Late 5500?

[katie58]

We have a client that merged their plan. The merger was to take place on 9-30. However assets were not transferred until 10-1. What would be the correct date used to consider the filing deadline? 9-30 or 10-1?

The old vendor is stating they were not aware that the plan experienced a merger and did not file the extension. They clearly received a letter indicating it was a merger from the successor trustee.

Thanks!

[Flyboyjohn]

Use 10/1 which means 7 months from October 2013 puts you at 5/31/2014 to file your 5558