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Este informe presenta el reporte anual y los estados financieros auditados del PLAN SMART de MPF PRINCIPAL para el año que finalizó el 31 de diciembre de 2023. Contiene el rendimiento global y el análisis de inversiones, así como los costos y gastos asociados.
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01
Gather all financial statements and records for the year.
02
Review and confirm accuracy of the financial data.
03
Prepare the income statement, balance sheet, and cash flow statement.
04
Compile notes to the financial statements for clarity.
05
Draft management comments and analysis to accompany the report.
06
Ensure compliance with relevant accounting standards.
07
Schedule an audit with a certified auditor.
08
Provide the auditor with all necessary documents for review.
09
Review the auditor's findings and feedback.
10
Incorporate any required adjustments into the final report.
11
Finalize the annual report and distribute it to stakeholders.

Who needs annual report and audited?

01
Shareholders and investors who require transparency on financial performance.
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Banks and creditors to assess creditworthiness.
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Management for internal review and strategic planning.
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Employees interested in company performance and stability.
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An annual report is a comprehensive report on a company's activities throughout the preceding year. It is intended to give shareholders and other interested parties information about the company's performance and financial position. An audited report means that the financial statements have been examined and verified by an external, independent auditor to ensure accuracy and compliance with the relevant accounting standards.
Publicly traded companies and certain private companies, depending on the jurisdiction, are typically required to file annual reports and have them audited. Regulatory authorities often mandate these filings to ensure transparency and accountability to shareholders and the public.
To fill out an annual report, companies need to gather their financial data, including income statements, balance sheets, and cash flow statements. They should follow a standardized format required by regulatory authorities, ensuring that all sections (e.g., management discussion, financial summaries, auditor's report) are completed thoroughly. Consulting with accounting professionals or auditors can help ensure accuracy and compliance.
The purpose of an annual report is to provide stakeholders with a transparent and comprehensive overview of the company's financial health and operational achievements. Audited reports enhance credibility as they provide an independent verification of the company's financial statements, thus promoting trust among investors, regulators, and the public.
An annual report must include financial statements (balance sheet, income statement, cash flow statement), notes to the financial statements, management discussion and analysis, company highlights, information about the board of directors, and an auditor's opinion. Additional disclosures may be required depending on regulatory requirements and the company's operations.
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