Just Tri Posted November 18, 2019 Share Posted November 18, 2019 I don't handle 403(b) plans, but it is my understanding that the financial data must be shown on the series 5500 filing if employee contributions are being made to the plan even if the employer is not contributing to the plan. Am I correct about that? Thank you Link to comment Share on other sites More sharing options...
baneja Posted November 19, 2019 Share Posted November 19, 2019 IMHO, you are correct. Link to comment Share on other sites More sharing options...
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