Susan S. Posted December 15, 2016 Posted December 15, 2016 Can a Form 5300 be filed for an affiliated service group determination if filed before the revised form comes out on January 1? It is a new 401(k) plan with an unmodified preapproved volume submitter document with an effective date of 1/1/17. If it can be filed, as a new plan does it qualify for the fee exemption?
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