Checkbox marked for final return- but it's not.

[Guest rachd]

Last year, a 5500 was submitted with the box checked showing it was the final return for the plan. However, Schedule H showed $11 remaining as end of year plan assets (which is correct). Should I amend the return to uncheck that box or leave it? I am planning on continuing to file 5500's untill that money is distributed.

One other simple question... on the additional reporting for the SAR, are loan balances included in the asset value or is that just the amount invested?

Thanks,

Rachel

[WDIK]

I would assume that you will eventually get a notice pertaining to the discrepancy (final return versus nonzero assets at PYE) which asks for clarification. You should be able to correct the error at that time.