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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