chc93 Posted February 7, 2014 Posted February 7, 2014 I have a calendar year plan that terminated as of 12/31/2013. We will be filing the 2013 Form 5500 in the near future. The plan will be distributing all assets in February. So the filing deadline is 09/30/2014 without extensions. Has anyone heard if we cannot use the 2013 Form 5500 with dates 01/01/2014 - 02/28/2014. We've done this in prior years (used the proir year form for the current short plan year) when necessary. Thanks...
masteff Posted February 7, 2014 Posted February 7, 2014 5500 instructions, page 4, "Notes: ... (2) If the 2014 Form 5500 is not available before the plan or DFE filing is due, use the 2013 Form 5500 and enter the 2014 fiscal year beginning and ending dates on the line provided at the top of the form." Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
chc93 Posted February 7, 2014 Author Posted February 7, 2014 masteff... thank you very much. I didn't look in the instructions before posting (my bad). Shows how good BenefitsLink is.
Recommended Posts
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 accountSign in
Already have an account? Sign in here.
Sign In Now