Form 5500 and SAR Preparation Sample Clauses

The "Form 5500 and SAR Preparation" clause assigns responsibility for preparing and filing the annual Form 5500 and Summary Annual Report (SAR) required for employee benefit plans. Typically, this clause specifies which party—such as a plan administrator or third-party service provider—will gather the necessary financial and plan information, complete the required forms, and ensure timely submission to the Department of Labor. Its core function is to ensure compliance with federal reporting requirements, thereby reducing the risk of penalties and maintaining transparency for plan participants.
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Form 5500 and SAR Preparation. The Form 5500 and Summary Annual Report is provided annually at a fee of $0.00.
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Form 5500 and SAR Preparation. T. ▇▇▇▇ Price, through a third party provider selected by T. ▇▇▇▇ Price ("Provider"), shall produce the Form 5500 plus all required schedules and a summary annual report for the Plan. The Form 5500 preparation will not include the performance of an audit or retention of an actuary. Client shall provide all data necessary for the preparation of the Form 5500 directly to Provider, in such manner and by such deadlines as required by Provider, except that T. ▇▇▇▇ Price shall provide the financial data which it is required to prepare in accordance with this Agreement. Client shall be responsible for filing the Form 5500 and for distributing the summary annual reports to Participants. 143
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Related to Form 5500 and SAR Preparation

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