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Elizabeth Matthews

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  1. Instructions for 5500-SF say 'Have 100% of its assets invested in certain secure investments with a readily determinable fair value...'. I have a client who has an investment in https://truelinecapital.com/. We get statements showing the value is unchanged and all interest payments are deposited to another plan account. I'm wondering if I should be using the long form given the nature of this investment. Any thoughts?
  2. Am I understanding correctly, when filing the Form 5500, the Schedule R is now required for plans even without distributions in the plan year? This just to accommodate the new compliance questions? 2022 instructions for the Schedule R listed additional exceptions for plans without distributions that seem to have been left off of the 2023 instructions.
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