K-t-F Posted July 13, 2004 Posted July 13, 2004 Does the total value of the plan have to be part of the SAR? Small client, 5 EEs, 3 family and 2 non related. Plan has $1mil plus with $150k split between the non related EEs. Plan sponsor is concerned that they will do the math and see what the owner etc have. Says it is a company breaker.... If the total value of the plan isn't disclosed then he feels it will be fine.... Can that be omitted? Its not easy being green
WDIK Posted July 13, 2004 Posted July 13, 2004 http://www.dol.gov/dol/allcfr/Title_29/Par...520.104b-10.htm ...but then again, What Do I Know?
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