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A Summary of Your Assets and Liabilities and Certain Statistical Information (individuals). Download Form (pdf, 55.Fill out all of your schedules first; then complete the information on this form. 401(k) Resource Guide Plan Participants Summary Plan Description. More In Retirement Plans. The summary plan description is an important document that tells participants what the plan provides and how it operates. G.130 - Program Overview. 13. A Civil Cover Sheet is required when filing any case in a circuit or district court. Cover Page and Table of Contents. These pages identify your business and make it easy for readers to find and examine particular documents.