AboutArthur Naman Expertise General accounting and bookkeeping questions. How to do monthly bookkeeping, how to prepare financial reports. How to reconcile accounts.
I cannot answer questions pertaining to pension or retirement planning.
This is not a forum to have homework answered. Please do your own homework.
Experience 30 years' experience doing tax and accounting work
Education/Credentials MPA from Univ. of Texas at Austin, MBA Golden Gate Univ, San Francisco CA
Question Are there any periodic reporting requirements to employees on their account values in the company's profit sharing plan? I left a company about a year ago and have not received the annual valuation and/or transfer documents.
Answer I expect there is: however, I cannot point to an IRS Code section or other reference to support my statement.
If your relationship with your former employer is okay, I would suggest contacting the employer. If not, there may be a state agency who is responsible for this; if not, there are federal agencies.
Probably not the IRS though. Probably the Pension Guaranty Corporation, www.pbgc.gov is a place to start.
Normally employers use a third party administrator -- can you find out who that is.
