Good afternoon everybody and welcome to today's webinar hosted by the Retirement Advantage. Today, we're going to be discussing how to electronically sign Form 5500. My name is Bill Senegal and I'm the Marketing Communications Director for the Retirement Advantage. Today's presenters are Amy Polhemus and Christina Hennessy, who are TRS Client Relationship Managers. Before we go any further, I just wanted to review some of the functionality of GoToWebinar. Your active participation is very important throughout this session. Right now, I have everyone on mute just to avoid any background noises that may distract you from listening to the webinar. You have the ability to submit questions using the chat or questions pane located near the bottom of the control pane on the right-hand side of your screen. You can enter the questions or comments at any time during the presentation, and your questions will be answered at the end of the webinar during the Q&A session. I would now like to hand off the mic to Amy. Hi everyone, I'm Amy, and many of you may already know me. But for those of you who may not, I've been working with Mina Track for the past five years, and I continue to look forward to doing so. Here this afternoon with Christina to introduce you to our new 5500 filing procedure. The 5500 is your plan's annual reporting requirements that is electronically submitted to the Department of Labor via the highly efficient cost-effective DFAS system. Please note there are exceptions to this electronic reporting requirement. If you are in a solo 401k plan, you are eligible to file the Form 5500-EZ. The Department of Labor's D5 system currently does not accept Form 5500-EZ, therefore you must continue to mail this form annually to the IRS. I'd now like to hand off the...
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What is 5500 - Schedule I Form: What You Should Know
Oct 30, 2018. It was filed by August 30, 2018. Note: You must wait until your Form 5500 to be issued (see the FAQs on the Form 5500 for more details on when and why is the ERICA Form 5500 issued). 2017 Instructions for Schedule I (Form 5500) Financial Schedule I (Form 5500) must be attached to a Form 5500 filed for pension benefit plans and welfare benefit plans that covered fewer than 100 participants as of Oct 30, 2018. It was filed by August 27, 2018. The Annual Return/Report 5500 Series Forms and Instructions to be used by employee benefit plans consist of one form, plus four schedules for pensions and Schedule I (Form 5500) must be attached to a Form 5500 filed for pension benefit plans and welfare benefit plans that covered fewer than 100 participants as of Oct 30, 2018. It was filed by August 27, 2018. 2018 Instructions for Schedule I (Form 5500) Financial Schedule I (Form 5500) must be attached to a Form 5500 filed for pension benefit plans and welfare benefit plans that covered fewer than 100 participants as of Oct 30, 2018. It was filed by August 30, 2018. The Annual Return/Report 5500 Series Forms and Instructions — Pensions The annual report is a part of ERICA's annual financial returns reporting and disclosure of Small Employee Benefit Plans and any required schedules and attachments must be filed in the appropriate form. Part Schedule 1 — Financial Information Part I Financial Information (Form 5500 (EI)) for pension benefit plans and welfare benefit plans that covered less than 10,000,000 was filed on or before October 30, 2018. Part I Financial Information (Form 5500 (EI)) for pension benefit plans and welfare benefit plans that covered less than 20,000,000 was filed on or before October 30, 2018.  Part I Financial Information (Form 5500 (EI)) for pension benefit plans and welfare benefit plans that covered less than 30,000,000 was filed on October 30, 2018. Part 1 Financial Information (Form 5500 (EI)) for pension benefit plans and welfare benefit plans that covered less than 40,000,000 was filed on or before October 30, 2018.
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