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Sample acquisition review report

XYZ Corporation – Acquisition Review Report

RETIREMENT PLAN REVIEW
XYZ. PROFIT SHARING PLAN & TRUST

XYZ Corporation Plan Summary XYZ PROFIT SHARING PLAN & TRUST
Plan Name
Plan Sponsor XYZ Industries, Inc.
Acquisition Review Report EIN 99-9909900
Plan # 001
Effective Date 4/1/1989
Restatement Date 1/1/2015
Last Amendment 1/17/2020
Recordkeeper Fidelity
Trustee FMTC
January 2021
Plan Year 12/31
Last Form 5500 Filed 2019
Plan Assets
As of XX/XX/XXXX $50M
Outstanding loans $5M
Participants
Total Number of Participants 1,500
Participants with Balances 1,125
Total Participation Rate 75%
Average Deferral Rate 5.5%
Pending IRS/DOL Correspondence or No
Audit
Operational Issues No defects that XYZ is aware of
Match contribution frequency Per pay period
YTD contributions fully funded (2020) Yes

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American Vision Partners — Lockton: A collaborative Healthcare Practice review 41 Lockton Companies