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Form 5500-EZ online Davenport Iowa: What You Should Know

Part II. Return Identification Information. An initial report for each of the plan years in the calendar year, including the total balance at the beginning of the calendar year and the accumulated value at the beginning of the calendar year. An initial report (Form 5500-EZ-A) and an annual return of the accumulated value (Form 5500-EZ-D), including information relating to the plan year such as date of birth, social security number, year of birth, and any change and an estimated date for each change. Part III. Form 5500-EZ Instructions. For the calendar year 2024 or fiscal plan year beginning (1/1) January 1, 2020, a copy of the Instructions for Form 5500-EZ (Form 5500-EZ-A) required by section 6501(f), Regulations section 1.6501-5(f) and (g), for the plan year 2024 or fiscal plan year beginning (1/1) January 1, 2018, for which the annual return is to be sent electronically or provided as Part I in a separate document to accompany the Form 5500-EZ, including any required section (b)(3), (c)(2), and (d) information. A copy of the Form 5500-EZ—Additional Instructions for Form 5500—EZ (Form 5500-SF) is provided.

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