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Form 5330


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Guest IluvNewComp
Posted

Hi, everyone! Long time lurker, first time poster.

When completeing Form 5330, do I fill out both sections A & C+D? If I do, do I use the same EIN in B & E? (The emplyer os the plan sponsor, in this case).

Thanks!

Posted

Thanks for stopping by, those lurking in the shadows make me nervous. LOL

Since sponser and ER are the same you will name A - ABC Inc. B - 01-2345678 C- ABC Inc. E -01-12345678 D - ABC Retirement Plan for the masses.

If you see anymore folks lurking, invite to join you next time. Nice to have another Poster.

JanetM CPA, MBA

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