Guest DWH Posted April 14, 2008 Posted April 14, 2008 On a Profit Sharing Plan where we send out the PPA notice once a year. The Plan is a pooled account in which I have been sending a list of assets and their values as of 12/31/07. I have heard that we can show a percentage after each investment instead of a dollar amount. Example: Microsoft $40,000 AT & T 20,000 TowneBank 35,000 Microsoft 42.11% AT & T 21.05% TowneBank 36.84% Is this correct? I was just wondering because the total account balance of the entire Plan is over a million dollars with 4 participants in the Plan and a few of the participant's account balances are around $1,000 so the Employer does not want the employee to calculate how much each employee has in the Plan. Thanks
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