TPApril Posted September 20, 2023 Posted September 20, 2023 New Plan Sponsor has joined Controlled Group which includes many 5500-EZ filings (legacy style perhaps). Although the new Plan Sponsor has assets under $250K, they must file due to the Characteristic Code 3H situation. The other 5500-EZ's are filed on an accrued basis. So here's the question - EOY had zero assets (cash basis). Contribution was made after EOY. Need to file for prior year, or just wait until the current year ends?
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