merged plan

[doombuggy]

I have a plan that we have been the TPA for several years. Company A aquired another dealership (call it B), and B's plan was closed, and the monies moved over into A's plan. I am trying to do the Schedule I, and I want to make sure I am logging this "merger" correctly. I need to put the amount that was transferred into A's plan from B's plan on line 2k. The monies from both plans show in the ending balance. There is no other place that I am supposed to log this merger in, correct? I have never been faced with this situation before, and don't want toget a letter from IRS/PWBA/DOL or whoever!

Thanks for your help!

PS: we were not the TPA for B's old plan, and the former r/k is doing their final 5500.

[WDIK]

For what it's worth, I agree with your conclusion relating to the Schedule I. You may also need to report some participants on Schedule SSA using code C.