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- Form 5500
Form 5500
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Jillybean
Level 1
07-23-2020
09:46 AM
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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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sjrcpa
Level 15
07-23-2020
09:50 AM
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That's the standard language for the SAR. Technically you can edit it but its very clunky. I do my SARs in Word.
Ex-AllStar
Bill 87
Level 1
10-12-2020
06:36 PM
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How do I edit the SAR? Specifically, the input from screens 8 & 21re life insurance is not flowing to the SAR.
