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BASIC PLAN INFORMATION DAILY ADVANTAGE NEW PLAN Page 1 of 7 Simplifying Retirement Plans for Business PLAN OVERVIEW Plan Name: Plan Year End: 12/31 11/30 10/31 9/30 8/31 7/31 Plan Effective Date:
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MG Trust - New is a type of trust established for the purpose of managing assets on behalf of beneficiaries.
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Any individual or entity who establishes a MG Trust - New is required to file the necessary documentation.
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The purpose of MG Trust - New is to protect and manage assets for the benefit of the beneficiaries.
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Information such as the names of the grantor, beneficiaries, and trustees, as well as details of the assets held in the trust, must be reported on MG Trust - New.
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