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Form 5500

Level 1

I am filing a Form 5500.  There are only 2 participants in the plan.  Both participants are 100% vested and I have that indicated on each of the participants statement of account.  However, on the "Summary Annual Report for the Plan" it states "A total of 2 persons were participants in or beneficiaries of the plan at the end of the plan year, although not all of these persons had yet earned the right to receive benefits."  ---THIS IS NOT CORRECT BUT I CANNOT FIGURE OUT HOW TO CORRECT THAT STATEMENT.  Any one know how to fix???

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2 Replies 2
Level 15

That's the standard language for the SAR. Technically you can edit it but its very clunky. I do my SARs in Word.

Level 1

How do I edit the SAR?  Specifically, the input from screens 8 & 21re life insurance is not flowing to the SAR.

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