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Posted

I have a plan that failed to do ADP refunds for the 2001 plan year by the statutory due date of 12/31/2002. They have corrected this by using the one-to-one correction method. Should the refunds and the QNEC be shown on the 2003 5500 or should they be reported on an amended 2001 5500?

Posted

I haven't been able to find an answer to this either. I'm thinking if I'm "redoing" the 2001 participant reports I would amend that 5500, if I am just showing the corrections when made in 2003 I would report them in 2003 and not amend.

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