JHalligan Posted September 29, 2022 Posted September 29, 2022 I have a few plans where the forfeiture account has increased, either from zero, or from some amount to a higher amount. Do these assets get counted as employee assets? I don't know what was done in past years for these, but I wanted to make sure they are in the correct place.
Bird Posted September 29, 2022 Posted September 29, 2022 They are part of the total plan assets. There is no distinction between employee and other on the 5500. Luke Bailey, Lou S. and JHalligan 3 Ed Snyder
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