Pammie57 Posted July 23, 2021 Posted July 23, 2021 A 401k was effective as July 1, 2020. It had only two participants (non-spouses). They put deferrals into the plan for a couple of months , but then terminated the plan as September 15,2020. They took distributions before year end (12/31)... .Do we have to file a 5500-SF? If so, do we file it as the first and final all on the same form?
Lou S. Posted July 23, 2021 Posted July 23, 2021 Yes, you have a first and final Form 5500 return. Form was due April 30, 2021 if distributions were in September.
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