Form 5500 2023 Form 5500

Form 5500 Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration Pension Benefit Guaranty Corporation

Annual Return/Report of Employee Benefit Plan This form is required to be filed for employee benefit plans under sections 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6057(b) and 6058(a) of the Internal Revenue Code (the Code).  Complete all entries in accordance with the instructions to the Form 5500.

OMB Nos. 1210-0110 1210-0089 2023 This Form is Open to Public Inspection

Part I

Annual Report Identification Information

For calendar plan year 2023 or fiscal plan year beginning and ending

A This return/report is for:

X a multiemployer plan

X a multiple-employer plan (Filers checking this box must provide participating employer information in accordance with the form instructions.)

X a single-employer plan

X a DFE (specify) _C_

B This return/report is:

X the first return/report

X the final return/report

X an amended return/report

X a short plan year return/report (less than 12 months)

C If the plan is a collectively-bargained plan, check here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. X

D Check box if filing under:

X Form 5558

X automatic extension

X the DFVC program

X special extension (enter description) ABCDEFGHI ABCDE

E If this is a retroactively adopted plan permitted by SECURE Act section 201, check here. . . . . . . . . . . . . . . . . . . . . . . . . .. X

Part II

Basic Plan Information—enter all requested information

1a Name of plan ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI

1b Three-digit plan number (PN) 

001

1c Effective date of plan YYYY-MM-DD

2a Plan sponsor’s name (employer, if for a single-employer plan) Mailing address (include room, apt., suite no. and street, or P.O. Box) City or town, state or province, country, and ZIP or foreign postal code (if foreign, see instructions)

2b Employer Identification Number (EIN) 012345678

ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI D/B/A ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI c/o ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789 ABCDEFGHI ABCDEFGHI ABCDE 123456789 ABCDEFGHI ABCDEFGHI ABCDE CITYEFGHI ABCDEFGHI AB, ST 012345678901 UK

2c Plan Sponsor’s telephone number 0123456789

2d Business code (see instructions) 012345

Caution: A penalty for the late or incomplete filing of this return/report will be assessed unless reasonable cause is established.

Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return/report, including accompanying schedules, statements and attachments, as well as the electronic version of this return/report, and to the best of my knowledge and belief, it is true, correct, and complete.

SIGN HERE

YYYY-MM-DD

ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDE

Signature of plan administrator

Date

Enter name of individual signing as plan administrator

SIGN HERE

YYYY-MM-DD

ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDE

Signature of employer/plan sponsor

Date

Enter name of individual signing as employer or plan sponsor

SIGN HERE

YYYY-MM-DD

ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDE

Signature of DFE

Date

Enter name of individual signing as DFE

For Paperwork Reduction Act Notice, see the Instructions for Form 5500.

Form 5500 (2023) v. 230127

3a Plan administrator’s name and address X Same as Plan Sponsor ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI c/o ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789 ABCDEFGHI ABCDEFGHI ABCDE 123456789 ABCDEFGHI ABCDEFGHI ABCDE CITYEFGHI ABCDEFGHI AB, ST 012345678901 UK				3b Administrator’s EIN 012345678
				3c Administrator’s telephone number 0123456789
4 If the name and/or EIN of the plan sponsor or the plan name has changed since the last return/report filed for this plan, enter the plan sponsor’s name, EIN, the plan name and the plan number from the last return/report:				4b EIN012345678
a Sponsor’s name c Plan Name				4d PN 012
5 Total number of participants at the beginning of the plan year					5	123456789012
6 Number of participants as of the end of the plan year unless otherwise stated (welfare plans complete only lines 6a(1), 6a(2), 6b, 6c, and 6d).
a(1)	Total number of active participants at the beginning of the plan year				6a(1)
a(2)	Total number of active participants at the end of the plan year				6a(2)
b	Retired or separated participants receiving benefits				6b	123456789012
c	Other retired or separated participants entitled to future benefits				6c	123456789012
d	Subtotal. Add lines 6a(2), 6b, and 6c.				6d	123456789012
e	Deceased participants whose beneficiaries are receiving or are entitled to receive benefits.				6e	123456789012
f	Total. Add lines 6d and 6e.				6f	123456789012
g(1)	Number of participants with account balances as of the beginning of the plan year (only defined contribution plans complete this item)				6g(1)
g(2)	Number of participants with account balances as of the end of the plan year (only defined contribution plans complete this item)				6g(2)	123456789012
h	Number of participants who terminated employment during the plan year with accrued benefits that were less than 100% vested				6h	123456789012
7 Enter the total number of employers obligated to contribute to the plan (only multiemployer plans complete this item)					7
8a If the plan provides pension benefits, enter the applicable pension feature codes from the List of Plan Characteristics Codes in the instructions:
b If the plan provides welfare benefits, enter the applicable welfare feature codes from the List of Plan Characteristics Codes in the instructions:
9a Plan funding arrangement (check all that apply)		9b Plan benefit arrangement (check all that apply)
(1) X Insurance		(1) X Insurance
(2) X Code section 412(e)(3) insurance contracts		(2) X Code section 412(e)(3) insurance contracts
(3) X Trust		(3) X Trust
(4) X General assets of the sponsor		(4) X General assets of the sponsor
10 Check all applicable boxes in 10a and 10b to indicate which schedules are attached, and, where indicated, enter the number attached. (See instructions)
a Pension Schedules			b General Schedules
(1) X R (Retirement Plan Information)			(1) X H (Financial Information)
(2) X MB (Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information) - signed by the plan actuary			(2) X I (Financial Information – Small Plan)
			(3) X A (Insurance Information) – Number Attached ______
			(4) X C (Service Provider Information)
(3) X SB (Single-Employer Defined Benefit Plan Actuarial Information) - signed by the plan actuary			(5) X D (DFE/Participating Plan Information)
(4) X DCG (Individual Plan Information) – Number Attached ______			(6) X G (Financial Transaction Schedules)
(5) X MEP (Multiple-Employer Retirement Plan Information)

Part III	Form M-1 Compliance Information (to be completed by welfare benefit plans)
11a If the plan provides welfare benefits, was the plan subject to the Form M-1 filing requirements during the plan year? (See instructions and 29 CFR 2520.101-2.) ........................………..…. X Yes X No If “Yes” is checked, complete lines 11b and 11c.
11b Is the plan currently in compliance with the Form M-1 filing requirements? (See instructions and 29 CFR 2520.101-2.) ……..... X Yes X No
11c Enter the Receipt Confirmation Code for the 2023 Form M-1 annual report. If the plan was not required to file the 2023 Form M-1 annual report, enter the Receipt Confirmation Code for the most recent Form M-1 that was required to be filed under the Form M-1 filing requirements. (Failure to enter a valid Receipt Confirmation Code will subject the Form 5500 filing to rejection as incomplete.) Receipt Confirmation Code______________________