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South Dakota Form 5500 - Schedule I: What You Should Know
Part I of the Schedule is: (a) The plan's name. (b) The number of plan benefits included on the plan. For individual plans, the name, address, and TIN of the trust beneficiaries, if any. (d) The aggregate amount of plan benefits payable pursuant to this part by the trust. (e) The date the plan is formed. (g) The amount paid or accrued by the trust each business day. (h) The name, address, and TIN of each trust beneficiary who receives or has received any benefits from the plan during the year, as shown on Schedule B. (i) The aggregate amount of plan benefits payable by the trust to beneficiaries, or the trust's rights, with respect to any plan year beginning after December 31, 1994, or beginning after May 1, 1998; if this form is required. (j) The amount of contributions made by the trust to the plan during the year. (k) The amount of the benefits actually paid or accrued by the trust to the plan as of the last business day of any business year during which all trust distributions, except distributions made pursuant to section 402(g) of title 26, United States Code (relating to income taxes imposed by sections 401(a), 401(b), 411, and 457(c)(1)(A), (2)(B), and (3), respectively), and the section 401(a) minimum tax, were made (or would have been made if section 408(b)(2)(B) of such title were in effect) to the plan. (l) The amount of benefits received, and the date they were received. (m) The amount of contribution, and the date it was made, by the trust to the plan during the year. (n) The value of assets held by the trust as of May 31 of each year.
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