Final 5500 for MPPP .... when the MPPP is merged into an existing PSP

[Moe Howard]

A MPPP merges into an existing PSP.

QUESTION:

Is the following statement correct ?

The only places on the final 5500 (for MPPP) which will make any reference to the fact that the MPPP was merged out of existence & all its assets transferred to another plan .... will be on Schedule I- line 2k, Schedule I - line 4j, and Schedule I - line 5b.

[kocak]

We also mark Schedule I - 5a yes, even though plan was not terminated. We feel this is consistent with the "final" filing box marked on Form 5500. Other practitioners have disagreed -- search the message board on this issue.

[BFree]

The front page of the 5500 - "final return"