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Posted

Wondering if any other plan has received an approval notice for a 5558 filed for a 6/30/19 plan year, but the notice approves it for the 12/31/19 plan year?

Nothing new that the approval notice arrived 7 months after filing 5558 and 4 months after filing 5500.

Posted

I don't have experience with your particular case however I am aware that occasionally the plan year on the IRS' confirmation response does not match the plan year filed. In other such cases, I've seen plan sponsors respond directly to the IRS by phone and mail, providing a copy of the actual 5558 filed showing the correct information. 

The above is my opinion only, not anyone else's.

I'm not a lawyer nor do I play one on TV.

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