Guest mickiemurphy Posted November 18, 2009 Posted November 18, 2009 I have seen nothing specific in instructions that refer to 403(b) participant counts for 5500. Is the count based on active eligible employees plus terminated employees (the same as a 401(k) plan), as opposed to participants with balances only?
Below Ground Posted November 19, 2009 Posted November 19, 2009 In one of the many seminars on this topic, my notes say the count is done the same as a 401(k). Sorry, I can't give you more than that, but.... Added Later - There is an exclusion for prior termination that I forgot about. Look at the thread create by SheilaD as done Nov 19 2009, 09:41 AM. Having braved the blizzard, I take a moment to contemplate the meaning of life. Should I really be riding in such cold? Why are my goggles covered with a thin layer of ice? Will this effect coverage testing? QPA, QKA
Guest mickiemurphy Posted November 19, 2009 Posted November 19, 2009 Thanks. That confirms my own unconfirmed information.
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