Submission deadline

[Trekker]

New Plan effective 1/1/06, signed in December of 2006, EIN ends in "1"

Must this plan be submitted by 1/31/07, or since it is a new plan, do we have until the due date of the tax return, or 3/15/07, plus extensions?

Thanks (and what happened to the board covering these items?)

[Jim Chad]

Is this an individually drafted plan?

[Trekker]

Is this an individually drafted plan?

Yes, it is an individually drafted cash balance plan.

--Trekker

[Blinky the 3-eyed Fish]

1/31/07 is the deadline from everything I have read. I assume you adopted an EGTRRA document.

[Trekker]

Thanks, Blinky; the 01-31-07 date is all I have read as well. Another contact of mine referred to what I guess is the "regular" RAP for new plans (return due date with extensions), but I could find no comfort for that view in RP 2005-66.

It is an EGTRRA document.

Just to be safe, we will submit by 1/31/07. The extra time would be nice, but not worth the risk.

--Trekker