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State of CaliforniaHealth and Human Services AgencyDepartment of Health Care Services TOBY DOUGLAS DirectorEDMUND G. BROWN JR. Governorate: SEPTEMBER 17, 2013, ALL PLAN LETTER 13007 (REVISED) TO:ALL
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All plan letter 13-007 is a standardized form used by the IRS to collect information about retirement plans.
Employers who sponsor retirement plans are required to file all plan letter 13-007.
All plan letter 13-007 can be filled out electronically using the IRS online portal or by submitting a paper form.
The purpose of all plan letter 13-007 is to ensure compliance with IRS regulations regarding retirement plans.
Information such as plan assets, contributions, distributions, and participant data must be reported on all plan letter 13-007.
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