Guest mab Posted January 17, 2003 Posted January 17, 2003 Does anyone know if the IRS maintains a list of the names of plans that were formally terminated via a 5310? And if so, where can that list could be found? I met somebody who states they were a participant in a plan (they have no idea what type of plan it was) in 89' and never received their balance. Plan sponsor was sold in an asset sale. He has no idea what happened to the plan and now neither company involved in that deal is around. Scrambling for suggestions. No luck on the PBGC site. Tx. for any insight.
david rigby Posted January 18, 2003 Posted January 18, 2003 The 5310 is an IRS form. The IRS website has some statistical information, but neither your question nor that form number seems to be included. http://www.irs.gov/taxstats/content/0,,id=...d=97166,00.html Your reference to the PBGC implies you are inquiring about DB plans. The PBGC website has some statistical information, but it seems to be related primarily to "trusteed" plans. http://www.pbgc.gov/publications/databook/default.htm I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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