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Aug 30, 2022 The IRS, Department of Labor, and Pension Benefit Guaranty Corporation developed the Form 5500-series returns for employee benefit plans to
Reporting and Disclosure Guide for Employee Benefit Plans
the Form 5500 and Form M-1 Annual Reporting requirements. The chapter consists of the following quick reference charts: Pension and Welfare Benefit Plan
This Form is Open to Public Inspection. Part II Basic Plan Information -- enter all requested information. This form is required to be filed under sections 104
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