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Closed S Corp's Simple 401K: EGTRRA Adoption Amendment


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Guest VS007
Posted

Hi!

I had a S Corp in 2002 and had set up a Simple(Individual) 401K with me as the only person.

I closed the company in 2004 and frankly neglected about the 2010 deadline.

Can I now close this 401K account and transfer to a new IRA account?

Or I have to file the Amendment signing for now a closed company?

Neither my brokerage firm nor I have the initial adoption agreement, when I file can I set the date effective as the 2002?

Thanks,

VS007

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