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Form 5500 - Schedule I for Salt Lake Utah: What You Should Know
The following table summarizes the information you should include in your Schedule MB (Form 5500), Form 5500-T, and other report. (1) The Employer's name; (2) The Employer's principal place of business; (3) A brief description of the business, including location, type of establishment (including geographic indication), the employment status of employees, and the type of payroll expense and employee contributions; (4) If any contributions are required as required under ERICA, any instructions for filing the report by filing form SS-5; (5) Identification of the plan; (6) Identification of the plan's sponsor— (A) If this is an ERICA plan, a brief description of the sponsor if not an ERICA plan; (B) If the plan is not an ERICA plan, a description of the plan; (C) Identification of the plan's employer; (7) Identification of the plan; (8) Identification of the plan's asset; (9) Identification of the plan's benefit plan (if applicable); (10) The number, type, classification, and allocation (as defined in the plan) of the plan's participant and beneficiary accounts; (11) Identification of the name, address, and telephone number of the person to receive the report by telephone for the plan sponsor. (12) An identification of the form of record, including computer printouts; (13) An identification of the computer-generated information, including date and time of the printouts, and computer file number, used to generate the printouts; (14) The number of members in the plan (if greater than one); and (15) If this is an ERICA plan, the plan administrator's identification number (identified in the following paragraph). (16) Identification of each participant in the plan, if there are one or more participants; (17) The information required for the plan's statement of purposes and annual report. (18) A statement from the actuarial firm certifying that the report is complete. (19) A statement certifying that the plan's financial statement is complete. (20) A statement from the fund administrator certifying that the annual report is complete. (21) A statement from ERICA indicating the plan's compliance with applicable laws and regulations.
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