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Form 5500Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits SecurityAdministration Pension Benefit Guaranty Corporation Annual Return/Report of Employee Benefit
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The calendar plan year is the 12-month period beginning on January 1st and ending on December 31st.
Employers who sponsor retirement plans that operate on a calendar year basis are required to file for calendar plan year.
To fill out for calendar plan year, employers must gather relevant plan information and submit it in the required format to the appropriate regulatory agency.
The purpose of the calendar plan year is to report information about retirement plans and ensure compliance with applicable regulations.
Information such as participant contributions, employer contributions, investment performance, and plan expenses must be reported on for calendar plan year.
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