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Pima Arizona Form 5305-A-SEP: What You Should Know

Pima County's Employee Retirement Plan — Employee Retirement Plan Pima County Employees' Retirement System — Employee Retirement System Pima County Employees' Retirement System — Individual Retirement Plan and Plan Summary Employee Retirement System Summary The agreement contains the following elements: Form 5365 (Rev. April 2008) — Internal Revenue Code Form 5365—SEP-1 (Rev. July 2018) — Internal Revenue Code Form 5365A—SEP-1 (Rev. December 2016) — Internal Revenue Code Form 5365A—SEP-1 (Rev. December 2016) — Internal Revenue Code and Guide to Form 5365A Form 5365A-SEP (Rev. May 2011) — Internal Revenue Code Form 5517A—Social Security Act An optional statement that the plan is a “Pima County Employee Retirement Plan.” The Plan Summary document should explain how contributions are deducted from employee wages and the balance of employee earnings are invested. It should also inform the employee whether and how to sell or redeem the investments.  Employee Retirement Plan Summary For employee accounts, this form contains the following information: Form 5365—SEP-1 (Rev. July 2018) — Internal Revenue Code Form 5517A—Social Security Act (Rev. August 2007) Form 5517A—Social Security Act (Rev. November 2007) Employee Benefits — Pinal County Designed for eligible Pinal County employees. Its primary purpose is to keep you up to date by providing information, forms, and plan documents.  It includes the following sections: The Employee Retirement Plan is a public and federally insured plan for Pinal County employees. All contributions are made to the plan, and all earnings are deposited in the Plan. A contribution of 10 percent is required for each employee, including active and inactive employees. Pinal County Health Benefits Form — Employee Benefits The plan is managed by the City of Final.  Employees may opt in to participate in the plan, and the plan may also utilize a separate fund or savings vehicle to maintain the Pima County Health and Wellness Foundation as a separate investment fund.

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