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No Form 5500 Filed Since 403(b) Plan's Inception in 2004
BenefitsLink Message BoardsLink to more items from this source
Mar. 26, 2021

"We took on a client -- the sponsor of a 403(b) plan -- that has never filed a Form 5500. The plan established in 2004. We are filing the late returns under the DFVC program. Because Form 5500-SF is not available for years prior to 2009, is it OK to file Form 5500 from 2004-2008 and Form 5500-SF for 2009-2019? Or should we use the same Form for all open years?"

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