What reporting am I required to do for Pension Plan

[mrcontext]

Hello,

I am self-employed, and several years ago I had set up a Pension Plan for my business (a Sole Proprietorship). Around September of last year, the company that was providing Trustee Services resigned (they were getting out of that business) and I didn't get around to filling out the paperwork to take on a different company to provide trustee services, so now the account has reverting to having me as the trustee for the Pension Plan.

What reporting am I required to do to maintain the tax-deferred status of the Plan? If I have missed a deadline, is it too late to make it right?

Thank you,

Eric

 

[davew128]

Hire a tax professional with experience in retirement plan filings to review what the plan status is, if a return needs to be filed, and anything else relevant to it.