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<br />~ <br /> <br /> <br />@ <br /> <br />IC.\l\ <br />RETIRE.\IENT <br />CORPORATION <br /> <br />457 Deferred Compensation Plan <br /> <br />Implementation Data Form <br /> <br />· Instructions to Employer: Pro.vide necessary information to establish your plan properly. <br />Please contact Customer Services at 1-800-326-7272, if you have any questions. <br /> <br />RC Use Only <br />1. Employer Number: <br /> <br />General <br />Information <br /> <br />2. Employer's Full Name: City of Sunny Isles Beach <br />3. Street Address: 17070 Collins Avenue, Suite 250 <br />Sunny Isles Beach, FL 33160 <br /> <br />4. City: Sunny Isles Beach State: FL <br />5. Primary Contact Name: James DiPietro <br />6, Primary Contact Title: City Manager <br />7. Primary Contact Telephone#: l.3..O..5 947 - 0 606 8. Fax #:( 3 0 ~ 947 - 4 386 <br />9. Employer's Federal Tax Identification Number: 65-0784647 <br />10, If of Employees: 7 11. # of Employees Eligible for Plan Participation: <br /> <br />Zip Cod~31 60 <br /> <br />7 <br /> <br />Plan <br />Implemen- <br />tation <br />Information <br /> <br />12, Plan Year-end Date: 09/30 13. Fiscal Year-end Date: 09/30 <br />14. Plan Level Quarterly Statements: (Note: · = default) <br />a, Sort Order: 0 S=SSN. 0 N=Name <br />b. Output Media: 0 P=Paper. 0 M=Microfiche <br />c. Type: 0 S=Summary. 0 D=Detail <br />15. Contribution Information <br />a. Frequency: (check one): <br /> <br />o B=Bound <br /> <br />o (0) Bi-weekly. 0 (4) Monthly <br />o (1) Weekly 0 (5) Semi-monthly <br />o ~2) Semi-weekly 0 (6) Bi-quarterly <br />o ~) Bi-monthly 0 (7) Quarterly <br />o Check. 0 Wire <br />o Tape 0 RC Quickdisk <br />o Submittal Document. <br />d. First Pay Date Following Implementation: <br />e. Contribution Submittal Printing: 0 Do Not Print 0 Print wi $ Amount. 0 Print wlo $ Amount <br />f. Sort Order: 0 SSN. 0 Name <br />16. Allocation Change Frequency: 0 No Restrictions. <br />o '1 per 12 months <br />o 1 per 6 months <br />17, Default Fund for Investment Allocations: <br />Instructions: 1. Default investment allocation-enter the % to be used for investment allocation if <br />participant elected allocation is not available. <br />2.lnvestment restrictions-place an "x" in the funds that are NOT eligible for <br />contributions or fund transfers. <br /> <br />b, Deposit Medium: <br />c. Media Transmission: <br /> <br />o (8) Semi-quarterly <br />o (9) Bi-annually <br />o (10) Annually <br />o (11) Semi-annually <br /> <br />o EDT <br />o Diskette <br /> <br />o 1 per 4 months <br />o 1 per 3 months <br />o 1 per Plan Year <br /> <br />o (35) Aggressive Opportunities Fund _% <br />o (45) International Fund_% <br />o (20) Growth Stock Fund_% <br />o (50) Broad Market Index Fund _% <br />o (25) Equity Income Fund_% <br />o (40) Asset Allocation Fund_% <br /> <br />o (55) Social Responsibility Fund_% <br />o (30) Core Bond Fund _ % <br />o (75) U.S. Treasury Securities Fund_% <br />o (60) Cash Management Fund _ % <br />o (71) PLUS Fund _ % <br />...more funds on next page <br />