pitkofsky Posted March 16, 2016 Posted March 16, 2016 SOP 99-3 allows for the aggregation of account investments of a self-directed brokerage account into a single line item on Form 5500 Schedule H reporting purposes. However, FASB ASC 820 appears to require a supplemental schedule listing each plan investment as supporting detail. Is this true? Is the supporting detail required for Schedule H?
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now