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Posted

Client established a new plan effective for 2014 with deferrals effective 10/1/2014. All paperwork provided by client indicated that the company name was XYZ, LLC.

We generated the Adoption Agreement with that name.

Now, client sends us the w-2 for 2014 to reconcile compensation and company name listed on w-2 is NOT XYZ, LLC but rather ABC, LLC.

Tax ID given by client at setup matches the tax ID on the w-2, just not the company name.

Is this a problem?

Posted

We have several clients with dba (doing business as) names. But, your client is the only one who can tell you if both names apply to the same entity.

Posted

No, apparently the client used their new name on the plan document but the w-2 still had the old employer name.

The new name is still being 'registered'(?).

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