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Census Questionnaire
Plan Sponsor Name
Plan Year End
If this Plan covers employees of more than one company, please give the data for each company.
Names of Officers or Partners Who are Employees
Titles
Names of Stockholders/Partners Who are Employees
% of Stock/Partnership interest owned
Are there other businesses, incorporated or not, owned by this business or the owners of this business? Is this an affiliated service group?
Yes
No
Please list the names of any employees who are related to stockholders.
Name
Relationship
Related to Whom
Fiduciary Surety Bonding Information
Name of Insurance Company
Amount of Bond
Did you, or a business you control, maintain any other qualified plan (including frozen plans) for which Pension Investors Corp. does not provide services?
Yes
No
If Yes, explain:
Are there shared or leased employees?
Yes
No
Completed By
Title
Date Completed
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Forms
Census Data
Census Questionnaire
Corporate Information Sheet
Sole Proprietor Information