DOL changse PN

[Monica Barnard]

Client sponsors 401k Plan, and has since 1999. Has never had another plan. Client received IRS letter in January stating that Form 5500 had not been received for Plan Number 002 for plan year 2009. I responded that there had never been PN 002, and sent copy of filing for PN 001. Client just received second letter stating that since PN 001 was terminated in 2002, PN 001 cannot be reused.

I called the toll free number listed on the letter and was told:

1. These letters do not come from this area and they cannot resolve this issue by phone (Why is this toll free number listed if that is the case?)

2. The DOL sometimes changes the plan numbers. (WHAT THE HECK?)

3. I should respond in writing and request a written response. Otherwise, there would be no response.

I hope someone from the IRS knows that letters are going out with a number that is not helpful.

I hope someone from DOL finds out the problem in their system that changes plan numbers at random.

Does anyone from either agency read any of these messages?

Thanks for letting me rant.

[austin3515]

We've had the same issue. We just respond and tell them the right number. FWIW.