Ahuntingus Posted June 1, 2020 Posted June 1, 2020 Scenario: Client terminated plan on 3/1/2020. All assets distributed to the 3 participants by 5/1/2020. Client wants to file final 5500-SF now. Question: Do we use the 2019 5500-SF as there is no 2020 5500-SF yet available?
Degrand Posted June 1, 2020 Posted June 1, 2020 Yes. You can use the 2019 5500-SF form since the updated form is not available. Luke Bailey 1
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