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Posted

A "standard" profit sharing plan with Mar 31, 2010 plan year end. 2009 Form 5500-SF for Apr 1, 2009-Mar 31, 2010 plan year filed on Apr 30, 2010. Plan terminated effective Feb 28, 2010. All plan assets should be distributed to participants (3 total) in May 2010. Company intends to dissolve in late June 2010 after final tax return is filed (by Jun 15, 2010). Thoughts on filing final Form 5500-SF.

1. Can the final 2010 Form 5500-SF for Apr 1, 2010-May 31, 2010 be filed after June 2010 if company is already dissolved (no company/sponsor, no company official), assuming 2010 Form 5500-SF not yet available. All plan assets were distributed prior to company/sponsor dissolved, short plan year ended prior to company/sponsor dissolved, but signing/filing date will be after company dissolved.

2. Can we use the 2009 Form 5500-SF and change the plan year dates on the form and file the final Form 5500-SF prior to company dissolving, if necessary to sign/file while company still active.

Any thoughts or ideas are appreciated.

Posted

Interesting... I just went to the DOL/EBSA website. The 2010 Form 5500-SF and instructions are already available. So it appears that I can use iFile to file the final 2010 Form 5500-SF before the company dissolves.

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