open-end credit meaning and example
Advisory activity not constituting loan originator activity would include for example licensed accountants advising clients on tax implications of credit terms registered financial advisors advising clients on potential effects of credit terms on client finances HUD-approved housing counselors assisting consumers with understanding the credit origination process and various. If a plan meets all the requirements for filing Form 5500-EZ and its total assets either alone or in combination with one or more one-participant plans maintained by the employer exceed 250000 at the end of the 2019 plan year Form 5500-EZ must be filed for each of the employers one-participant plans including those with less than 250000 in assets for the 2019.
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