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Posted

We have a 3/31/10 plan year end which terminated, and all assets will probably be distributed in April or May 2010. We'll file the 2009 Form 5500-SF (4/1/09-3/31/10) normally. Any ideas on how to file the final 2010 Form 5500-SF (4/1/10 to whenever assets zero out). Any thoughts on if we can use the 2009 Form 5500-SF and change the dates, similar to what we would do for prior year filings?

Posted

The instructions say

2010 short plan year filers may not use the 2009 forms for filing. They must use the 2010 forms, See www.efast.dol.gov for additional information

My forms provider (Ft William) said they hope to have the 2010 forms online in the summer. I didn't try too hard but the 2010 forms might be available already for filing through the IFILE system.

Ed Snyder

Posted

Thank you very much for the information. I'll continue to check for the 2010 forms.... summer sounds just fine.

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