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Fontana California online Form 5500 - Schedule I: What You Should Know

Item 2 β€” 503A– A β€” Non-qualifying employer plan (NOPE Plan) : An NOPE Plan is an employee benefit plan that provides pension benefits and benefits other than retirement benefits to its participants. To be a NOPE Plan, a plan must meet the following conditions: It is established and maintained by the individual (the participant) or his or her estate (the beneficiaries); It was established and maintained for less than 5 years; It is established and maintained by the employer for more than 18 months during a taxable year; It is not a collective plan and is not in operation pursuant to a collective agreement; It is a pension plan for pensionable employees, with a defined contribution (as defined in subsection 6(3) on the date of establishment of the NOPE Plan). Item 3 β€” 503B– A β€” Form 5325, Statement of Changes in Beneficial Ownership Item 4 β€” 503C– A β€” Form 5325B, Statement for Certain Change in Beneficial Ownership Item 5 β€” 503D– A β€” Form 5325C, Disclosure of Qualifying Investments Item 6 β€” 503E–B β€” Form 5325G, Statement of Qualifying Pension Plans/Benefit Plans Item 7 β€” 503E–C– An employee benefit plan established and maintained with respect to employees in the same or different classes of employees as the employer (i.e., the employer provides insurance and benefits under a plan that includes the benefit provisions of a plan established and maintained by the employer (the benefit provisions)), that was operated at the end of a prior taxable year that ends not earlier than 5 years before the end of the current taxable year, and that provides the same benefit provisions as the benefit provisions of plan established and maintained by the employer (the employee contribution provision) and has a qualifying investment. Item 8 β€” 503F– A β€” Form 5325F–L, Statement of Investment in Qualified Plans Item 9 β€” 503G–A– A β€” Form 5325G–L, Statement of Qualifying Plan Assets For each form, the requirements for each benefit provision are described in subitems (a) β€” (h) below. Nonqualifying employer plan, NOPE Plan β€”Β An NOPE Plan is an employee benefit plan that provides pension benefits and benefits other than retirement benefits to its participants.

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