Plan Extraction Results
Review the extracted data below. Certified values are verified from the source document.
Trust Level
100% or Silent
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Export OptionsCertified values only
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Generate a Document Preparation Form (DPF) pre-filled with the certified extracted values. Only verified data will be included—uncertain fields are left blank for manual review.
Every value in the generated DPF has been certified from the source document. No guessing, no assumptions.
Name, address, EIN, entity type
Name, dates, plan number
Service, age, entry dates
Match, safe harbor, vesting