Draper55 Posted January 6, 2021 Posted January 6, 2021 Should plan numbers 001,002 etc. be by ein or ultimate parent within a controlled group? It would seem the same ein should not have two plans with the same number. Does it matter though if two separate eins within the controlled group both have a plan 001 or is more proper to name them 001 and 002?
Bill Presson Posted January 6, 2021 Posted January 6, 2021 Plan numbers are used and connected to the EIN of the sponsor of the plan. Ultimate parent, etc isn't relevant. Luke Bailey 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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