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FORM 5500 SCHEDULE C 2011 SOFT DOLLAR DISCLOSURE SUPPLEMENT CAPITAL RESEARCH AND MANAGEMENT COMPANY This disclosure supplement provides information regarding soft dollars received by Capital Research

How to fill out form 5500 schedule c

How to fill out Form 5500 Schedule C:

1. Begin by downloading a copy of Form 5500 Schedule C from the official website of the Internal Revenue Service (IRS).
2. Review the instructions provided with the form to better understand the requirements and guidelines for completing it.
3. Fill in the basic information at the top of the form, including the plan sponsor's name, address, and employer identification number (EIN).
4. Provide details about the insurance carriers and service providers involved in the employee benefit plan.
5. Indicate the types of services provided by each service provider and the compensation received from them.
6. If there are any indirect compensation arrangements, disclose the nature of the arrangement and the parties involved.
7. Report any transactions or relationships that may be considered prohibited under ERISA or the Internal Revenue Code.
8. Include any fees paid directly to the plan sponsor and provide a breakdown of the services for which those fees were paid.
9. Calculate the total compensation for each service provider and enter the amounts in the appropriate sections of the form.
10. Attach additional sheets if necessary for providing a more detailed explanation of any compensation arrangements or relationships.
11. Review the completed Form 5500 Schedule C for accuracy and completeness before submitting it to the appropriate authorities.

Who needs Form 5500 Schedule C:

1. Form 5500 Schedule C is required for employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA). These plans include pension plans, 401(k) plans, and health and welfare plans.
2. Plan sponsors or administrators must file Form 5500 Schedule C to disclose information about service providers and their compensation arrangements.
3. The form helps ensure transparency and accountability in the management of employee benefit plans, protecting the interests of plan participants and beneficiaries.
4. Filing requirements may vary depending on the size and type of the plan, so it's essential to consult the instructions and regulations specific to your situation.

For pdfFiller’s FAQs

What is form 5500 schedule c?

Form 5500 Schedule C is a form used to report information on service provider compensation and other fees for a retirement plan.

Who is required to file form 5500 schedule c?

Plan administrators of certain retirement plans are required to file Form 5500 Schedule C.

How to fill out form 5500 schedule c?

Form 5500 Schedule C can be filled out online or by mail, providing information on service provider compensation and other fees.

What is the purpose of form 5500 schedule c?

The purpose of Form 5500 Schedule C is to provide transparency regarding service provider compensation and fees associated with retirement plans.

What information must be reported on form 5500 schedule c?

Information on service provider compensation, fees, and other expenses related to the administration of a retirement plan must be reported on Form 5500 Schedule C.

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