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Right to Receive Copy of Form 5500-C/R


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Guest Theresa Irvin
Posted

When a participant requests a copy of the filing of the Form 5500-C/R for a particular plan year, do they receive the whole filing, including attachments, or should they only receive the pages of the 5500 itself?

Posted

I give them any attachment that is open to public inspection. This is indicated under the plan year on the form. The schedules that are not open are E, F, and SSA.

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