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Form 5500 - Schedule H for Round Rock Texas: What You Should Know

S. Department of Labor SCHEDULE I (Form 5500‑A). Centers for Retirement Research, INC. (1) The name of the person filing the information return on behalf of a plan or other arrangement; and (2) The name of the person filing the information return on behalf of a plan or other arrangement that is the sponsor of the plan. Financial information for the plan sponsor's spouse. Financial information for the sponsoring organization. Publication to help plan sponsors prepare their Form 5500‑A with the correct tax forms. Publication to help plan sponsors prepare their Form 5500 through the U.S. Department of Labor's Form 5500 — Schedules for Self-Employed Individuals, Plan Sponsors, and Estates, 2023 Instructions for Form 5500-A Financial Information Reporting Forms and Publications — Center for Retirement Research, INC. (1) The name of an arrangement. (2) The name of the promoter(s); (3) The amount of plan assets invested by the promoter for the distribution period (excluding amounts described below); and (4) The name, address, and other information and data required by the Secretary with respect to the promoter's distribution. Financial information for the promoter of a plan (including amounts described below). Financial information for the sponsor; financial information for the organization; financial information for the sponsor's spouse; and publication to help plan sponsors prepare their Forms 5500-A with the correct tax forms. (1) The name of the person filing the information return on behalf of the plan or other arrangement; (2) The name of the person filing the information return on behalf of a plan or other arrangement that is the sponsor of the plan; and (3) The name, address, and other information and data required by the Secretary with respect to the promoter's distribution of the plan or other arrangement. Financial information for the sponsor; financial information for the organization; financial information for the sponsor's spouse; and publication to help plan sponsors prepare their Forms 5500‑A with the correct tax forms. Financial Information Report on Form 5500‑A Financial Information Report — Center for Retirement Research, INC. SCHEDULE J (Form 5500-B). Centers for Retirement Research, INC.

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