Jakyasar Posted August 3, 2020 Posted August 3, 2020 Hi I was asked the following: 401k plan effective 2017 but no deferrals were made nor any other contributions i.e. bunch of participants (owners + rank&file) as of 12/31/17 but no assets. 2018 had deferrals and other contributions. Same for 2019. Client sends data for the first time since inception, last week. They had to file 5500 for 2017, correct? 2018 they did not. DVFC for 2017 and 2018, correct? Thank you,
Bill Presson Posted August 3, 2020 Posted August 3, 2020 Since the document they used likely had a 2017 effective date, then I would definitely file it under DFVC. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
Jakyasar Posted August 3, 2020 Author Posted August 3, 2020 Thank you Bill, 100% in agreement. Bill Presson 1
imchipbrown Posted August 4, 2020 Posted August 4, 2020 I think you get multiple years for the same fee.
Bill Presson Posted August 5, 2020 Posted August 5, 2020 5 hours ago, imchipbrown said: I think you get multiple years for the same fee. Yes, after the first two. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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