Robin Wilson Posted October 22, 2021 Posted October 22, 2021 When filing the form 5500, what should the IRS plan # be listed as for the PE? What if the PE had a prior plan that merged into the MEP - what should the IRS Plan # be then? What happens when the PE decides to start their own "stand alone plan" - what should the IRS plan # be listed as then? What happens if the PE decides to start their own "stand alone" plan and previously sponsored a "stand alone" plan that merged into the MEP that the PE adopted?
Robin Wilson Posted October 22, 2021 Author Posted October 22, 2021 When setting up a "stand alone" plan in which a PE was previously participated, what should the IRS plan number be listed as? They were an adopter of an "open" MEP in which they filed a separate 5500.
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