Maybe u/spiritrider could chime in.
I think it's a short plan year that starts 1/27/2022.
1 participant as soon as it is created.
Those codes look right to me.
I would probably do the opinion letter in effect at the time you should have filed the 5500. That's the 8/31/2020 date. Next year, I would use the updated letter.
Not 100% sure, but just my thoughts as a fellow Schwab i401k owner.
I think it's a short plan year that starts 1/27/2022.
1 participant as soon as it is created.
Those codes look right to me.
I would probably do the opinion letter in effect at the time you should have filed the 5500. That's the 8/31/2020 date. Next year, I would use the updated letter.
Not 100% sure, but just my thoughts as a fellow Schwab i401k owner.
Statistics: Posted by supalong52 — Tue Sep 03, 2024 12:02 am — Replies 1 — Views 146