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  1. Beltane
    Have a profit sharing plan, small number of participants, who participate in a pooled arrangement. The investment pool is managed by an RIA who went to cash for most of December, 2012 and didn't reinvest the funds until about January 15, 2013. Looking for confirmation on this, this being question 4i on the Schedule I regarding 'Did the plan at any time hold 20% or more of its assets in any single security..(etc)' should be answered Yes for the 2012 return AND the 2013 return. Everyone agree? If so, would it behoove us to attach an explanation? Thanks in advance.
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