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Tom

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Just to be 100% on this so 5500s are not rejected.  I know our plan letter serial number.  I assume the date of the letter is as below 6/30/2020, NOT the date of submission which was in 2018.

Thanks

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You are referring to Line 15 on the 5500-SF and Line 22 on the Schedule R for 5500 filers.

The date is the date the opinion letter was issued by the IRS.  This would be the 06/30/2020 date in your sample.

The information is required if the plan adopted a pre-approved plan that received a favorable IRS Opinion Letter. 

Keep in mind that the plan will disclose in the list of pension features:

3D

Pre-approved pension plan - A pre-approved plan under sections 401, 403(a), 403(b), and 4975(e)(7) of the Code that is subject to a favorable opinion letter from the IRS.

and that pesky declaration on all 5500s that:

Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return/report, including, if applicable, a Schedule SB or Schedule MB completed and signed by an enrolled actuary, as well as the electronic version of this return/report, and to the best of my knowledge and belief, it is true, correct, and complete.

 

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