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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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What is summary annual report?
A summary annual report is a document that provides a brief overview of a company's financial performance for the year.
Who is required to file summary annual report?
Employers who offer retirement plans to their employees, such as a 401(k) plan, are required to file a summary annual report.
How to fill out 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.
What is the purpose of summary annual report?
The purpose of a summary annual report is to provide employees with a summary of the financial performance of their retirement plan.
What information must be reported on summary annual report?
The summary annual report must include information about the plan's assets, liabilities, contributions, distributions, and fees.
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