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Meridian Idaho Form 5500 - Schedule H: What You Should Know

Form 5500, Schedule H, Part IV, Line 34—Schedule of Liabilities (Acquired and Disposed of Without the Reasonable Expectation that They Are Not Reimbursed). 25. Form 5500, Schedule H, Part IV, Line 35—Schedule of Cash Distributions, and 26. Form 5500, Schedule H, Part IV, Line 36—Schedule of Investment or Other Revenue. 27. Form 5500, Schedule H, Part V, Line 2. Investment and Other Sources of Income. 28. Form 5500, Schedule H, Part VI. Line 18—Total Gross Assets within the United States 31. Form 15-K, Prospective Disclosure Statement. Page 5. Part V. Line 1(b)(1)(i) — Qualified Dividends received during the plan year. 32. Form 15-K, Prospective Disclosure Statement. Page 6. Part V. 33. Form 15-K, Prospective Disclosure Statement. Page 7. Part VI. 34. Form 15-K, Prospective Disclosure Statement. Page 8. Part VII. 35. Form 5500, Schedule H, Part V, Line 10a—Total Gross Assets outside the United States. 36. Form 5500A, Quarterly Payroll Tax Return/Report of Income. Page 3, Part V, line 18. If the employer's primary residence is in the United States, use a United States mailing address only. 35. Form 15-K, Prospective Disclosure Statement, page 2, Part V, Line 17b. 34. Form 15-K, Prospective Disclosure Statement, page 3, Part V, Line 19, Part VI, Line 8. When filing a self-employed business tax return, file only Form 5400 with the IRS. 35. See Form 1120S—Schedule C—Interest on Unused Deferred Compensation Arrangements. Line 15 (Form 1099-INT, Interest on Unused Deferred Compensation Arrangements), Line 16a (Form 1099-MISC, Interest on Unused Deferred Compensation Arrangements), and Line 18 of Schedule C. 36. See Form 1120S—Schedule C, line 6a. 37. See Form 1120S—Schedule C—Interest on Unused Deferred Compensation Arrangements.

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