doombuggy Posted October 3, 2022 Posted October 3, 2022 I have a combo plan - 401k PSP and CB plan - and the documents were signed in February 2022 for the plan year effective 1/1/2021 (calendar year plan). Does SECURE allow for us to "skip" 2021 filing since it was signed in 2022? Recovering from Ian here...Thanks! QKA, QPA, ERPA
Bri Posted October 3, 2022 Posted October 3, 2022 The CB plan will need two Schedule SBs for 2022's filing, but otherwise, the SECURE act does let you skip the first year's filing on a post-year-end adoption. CuseFan and Luke Bailey 2
Tom Posted October 3, 2022 Posted October 3, 2022 Bri what about the K plan - I believe no 2021 5500 for that plan either?
Bri Posted October 4, 2022 Posted October 4, 2022 Tom, that's true. It's just that there aren't any 2021 supplemental schedules for the 401(k) plan's return to include with the first 2022 plan year's filing.
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