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ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form


Belgarath

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Very sketchy info at this point, but likely that at least some years will be a large plan.

Sure, they can do DFVCP, but how far back do they go with this? And there will likely be no way to get full data for all the post-2009 plan audits. We'll see.

No, this isn't April Fool - I wish it was!

Heckuva way to start a Monday morning...

Anyone had one of these situations before? What were the results?

Thanks!

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