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Printable Form 5500 - Schedule H Florida: What You Should Know

Provided on page 13 of the Schedule 12G for the plan year. (2). X (Employee Retirement Information). Notes on filing the Form 15(a). Filing schedule of pension income. (3). (Statement of Excess Deferred Compensation). Form 8606 for the plan year. The Instructions for Form 8606 — Fidelity Worldwide Institutional Funds. Instructions for Form 8606. Form 8607 (Retirement Plan Information). Instructions for Form 8607 (Retirement Plan Information): Filing schedule of retirement income. (2). X (Employee Retirement Information). (3). (Statement of Excess Deferred Compensation). The Instructions for Form 8607 — Fidelity Worldwide Institutional Funds. Notes on filing the Form 13A. Filing schedule of pension income. (2). X (Employee Retirement Information). (3). (Statement of Excess Deferred Compensation). Instructions for Form 13A — Fidelity Worldwide Institutional Funds. Notes on filing the Form 15B. For information on filing the Information Return for the Form 15B — U.S. Department of the Treasury — (1). X (Form 15B — Financial). Instructions for Form 15B — U.S. Department of the Treasury The Department of Labor Form 5400 — Employee Plans — Retirement Plans that are Not Employee Plans. For Paperwork Reduction Act Notice, see the Instructions for Form 5400. (4). X (Cumulative Record Keeping Schedule-Employee Plans). Instructions for form 5400 — Center for Retirement Research The Form 5400 series must be filed under section 1331 of the Internal Revenue Code. Note: All Form 5400 schedules should be filed with Form 5400, even if they are filed with Form 5500. The Schedule must include the following information. Note: Form 5400 series information and documents also should be filed with Forms 5500 through 5999 — Retirement Plans. (1). X (Pension and Annuity Information). Instructions for Form 5400. (2). X (Form 5400, Retirement Plans — Miscellaneous Provisions). (3). X (Summary Plan Description). Instructions for Form 5400. (4). The following (for pension and annuity information only). (5). X (Retirement Plans-Account Information). Instructions for Form 5400.

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