IRA LLC / Self-Trustee 401k Statements

[Bryan O.]

Hi all. I self trustee my solo 401k. I am in the middle of refinancing a property in preparation to purchase another. Underwriting wants statements from my 401k. In this case, I have the solo 401k with the various bank accounts. The 401k has provided a personal loan to me and funded an LLC that is investing (I did this to have a single checkbook rather than 4).

What information do you use on a statement? Plain bank statements will show very little money since the 401k is invested in the LLC. LLC bank statements will show money going in then out, but there isn't a daily/weekly/whatever stock index or statement that can be printed.

Does anyone have a template they use? What has your underwriter accepted?