Jump to content

Recommended Posts

Posted

Has anyone done an SAR for a 412(i)plan? I'm not sure what information I need to include, since the plan is exempt from filing a Schedule I for the 1999 year. Specifically, do I just mention that the plan is funded solely by allocated insurance contracts and forget about asset values, gains/losses, etc. What about payouts and plan expenses? The plan is a take-over and used the 5500-R in lieu of the SAR in prior years, which is no longer an option.

Thanks

David

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 account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use