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

Item 2 – 504 — Information about the plan includes  name; address; business address; tax-exempt status; type of plan; length of plan; description of benefits and services provided or provided to date;  item 4 – 505 —  annual reports filed with the plan provide information about financial condition of the plans and the extent  to which plan members or beneficiaries depend on the benefits paid under the plan and for what amounts; item 6 – 506 —  Form 5500 Part I — Annual Report of Employee Benefit Plan to the Minister provide information that the Minister of Employment and Social Development requires in order to assess the financial condition of a plan; item 7 – 507 — annual report to the Minister; item 8– 508 — other information. General | Tax Laws of Canada/Tax Law of the United States Item 2(a) — Form 5500-EZ — Annual Report to the Minister  provide to the Minister of Employment and Social Development: a. the names, addresses, and taxpayer identification numbers of the plan members and beneficiaries; b. a description of the plan; c. the type of plan; and d. the purpose for which this plan is available. Item 3(a) — Form 5500-EZ — Annual Report to the Minister  a. provide to the Minister of Employment and Social Development: A. the names, names, addresses and taxpayer identification numbers of the plan members and beneficiaries; B. a description of the plan; C. the type of plan; and D. the purpose for which this plan is available. Item 4(a) — Form 5500-EZ — Annual Report to the Minister  a. provide to the Minister of Employment and Social Development: A. the names, names, addresses and taxpayer identification numbers of the plan members and beneficiaries; B. a description of the plan; C. the type of plan; and D. the purpose for which this plan is available. Item 5a — Form 5500-EZ — Annual Report to the Minister  a. provide to the Minister of Employment and Social Development: A. the names, names, addresses, and taxpayer identification numbers of the plan members and beneficiaries; B. a description of the plan; C.

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