SuzieQNEC
Oct 1 2009, 05:07 PM
Small ESOP Plan (<20) has rollover accounts which have insurance policies as an investment.
Is there any reason why this plan would not file a Schedule A?
PensionPro
Oct 1 2009, 06:16 PM
I can't think of any reason. If there are less than 25 participants you MAY be eligible for PPA-simplified reporting that includes limited Schedule A filing.