5500 filing - plan with employer securities

[hunter001]

Have discovered a plan that has employer securities has been filing using the 5500sf. Our firm had not prepared the prior year filings. Should we recommend amended filings going back to 2009 when the SF began, or start using the 5500 going forward. Thoughts?

[BG5150]

I would amend.

In the couple years before that, were they availing themselves of the abbreviated, under-25 participant small-plan filer rules, too? (Pretty much 5500 + Sched I) You may have to amend back further.