Guest SuzieQNEC Posted October 1, 2009 Posted October 1, 2009 Small ESOP Plan (<20) has rollover accounts which have insurance policies as an investment. Is there any reason why this plan would not file a Schedule A?
PensionPro Posted October 1, 2009 Posted October 1, 2009 I can't think of any reason. If there are less than 25 participants you MAY be eligible for PPA-simplified reporting that includes limited Schedule A filing. PensionPro, CPC, TGPC
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