Why do you need this information? Can you use what we provided last year?

The information we request during compliance testing is used to prepare an annual Form 5500 on your company’s behalf.  Similar to other tax forms, the information detailed on this form must accurately reflect the plan’s state over the course of the plan year. Things do change. For example, HCEs and owners may vary from one year to the next. For this reason, we ask that you provide this information annually.