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Change to Co. Name/Plan Name/EIN mid-year


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Guest jusducki
Posted

In June '04, company changed corporate name, address, plan name and EIN - the 401(k) addressed these changes with a Resolution, etc. For the '04 5500 filing, do we just put all the new information on the actual form and attach a note giving prior co. name/plan name/address and EIN? Thank you in advance.

Posted

There is no need to attach a note. Complete item 4 of the Form 5500 if the name and/or EIN of the plan sponsor has changed.

...but then again, What Do I Know?

Guest jusducki
Posted

Thanks so much for referring me to #4 on the Form...duh, didn't notice that area! :)

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