Guest tgraham Posted October 7, 2003 Posted October 7, 2003 In 2002, our entity changed from a proprietorship to an LLC (with different EINs). I'm confused on how to prepare the 5500. Do I finalize the "old" number and prepare an inital 5500 for the LLC? There were no distributions and the plan's investment guy at Painewebber just changed the entity name on the statements, account number remained the same. Any other issues I need to be made aware of? Thanks for your help.
R. Butler Posted October 7, 2003 Posted October 7, 2003 Do I finalize the "old" number and prepare an inital 5500 for the LLC? No. Complete Part II, Line 4.
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