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Merging PS with MP


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Guest RONNIE WASEL
Posted

We merged an employers MP with PS as of 12/31/2002. Employer has never filed 5500's for plans because they have never reached the combined limit of $100,000. Question - since these plans have been merged to we need to file a 5500 for the MP and if so when?

Thanks,

Ronnie

Posted

A final 5500 form needs to be filed for the plan year that ends when all plan assets were legally transferred to the control of another plan. Normal 5500 filing deadlines apply.

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