Pension Feature codes, Form 5500

[Guest jusducki]

Is feature 3H used for individually designed plans? thanks...

[Archimage]

It is used for any plan that is a member of a controlled group regardless of what type of plan document you are using.

[Guest jusducki]

I should have phrased my previous post differently - what, if any, pension feature code is used for individually designed plans? thanks...

[JanetM]

There isn't code to show if it is individually designed. There is code to show prototype but I think the reason behind that was prototype plans don't usually get determination letter for themselves. They use the one the prototype provider received. This, IMHO, goes back to old form when there was line to indicated date of last determination letter.

Since they don't ask for the date anymore I suppose they use it when reviewing or auditing.