5500 for a plan that has been merged into another?

[Guest SJPrince]

I have a company who acquired another and we have mergedthe 2 401(k) plans. Do we need to file a 5500 for the plan that no longer exists?

TIA

Samantha Prince

[Kristina]

Because the merged plan no longer exists, you will have to file a final 5500 series and indicate on the Sch H or I that the plan was merged with another plan and give the particulars about the recipient plan.

[Guest RJM]

With the final 5500, be sure to include an SSA form removing all previously reported terminees. Then you must add those to the merged plan's SSA.