TPApril Posted March 10, 2017 Posted March 10, 2017 generally when we create a wraparound plan doc merging H&W benefits that filed their 5500's separately, we file the original plans for the full year as a Final with zero participants in the same year the new plan starts. example: 501, 502, 503 - 12/31/16 filed with count of 150 each 510 - new plan effective 1/1/17. 501, 502, 503 - 12/31/17 filed as final with zero count 510 - 12/31/17 includes all Sched A's is this generally what's done? corollary question: one of the plans being merged is a 6/30 plan. It is now March and we know the next filing will be a final with zero count. Can we file that 5500 (6/30/16) prior to the period actually ending?
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