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Posted

Recently one of our clients were bought out by another company. The 401(k) PS plan for the original client is still in existence with about 40 participants with balances even though the company is not. There are no contributions going into the plan nor were there for 2002.

Therefore, there was not testing run on the plan for 2002.

How do I continue to complete Schedule T. Can I mark one of the exception boxes. If so, which?

Thanks

Posted

Yes, you "X" an exception box. We "X" the box that says "No HCEs benefited during the year" for our frozen plans.

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