thepensionmaven Posted August 6 Posted August 6 I believe we filed a DFVC for a client, but did not snapshot each page. Is there any way to check if it was filed and if in fact, did go through? I can't believe they do not have a database.
Paul I Posted August 6 Posted August 6 Have you tried searching for the filing using the 5500 search feature https://www.efast.dol.gov/5500Search/ ? If the filings were accepted and cleared all edits, they should appear in the search results. I recommend searching for the EIN (no hyphen).
RatherBeGolfing Posted August 6 Posted August 6 I think @thepensionmavens issue is that they don't have a copy of the documentation for the DFVCP application, not the 5500 itself. The DOL will send a confirm to the email address you list as the contact when you apply for DFVCP. The subject line of the confirmation email is "DFVC Program Confirmation of Attempted Submission". I normally use my email as the contact email for the application for this reason. There is an agency tracking number in the email, but if you don't have that, you should still be able to call the DOL and ask. The tracking number will start with year and month of the application, followed by six digits. So if applied today, it would be 25-08-XXXXXX. There is no public database for DFVCP applications. Bill Presson and Paul I 2
Lois Baker Posted August 7 Posted August 7 11 hours ago, thepensionmaven said: I believe we filed a DFVC for a client, but did not snapshot each page. Is there any way to check if it was filed and if in fact, did go through? I can't believe they do not have a database. Ferenczy Benefit Law Center article today -- anything here that might be of help? https://ferenczylaw.com/flashpoint-updates-to-the-dfvcp-the-good-the-bad-and-the-quirky/
justanotheradmin Posted August 7 Posted August 7 If the sponsor has proof of payment(such as a transaction on the business bank account) I would take that as confirmation that the DFVCP submission was done. I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?
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