BASIC ESOP ADMINISTRATION - The ESOP Association
BASIC ESOP ADMINISTRATION - The ESOP Association
BASIC ESOP ADMINISTRATION - The ESOP Association
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John Burgess - Seyfarth Shaw LLPJonathan Markham – Blue Ridge <strong>ESOP</strong> AssociatesParticipant Statements• All participants and beneficiaries must be given astatement at least annual or, if the plan has self-directaccounts, quarterly.• Needs to include:▫ Account balance▫ Vested portion▫ Value of each investment as of the most recent valuation▫ Additional details required on quarterly statements.• Due Date:▫ Annual - on or before the date the Form 5500, includingextension, is filed.▫ Quarterly – at least 45 days after the end of each quarter
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