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This document is a quarterly financial report submitted by Independence Holding Company to the SEC, detailing financial statements, management's discussion, and other relevant financial data for the

How to fill out form 10-q - sec

How to fill out FORM 10-Q

1. Obtain the latest version of FORM 10-Q from the SEC's EDGAR database.
2. Review the instructions provided by the SEC for filling out FORM 10-Q.
3. Fill out the cover page with company information, including the exact name of the registrant, SEC file number, and fiscal quarter end date.
4. Complete the financial statements, including the balance sheet, income statement, and cash flow statement, for the fiscal quarter.
5. Provide management's discussion and analysis (MD&A) of financial condition and results of operations.
6. Fill out other mandatory sections, such as disclosures about market risk and controls.
7. Ensure that all numbers are accurately sourced from accounting records and are presented in accordance with GAAP or IFRS.
8. Review the completed FORM 10-Q for accuracy and completeness.
9. File the FORM 10-Q with the SEC electronically through the EDGAR system.

Who needs FORM 10-Q?

1. Publicly traded companies in the United States are required to file FORM 10-Q quarterly with the SEC.
2. Investors and analysts use FORM 10-Q to evaluate a company's financial performance and risks on a quarterly basis.
3. Regulatory agencies and stakeholders may need FORM 10-Q to assess compliance with financial regulations.

People Also Ask about

What triggers the filing of Form 10?

The SEC requires a company to file SEC Form 10 when it has more than $10 million in total assets and more than 500 shareholders. A company with fewer shareholders or assets may voluntarily make this SEC filing, but it is not required.

What is the difference between a 10-K and a 10-Q?

While 10K reports are due annually and must include audited financial statements, 10Q reports are due quarterly, three times a year, and include unaudited financial statements. 10Q filings provide shareholders and the public an on-going update on a company's performance over the year.

What is the difference between a Form 10-K and a Form 10-Q?

While 10K reports are due annually and must include audited financial statements, 10Q reports are due quarterly, three times a year, and include unaudited financial statements. 10Q filings provide shareholders and the public an on-going update on a company's performance over the year.

Is Form 10-Q audited?

Form 10-Q is similar to Form 10-K but less detailed. Additionally, the financial statements in a 10-Q are near the beginning of the filing, unlike the 10-K. The financial statements in a Form 10-Q are considered unaudited, unlike in the 10-K, where a full audit is performed.

Which of the following entities requires the filing of the Form 10-Q?

Yes, all U. S. public companies issuing common shares of stock that trade on exchanges are required to file Form 10-Q.

What is Form 10-Q used for?

The 10-Q provides a window into the financial health of a company. Investors can use the form to get a sense of its quarterly earnings and other elements of its operations and to compare them to previous quarters. Thus, it is a dependable performance-tracking tool.

Who signs 10-Q?

At least one complete copy of the report filed with the Commission and one such copy filed with each exchange must be manually signed on the registrant's behalf by a duly authorized officer of the registrant and by the principal financial or chief accounting officer of the registrant.

Who has to file 10-Q?

Any publicly traded company must file the Form 10-Q, along with the Form 10-K and other required filings. The SEC gives two timeframes for filing: Large accelerated and accelerated filers with a float exceeding $700 million need to submit Form 10-Q within forty days of the quarter's end.

For pdfFiller’s FAQs

What is FORM 10-Q?

FORM 10-Q is a quarterly report required by the Securities and Exchange Commission (SEC) that publicly traded companies must file to disclose their financial performance and other significant information.

Who is required to file FORM 10-Q?

Publicly traded companies in the United States, including domestic and foreign companies that are listed on a U.S. exchange, are required to file FORM 10-Q.

How to fill out FORM 10-Q?

FORM 10-Q can be filled out by providing financial statements, management discussions, and other relevant disclosures in accordance with SEC regulations. Companies usually complete it quarterly within 45 days after the end of each fiscal quarter.

What is the purpose of FORM 10-Q?

The purpose of FORM 10-Q is to provide investors and stakeholders with a clear view of a company's ongoing financial health, operational updates, and any material changes that occurred during the quarter.

What information must be reported on FORM 10-Q?

FORM 10-Q must report unaudited financial statements, management's discussion and analysis (MD&A), disclosures about market risk, changes in internal controls, and any legal proceedings or significant events that could impact the company's financial position.