Jump to content

Recommended Posts

Posted

Plan sponsor files a small plan 2007 5500 via DFVC in June 2010; paid their $750 fee. Turns out the 2008 filing has not been made & the 2009 filing will more than likely be late. Both will be large plan filings. Can they apply the $750 paid in June to reduce the $4,000 DFVC fee for 2008 & 2009?

Thanks in advance for any guidance.

Posted

If the $750 applied to a DFVCP filing already made, then its fee cannot be applied to a new filing. The filing maximum applies separately to each filing

The interesting question is what the fees would have been if all 3 (1 small, 2 large) had been filed together.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use