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Concord California Form 5500 - Schedule I: What You Should Know

X × × × × X Form 5500 Annual Report of Plan Distributions CALIFORNIA QUALIFIED SCH BD JT PRS AUTH7.155% 12/10/2016. P.O. BOX 5546. CONCORD, CA. 94524. 68-0129273.  (Revenue Act.) 10/15/2016 – 10/31/2016 – 10/21/2016 10/21/2016. P.O. BOX 5546. CONCORD, CA.94524. Calculating the Qualified Investment Percentage for Plan Distributions CALIFORNIA QUALIFIED SCH BD JT PRS AUTH7.155% 09/28/2015. P.O. BOX 5546. CONCORD, CA.94524. 68-0129275.  CR/CHF 01/01/14 12:00 0000. X. X. X. X. X.  X.  X. Calculating the Qualified Investment Percentage for a Qualifying Distributive Share CALIFORNIA QUALIFIED SCH BD JT PRS AUTH7.155% 13/03/2017. P.O. BOX 5546. CONCORD, CA.94524. 68-0129284.  CR/CHF 01/01/14 04:00 0700. X. X.  X. X.  X.  X. Concord California Form 5500 — Schedule H — Fill Exactly for Your City I'm not in Concord. . . I'm in Stockton, CA. . . . Where the Qualified Investment Percentage is 1.085% for Lips held after 3/1/2016. Here is what I did to determine the Qualified Investment Percentage in Stockton: For an individual who files a Form 5500 or Form 5500-EZ, the Qualified Investment Percentage is 1.085, which means they must buy 1.085 shares of each participating class of stock for each share of the eligible investment in the Lips they hold. For two-year Lips, the Qualified Investment Percentage is 1.085% for all shares held. For Lips with four or fewer years remaining, the Qualified Investment Percentage is 1.085% for shares held.

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