Archimage Posted September 7, 2022 Posted September 7, 2022 Got a plan that has always been a closed MEP due to common ownership. For some reason, it was thought by a previous provider that this MEP was open and needed the two employers to file separate 5500s going back to 2018. My question is how do you amend a 5500 that should never have existed? The only option I can really think of is to just amend last year's returns and show it as a transfer of assets to the "main" plan and as a final 5500. Luke Bailey and Bill Presson 2
Bill Presson Posted September 11, 2022 Posted September 11, 2022 Agreed. And document everything. Luke Bailey 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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