BG5150 Posted October 8, 2024 Posted October 8, 2024 Do I have to file a 5500-SF for a plan that was effective 1/1/23 but not adopted until May 2024? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
Bill Presson Posted October 8, 2024 Posted October 8, 2024 https://www.asppa-net.org/news/2021/8/irs-plans-retroactively-adopted-after-end-plan-year-have-no-2020-form-5500-filing/ RatherBeGolfing 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
BG5150 Posted October 8, 2024 Author Posted October 8, 2024 Thanks! Bill Presson 1 QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
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