"I have a plan that is terminating only because they have to give out an SAR. It is a 2 person plan and the participant is upset that the owner got more of a profit sharing contribution than they did. It's a 401k PS Plan and the client doesn't want this info out there. Then the broker chimes in and says that he has a lot of large 401k plan that don't give out a SAR so why are we. It got worse from there...."

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"Plan reports on an accrued basis for contributions deposited after EOY. For delinquent contributions that are discovered at a later date in the following year and deposited prior to completion of Form 5500 for relevant year, I believe those contributions are accrued in as well. How about the related lost earnings? This is for 5500 reporting."