P-215 EFAST2 Warning Plan Termination

[401(k)guru]

I received a P-215 EFAST2 error. This is a health and welfare plan that is funded out of employer assets. The plan terminated (the final return box was checked) and the final participant count was 0. EFAST2 is generating an error saying,

"Warning: Form 5500, Line B (Final Return/Report) is checked, however the criteria for termination have not been met. Review the instructions for filing a final return."

There are no other schedules included in the filing. Does anyone have a clue why I am receiving this warning. The filing software did not display any errors/warnings prior to the submission.

[Tom Poje]

one possibility is item 5a (Schedule I) or 13a and b (Schedule SF) was resolution to terminate checked 'yes'....

[401(k)guru]

one possibility is item 5a (Schedule I) or 13a and b (Schedule SF) was resolution to terminate checked 'yes'....

Tom,

I did not have any of these schedules attached since the plan was entirely funded from employer assets.

Wendy

[Tom Poje]

but isn't there somewhere on the form where it asks if plan was terminated and was there a reversion.

if not then it sounds like a glitch in which the DOLedit check is looking for that question but cant find it.

[Guest Jerome W]

one possibility is item 5a (Schedule I) or 13a and b (Schedule SF) was resolution to terminate checked 'yes'....

Tom,

I did not have any of these schedules attached since the plan was entirely funded from employer assets.

Wendy

I have received this error/warning on three different final filings, including some with attachments and some without. The filings are available on the efast2 site. Called software support and they initially said that if the filing was received, there wasn't an issue, but the incident is still open.

Jerome