3a Plan administrator’s name and address X Same as Plan Sponsor
ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI c/o ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789 ABCDEFGHI ABCDEFGHI ABCDE 123456789 ABCDEFGHI ABCDEFGHI ABCDE CITYEFGHI
ABCDEFGHI AB, ST 012345678901 |
3b
Administrator’s EIN |
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3c
Administrator’s telephone number |
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|
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4 If the name and/or EIN of the plan sponsor or the plan name has changed since the last return/report filed for this plan, enter the plan sponsor’s name, EIN, the plan name and the plan number from the last return/report: |
4b EIN012345678 |
||||
a Sponsor’s name c Plan Name
|
4d PN |
||||
5 Total number of participants at the beginning of the plan year |
5 |
123456789012 |
|||
6 Number of participants as of the end of the plan year unless otherwise stated (welfare plans complete only lines 6a(1), 6a(2), 6b, 6c, and 6d). |
|
||||
a(1) Total number of active participants at the beginning of the plan year |
6a(1) |
|
|||
a(2) Total number of active participants at the end of the plan year |
6a(2) |
|
|||
b Retired or separated participants receiving benefits |
6b |
123456789012 |
|||
c Other retired or separated participants entitled to future benefits |
6c |
123456789012 |
|||
d Subtotal. Add lines 6a(2), 6b, and 6c. |
6d |
123456789012 |
|||
e Deceased participants whose beneficiaries are receiving or are entitled to receive benefits. |
6e |
123456789012 |
|||
f Total. Add lines 6d and 6e. |
6f |
123456789012 |
|||
g Number
of participants with account balances as of the end of the plan
year (only defined contribution plans |
6g |
123456789012 |
|||
h Number
of participants who terminated employment during the plan year
with accrued benefits that were |
6h |
123456789012 |
|||
7 Enter the total number of employers obligated to contribute to the plan (only multiemployer plans complete this item) |
7 |
|
|||
8a If
the plan provides pension benefits, enter the applicable pension
feature codes from the List of Plan Characteristics Codes in the
instructions: |
|||||
b If
the plan provides welfare benefits, enter the applicable welfare
feature codes from the List of Plan Characteristics Codes in the
instructions:
|
|||||
9a Plan funding arrangement (check all that apply) |
9b Plan benefit arrangement (check all that apply) |
||||
(1) X Insurance |
(1) X Insurance |
||||
(2) X Code section 412(e)(3) insurance contracts |
(2) X Code section 412(e)(3) insurance contracts |
||||
(3) X Trust |
(3) X Trust |
||||
(4) X General assets of the sponsor |
(4) X General assets of the sponsor |
||||
10 Check all applicable boxes in 10a and 10b to indicate which schedules are attached, and, where indicated, enter the number attached. (See instructions) |
|||||
a Pension Schedules |
b General Schedules |
||||
(1) X R (Retirement Plan Information) |
(1) X H (Financial Information) |
||||
(2) X MB (Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information) - signed by the plan actuary |
(2) X I (Financial Information – Small Plan) |
||||
(3) X ___ A (Insurance Information) |
|||||
(4) X C (Service Provider Information) |
|||||
(3) X SB (Single-Employer Defined Benefit Plan Actuarial Information) - signed by the plan actuary |
(5) X D (DFE/Participating Plan Information) |
||||
(6) X G (Financial Transaction Schedules) |
Part III |
Form M-1 Compliance Information (to be completed by welfare benefit plans) |
11a If the plan provides welfare benefits, was the plan subject to the Form M-1 filing requirements during the plan year? (See instructions and 29 CFR 2520.101-2.) ........................………..…. X Yes X No
If “Yes” is checked, complete lines 11b and 11c.
|
|
11b Is the plan currently in compliance with the Form M-1 filing requirements? (See instructions and 29 CFR 2520.101-2.) ……..... X Yes X No |
|
11c Enter the Receipt Confirmation Code for the 2021 Form M-1 annual report. If the plan was not required to file the 2021 Form M-1 annual report, enter the Receipt Confirmation Code for the most recent Form M-1 that was required to be filed under the Form M-1 filing requirements. (Failure to enter a valid Receipt Confirmation Code will subject the Form 5500 filing to rejection as incomplete.)
Receipt Confirmation Code______________________
|
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
File Title | 2020 Form 5500 |
Author | Bruce Silver |
File Modified | 0000-00-00 |
File Created | 2021-10-21 |