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March 2017Volume 5 Issue 1ExxonMobilNews A publication for neighbors, employees and retirees in the Baton Rouge area junior astronaut, Miss Monroe and a state senator walk into Greenwood Park Punch
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A summary annual report is a document that provides a brief overview of a company's financial performance for the year.
Employers who offer retirement plans to their employees, such as a 401(k) plan, are required to file a summary annual report.
To fill out a summary annual report, the employer must gather information regarding the plan's financial performance and submit the required form to the appropriate regulatory body.
The purpose of a summary annual report is to provide employees with a summary of the financial performance of their retirement plan.
The summary annual report must include information about the plan's assets, liabilities, contributions, distributions, and fees.
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