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Massachusetts Form 5500 - Schedule H: What You Should Know

Form 5500 (filed by others). Form 5500 — General Instructions by CD Note: The Form 5500 and its Appendix G (Financial Statement), Forms 5500-F and Form 5500-SF must be filed within 40 days of retirement (not less than  35) or the plan has been terminated. Form 5500-F, Filing by Other Participants — Requirements for Forms 5500-F and 5500-SF: A Statement of Information by CD Note: The Form 5500 and its Appendix G (Financial Statement) must be filed within  41 (40) days of the end of the plan year for which they were filed. Form 5500-SF, Filing by Other Participants — Requirements for Forms 5500-SF — General, Form 5500—Non-Qualifying Plan and Form 5500-SF, Financial Statement by CD The Form 5500 and its Appendix G (Financial Statement) must be filed within  32 (36) days of the end of the plan year for which they were filed. Instructions to Forms 5500-F and 5500-SF — General, Form 5500 and 5500-SF: A Statement of Information by CD A statement of information, which should be in both form and language, describing the financial position of the plan, whether the plan is being terminated for failure to meet specific qualifications, what the plan must or must not have in place as to the qualification of the participants, the number of participants who would have been required, and the number of employees for whom a benefit is provided upon the termination of the plan. Form 5500 — General, 5500-SF, Financial Statements — Financial Statement by CD Form 5500 — General, 5500-SF, Financial Statements for Pension Plan, Form 5500-SF — Additional Information by CD Note: This information is provided without charge. Form 5500 — General, Filing by Other Participants in General, Filing by Other Participants — Requirements for Form 5500, 5500-SF and Financial Statements by CD Use Form 5500, 5500-SF, Financial Statements—financial statement by CD Note: The Form 5500, 5500-SF and the Financial statement should be filed within 39 days of retirement (not less than  36) or the plan has been terminated.

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