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Dswartz,

<<Speaking of annual reporting, I have been reading the instructions for the 5500EZ (for plan termination of my paired MP and PS plans), and it's kinda confusing. There are checkboxes for short plan year, final return and first return. How does this interact with the $100K limit? e.g. if you have had a plan in effect for the latter part of 1997 and the first half of 1998, it isn't obvious from the instructions how one fills out the 5500EZ (given that I would be rolling the assets from both plans into a SEP IRA).>>

As I recall, yours was under $100K and you didn't have to file every plan year. Thus, I would say you are just going to file a final return in 1998 showing the distribution of all assets via the IRA rollover.

Regards….Pixy
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