Guest EmployeeBenefitsAttorney Posted January 2, 2014 Posted January 2, 2014 I am completing a Form 5330 for a Section 4975 prohibited transaction between a disqualified person and a SEP-IRA account. When filling out the top part of the form, I am not sure what to enter for "Plan number" because I'm not familiar with SEP-IRA arrangements that have a "plan number" (as would a qualified plan). Any ideas?
ETA Consulting LLC Posted January 2, 2014 Posted January 2, 2014 A SEP does not have a three digit plan number. Good Luck! CPC, QPA, QKA, TGPC, ERPA
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