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Get IRS 5309 2012-2023

Signated as an employee stock ownership plan (ESOP) within the meaning of section 4975(e)(7)? b Is the plan designed to invest primarily in employer securities as defined in section 409(l)? c Is each participant or beneficiary entitled to direct the plan to vote the allocated securities as required by section 409(e)? d Does the plan provide that each participant who is entitled to a distribution from the plan has a right to demand that the benefit be distributed in the form of employer sec.

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