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Posted

8a on the 5300 asks "Do you maintain any other qualified plan(s) under section 401(a)?"

Does it matter if the plans cover the same group of employee's or not? Or should this be answered "yes", regardless of whether the plans cover the same employee's?

Posted

I agree. The "you" applies to the plan sponsor making the determination letter request(& members of its controlled group). See the Instructions for attachment contents for 8a.

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