Has anyone done an SAR for a 412(i)plan? I'm not sure what information I need to include, since the plan is exempt from filing a Schedule I for the 1999 year. Specifically, do I just mention that the plan is funded solely by allocated insurance contracts and forget about asset values, gains/losses, etc. What about payouts and plan expenses? The plan is a take-over and used the 5500-R in lieu of the SAR in prior years, which is no longer an option.
Thanks
David