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SUMMARY ANNUAL REPORT FOR SIZEMORE, INC. 401(K) PLAN

This is a summary of the annual report for the SIZEMORE, INC. 401(K) PLAN (Employer Identification Number 58-1026894, Plan Number 001) for the plan year 01/01/2017 through 12/31/2017. The annual report has been filed with the Employee Benefits Security Administration, as required under the Employee Retirement Income Security Act of 1974 (ERISA).

Click here to read the full report


 

401(K) Safe Harbor Notice To All Eligible Employees
This is an annual notice and only applies to the Plan Year beginning on January 1, 2019

This notice covers the following points:

  • How much you can contribute to the Plan;
  • What other amounts the Employer will contribute to the Plan for you; and
  • When your Plan account will be vested (that is, not lost when you leave your job), and when you can receive a distribution of your Plan account.

Click here to read the complete 401(K) Safe Harbor Notice


 

Annual Participant Fee Disclosure - Sizemore, Inc. 401(k) Plan

Important Notice concerning Plan and Investment-Related Information, Including Investment Option Performance History, Fees and Expenses.

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Notice Regarding Periodic Benefit Statements

The Pension Protection Act (PPA) introduced requirements regarding information that must be provided to you by the Plan.  You may receive this information from different sources, in multiple documents and at different times as described in the full document.

Click here to read the full document


 

Vesting Statement

Pursuant to the terms of the Pension Protection Act of 2006, Participants must be provided with the following information regarding their vested interest in the Plan on a yearly basis.  Click here for that information.

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