Final 5500 for merged MPP?

[TBob]

A client had the old MPP and P/S combination. When they came to us in 2003 we froze the MPP contribution and merged the MPP into the PS Plan. We intended to do the final 5500 for the MPP for 2003 since all of the assets of the MPP were transferred to the PS in 2003.

Now, in 2004, the prior TPA/Custodian sent is a small check for some trailing earnings attributable to the MPP plan. I assume that they received this shortly after the plans left their service but did not forward the money as timely as they should have.

Can I still do the final 5500 for 2003 and just apply these additional earnings to the PS plan? Or should I hold the MPP open until the final earnings were deposited and show the final being 2004?

[WDIK]

http://benefitslink.com/boards/index.php?showtopic=20700

[TBob]

Thanks!

...but then again, what don't you know?

[WDIK]

...but then again, what don't you know?

I'll have my wife email you.