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Posted

Remember the 5500 does not include Alternate Payees but it does include people who are active and eligible who do not have an account balance.

Posted

Per head as in actives at the end of the year?  Actives plus balances?

What about people who became active mid year, many even contributed, but left before the end of the year?

A good service agreement will spell that out.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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