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Summary Annual Report


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Guest algelin
Posted

Do i need to report all the financial custodians and institutions if the plan has more than 10?I noticed that there are 10 fields for it. Do we have rulings if the plan ahs more than 10 custodians?

Posted

Are you referring to Schedule C?

Lori Friedman

Guest algelin
Posted

Im working on a small plan

Guest algelin
Posted

we are using relius forms. You are right the software only has 10 fields for it..Do i need to report all of them?They have a lot of CDs, Money market funds, annuities and mutual funds.

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