Guest Gaurav Posted July 27, 2006 Posted July 27, 2006 What count we report in Line 7i for Separated participants with deferred vested benefits - Only Code A participants are reported or we include Code B, C and D participants too in the count reported?
JanetM Posted July 27, 2006 Posted July 27, 2006 The number is total reported on the SSA, includes all the codes. JanetM CPA, MBA
Guest anagpal Posted July 27, 2006 Posted July 27, 2006 JanetM, I suppose only Code A count should come on Form 5500 because once a separated participant takes his share out of the plan then he will be reported with Code D. So originally all Code D records were reported with Code A in the year of separation. Dont u think that re reporting count of Code D will lead to duplicacy. Same is with Code B and C as well. Any Comments... Amit
WDIK Posted July 27, 2006 Posted July 27, 2006 Opinions vary. http://benefitslink.com/boards/index.php?showtopic=32381 ...but then again, What Do I Know?
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