The Summary Annual Report (SAR) is a summary of the IRS Form 5500 that must be distributed to all Brenau’s retirement plan participants.
The Department of Labor (DOL) states that the SAR must be distributed within nine months after the close of the plan year, which is two months after the Form 5500 is due. This information is for review only, no action is required.
A PDF of the information is available here. This information is also posted in ADP under forms library.