<p>Hello - when I started with my company - private equity owned - they allowed employees to invest. I did but do not have access to these funds until we sell or I leave the company.</p>
<p>When reporting "assets" in the FAFSA - would this investment be included or can I exclude it?</p>
<p>Thank you in advance for responding to my question.</p>
<p>Unless it is a pension, 401K or other such quailifed plan, you are likely to have to include those assets. You need to get some sort of valuation for the asset as of the day you fill out the FAFSA.</p>
<p>Do you and your family own more than 50% of this company, ie are more than 50% of the voting rights owned by the family? Does it employ less than 100 people? If so it’s not a reportable asset for FAFSA.</p>
<p>The question is not whether the company is a reportable asset, but whether OP’s restricted stock is–and the answer is yes, but the valuation will be tricky, and will depend in part on the extent to which the stock has vested. Can the company’s accounting firm help you attribute a value? This issue may have arisen before if a lot of employees hold restricted stock–if not in a financial aid scenario, then perhaps in a divorce situation.</p>