OMB No. 1210-0110 SCHEDULE G Financial Transaction Schedules (Form 5500) Department of Treasury This schedule is required to be filed under section 104 of the Employee Retirement 2022 Internal Revenue Service Income Security Act of 1974 (ERISA) and section 6058(a) of the Internal Revenue Code (the Code). Department of Labor Employee Benefits Security Administration File as an attachment to Form 5500. This Form is Open to Public Inspection. For calendar plan year 2022 or fiscal plan year beginning and ending A Name of plan B Three-digit ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI plan number (PN) 001 ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI C Plan sponsor’s name as shown on line 2a of Form 5500 D Employer Identification Number (EIN) ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 012345678 ABCDEFGHI Part I Schedule of Loans or Fixed Income Obligations in Default or Classified as Uncollectible Complete as many entries as needed to report all loans or fixed income obligations in default or classified as uncollectible. Check box (a) if obligor is known to be a party in interest. Attach Overdue Loan Explanation for each loan listed. See Instructions. (c) Detailed description of loan including dates of making and maturity, interest rate, the (a) (b) Identity and address of obligor type and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD Amount received during reporting year Amount overdue (g) Unpaid balance at end loan (h) Principal (i) Interest (d) Original amount of (e) Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 (c) Detailed description of loan including dates of making and maturity, interest rate, the (a) (b) Identity and address of obligor type and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD Amount received during reporting year Amount overdue loan (e) (g) Unpaid balance at end Principal (i) Interest (h) (d) Original amount of Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 SAMPLE (c) Detailed description of loan including dates of making and maturity, interest rate, the (a) (b) Identity and address of obligor type and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD Amount received during reporting year Amount overdue (g) Unpaid balance at end loan (h) Principal (i) Interest (d) Original amount of (e) Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 For Paperwork Reduction Act Notice, see the Instructions for Form 5500. Schedule G (Form 5500) 2022 v. 220413 |
Schedule G (Form 5500) 2022 Page 2 - 1 x (c) Detailed description of loan including dates of making and maturity, interest rate, the type (a) (b) Identity and address of obligor and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD Amount received during reporting year Amount overdue loan (e) (g) Unpaid balance at end Principal (i) Interest (h) (d) Original amount of Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 (c) Detailed description of loan including dates of making and maturity, interest rate, the type (a) (b) Identity and address of obligor and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD Amount received during reporting year Amount overdue loan (e) (g) Unpaid balance at end Principal (i) Interest (h) (d) Original amount of Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 (c) Detailed description of loan including dates of making and maturity, interest rate, the type (a) (b) Identity and address of obligor and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD Amount received during reporting year Amount overdue (g) Unpaid balance at end loan (h) Principal (i) Interest (d) Original amount of (e) Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 (c) Detailed description of loan including dates of making and maturity, interest rate, the type (a) (b) Identity and address of obligor and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDSAMPLE Amount received during reporting year Amount overdue (g) Unpaid balance at end loan (h) Principal (i) Interest (d) Original amount of (e) Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 (c) Detailed description of loan including dates of making and maturity, interest rate, the type (a) (b) Identity and address of obligor and value of collateral, any renegotiation of the loan and the terms of the renegotiation, and other material items ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDE ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD Amount received during reporting year Amount overdue (g) Unpaid balance at end loan (h) Principal (i) Interest (d) Original amount of (e) Principal (f) Interest of year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 |
Schedule G (Form 5500) 2022 Page 3 - 1 x Part II Schedule of Leases in Default or Classified as Uncollectible Complete as many entries as needed to report all leases in default or classified as uncollectible. Check box (a) if lessor or lessee is known to be a party in interest. Attach Overdue Lease Explanation for each lease listed. (See instructions) (c) Relationship to plan, employer, (d) Terms and description (type of property, location and date it was (a) (b) Identity of lessor/lessee employee organization, or other purchased, terms regarding rent, taxes, insurance, repairs, party-in-interest expenses, renewal options, date property was leased) ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCD ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Original cost (f) Current value at time of (g) Gross rental receipts (h) Expenses paid during Net receipts (j) Amount in arrears lease during the plan year the plan year (i) 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 12345678901234 (c) Relationship to plan, employer, (d) Terms and description (type of property, location and date it was (a) (b) Identity of lessor/lessee employee organization, or other purchased, terms regarding rent, taxes, insurance, repairs, party-in-interest expenses, renewal options, date property was leased) ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCD ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Original cost (f) Current value at time of (g) Gross rental receipts (h) Expenses paid during Net receipts (j) Amount in arrears lease during the plan year the plan year (i) 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 12345678901234 (c) Relationship to plan, employer, (d) Terms and description (type of property, location and date it was (a) (b) Identity of lessor/lessee employee organization, or other purchased, terms regarding rent, taxes, insurance, repairs, party-in-interest expenses, renewal options, date property was leased) ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCD ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Original cost (f) Current value at time of (g) Gross rental receipts (h) Expenses paid during Net receipts (j) Amount in arrears lease during the plan year the plan year (i) 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 12345678901234 (c) Relationship to plan, employer, (d) Terms and description (type of property, location and date it was (a) (b) Identity of lessor/lessee employee organization, or other purchased, terms regarding rent, taxes, insurance, repairs, party-in-interest expenses, renewal options, date property was leased) ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCD ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Original cost (f) Current value at time of (g) Gross rental receipts (h) Expenses paid during (i) Net receipts (j) Amount in arrears lease during the plan year the plan year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 12345678901234 (c) Relationship to plan, employer, (d) Terms and description (type of property, location and date it was (a) (b) Identity of lessor/lessee employee organization, or other purchased, terms regarding rent, taxes, insurance, repairs, party-in-interest expenses, renewal options, date property was leased) ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCD ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD SAMPLE (e) Original cost (f) Current value at time of (g) Gross rental receipts (h) Expenses paid during (i) Net receipts (j) Amount in arrears lease during the plan year the plan year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 12345678901234 (c) Relationship to plan, employer, (d) Terms and description (type of property, location and date it was (a) (b) Identity of lessor/lessee employee organization, or other purchased, terms regarding rent, taxes, insurance, repairs, party-in-interest expenses, renewal options, date property was leased) ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI X ABCDEFGHI ABCD ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Original cost (f) Current value at time of (g) Gross rental receipts (h) Expenses paid during (i) Net receipts (j) Amount in arrears lease during the plan year the plan year 123456789012345 123456789012345 123456789012345 123456789012345 123456789012345 12345678901234 |
Schedule G (Form 5500) 2022 Page 4 - 1 x Part III Nonexempt Transactions Complete as many entries as needed to report all nonexempt transactions. Caution: If a nonexempt prohibited transaction occurred with respect to a disqualified person, file Form 5330 with the IRS to pay the excise tax on the transaction. (a) Identity of party involved (b) Relationship to plan, employer, (c) Description of transaction including maturity date, (d) Purchase price or other party-in-interest rate of interest, collateral, par or maturity value ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789012345 ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Selling price (f) Lease rental (g) Transaction expenses (h) Cost of asset (i) Current value of (j) Net gain (or loss) on asset each transaction 123456789012345 123456789012345 123456789012345 123456789012345 12345678901235 -1234567890123455 (a) Identity of party involved (b) Relationship to plan, employer, (c) Description of transaction including maturity date, (d) Purchase price or other party-in-interest rate of interest, collateral, par or maturity value ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789012345 ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Selling price (f) Lease rental (g) Transaction expenses (h) Cost of asset (i) Current value of (j) Net gain (or loss) on asset each transaction (a) Identity of party involved (b) Relationship to plan, employer, (c) Description of transaction including maturity date, (d) Purchase price or other party-in-interest rate of interest, collateral, par or maturity value ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789012345 ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Selling price (f) Lease rental (g) Transaction expenses (h) Cost of asset (i) Current value of (j) Net gain (or loss) on asset each transaction 123456789012345 123456789012345 123456789012345 123456789012345 12345678901235 -1234567890123455 (a) Identity of party involved (b) Relationship to plan, employer, (c) Description of transaction including maturity date, (d) Purchase price or other party-in-interest rate of interest, collateral, par or maturity value ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789012345 ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Selling price (f) Lease rental (g) Transaction expenses (h) Cost of asset (i) Current value of (j) Net gain (or loss) on asset each transaction (b) Relationship to plan, employer, (c) Description of transaction including maturity date, (a) Identity of party involved or other party-in-interest rate of interest, collateral, par or maturity value (d) Purchase price ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789012345 ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI SAMPLE ABCDEFGHI ABCD (e) Selling price (f) Lease rental (g) Transaction expenses (h) Cost of asset (i) Current value of (j) Net gain (or loss) on asset each transaction 123456789012345 123456789012345 123456789012345 123456789012345 12345678901235 -1234567890123455 (a) Identity of party involved (b) Relationship to plan, employer, (c) Description of transaction including maturity date, (d) Purchase price or other party-in-interest rate of interest, collateral, par or maturity value ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI 123456789012345 ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCD (e) Selling price (f) Lease rental (g) Transaction expenses (h) Cost of asset (i) Current value of (j) Net gain (or loss) on asset each transaction 123456789012345 123456789012345 123456789012345 123456789012345 12345678901235 -1234567890123455 |