Summary Annual Report

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Summary Annual Report (SAR)

• For Reporting Information to Employees

• Using 401k FedForms SAR Instructions

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These instructions reference the following that you will have completed for the IRS:

• IRS Form 5500 (or Form 5500-EZ, if applicable)

• IRS Schedule I (for plans with 2-99 eligible employeees)

• IRS Schedule H (for plans with 100 or more eligible employees)

The Summary Annual Report (SAR) is a synopsis for your employees of the information submitted to the IRS in your Form 5500 and its accompanying Schedules.

You must distribute a completed Summary Annual Report to plan participants and beneficiaries no later than July 31 (the same date your Form 5500 is due to the IRS; obviously, if you don’t file your 5500 on July 31, whether due to an extension or because your plan operates off a non Janaury-December plan year, your Summary Annual Report is due on the revised date.)

There is no exact format that your Summary Annual Report must follow, but it must contain the categories of information specified herein.

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401k FedForms instructions for your Summary Annual Report differ from other 401k FedForms instructions because there's no IRS Form or Schedule to annotate:

We've created herein a listing of the information your Summary Annual Report must convey.

We've also created sample SARs from which you can copy text or fill out in PDF format.

You can access each by clicking on the appropriate link below.

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Information Your Summary Annual Report Must Include and Where to Find That Information
Sample Summary Annual Report: Spreadsheet Style (and link to ready-to-complete downloadable PDF)
Sample Summary Annual Report: Paragraph Style (and link to ready-to-complete downloadable PDF)

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