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Return to: 5500 University Parkway UH 150 San Bernardino, CA 92407 Tel: (909) 5375227 Fax: (909) 537702420212022 Satisfactory Academic Progress (SAP) Appeal Academic Plan Last Name ___ First Name___

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How to fill out california state university 5500

01

Obtain form 5500 from the California State University website or IRS website

02

Fill out the basic information section including the name of the employer, EIN, plan number, and plan name

03

Provide detailed financial information including assets, liabilities, contributions, and benefits paid

04

Attach any applicable schedules or additional information required

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Double check all information for accuracy before submitting

Who needs california state university 5500?

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Employers who offer a retirement or welfare benefit plan to their employees

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Plan administrators responsible for filing annual reports with the IRS

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Anyone seeking information on the financial health and compliance of California State University's benefit plans

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What is california state university 5500?

California State University 5500 is a form used to report information about retirement plans offered by educational institutions.

Who is required to file california state university 5500?

Educational institutions offering retirement plans are required to file California State University 5500.

How to fill out california state university 5500?

California State University 5500 can be filled out online or by mail, following the instructions provided by the Department of Labor.

What is the purpose of california state university 5500?

The purpose of California State University 5500 is to provide transparency and accountability regarding retirement plans offered by educational institutions.

What information must be reported on california state university 5500?

California State University 5500 requires information about the plan's funding, investments, operations, and participants.

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