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Form 5500 - Schedule H for Carlsbad California: What You Should Know
In a notice released January 7, 2022, the Department of Labor and the Department of the Treasury, the agency responsible for conducting a review of the plan documents, will provide a final notice of the plan to employees in January 2022. The documents that were required to be filed on and after the date of the Final Notice will have to be re- filed if the new financial information submitted by the plan, new investments and operations that resulted from the review process meet the plan's financial and other standards. Sec. 5.1 — General Form 5500 Requirements (a) The Form 5500 must be filed in accordance with the following requirements and instructions. (1) For purposes of this section, “employee” means an individual who serves as a participant in an employee benefit plan. (2) This form may not include information about a plan unless: (A) the information is necessary for one or more of the following: (i) Determining the employee's eligibility for benefits under the plan; (ii) Providing the IRS with necessary information about the employee's account under the plan; (iii) Collecting information or evidence necessary for the review or approval of the plan; (iv) Submitting a plan document (Form 5500) for review by the IRS under section 401(a) or 501(a) of the Internal Revenue Code; (v) Submitting information relating to the plan to tax-exempt organizations under section 501(c)(3) of the Internal Revenue Code; (vi) Reviewing or approving a plan document (Form 5500) for compliance with section 403(b) of the Internal Revenue Code; (vii) Approval of an investment plan (Form 5100), tax-deferred deferred compensation (plan) or tax-exempt organization (Schedule O) under section 6011(d) of the Internal Revenue Code; and/or (viii) Any other matter in connection with the review or approval of the plan, including a request for information on current employee services by a plan sponsor. (S) When this form contains information about the qualifications or services of employees, such information need not be reported individually and may instead be reported in any other form (e.g.
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