Online solutions help you to manage your record administration along with raise the efficiency of the workflows. Stick to the fast guide to do Form 5500 - Schedule I, steer clear of blunders along with furnish it in a timely manner:

How to complete any Form 5500 - Schedule I online:

  1. On the site with all the document, click on Begin immediately along with complete for the editor.
  2. Use your indications to submit established track record areas.
  3. Add your own info and speak to data.
  4. Make sure that you enter correct details and numbers throughout suitable areas.
  5. Very carefully confirm the content of the form as well as grammar along with punctuational.
  6. Navigate to Support area when you have questions or perhaps handle our Assistance team.
  7. Place an electronic digital unique in your Form 5500 - Schedule I by using Sign Device.
  8. After the form is fully gone, media Completed.
  9. Deliver the particular prepared document by way of electronic mail or facsimile, art print it out or perhaps reduce the gadget.

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Video instructions and help with filling out and completing Form 5500 - Schedule I

Instructions and Help about Form 5500 - Schedule I

Welcome this is a video tutorial for our new clients that are filing their very first tax form 5500 SF then as your plan just started up in the previous year if your plan started up earlier than that and you just need a refresher course in filing your 5500 there is a separate video posted on our website just for your returning filers most likely you're watching this video because you just received this email from the online 401k about filing your tax form 5500 this 5500 is an informational tax return that reports the activity of your 401k plan to the feds all 401k plans that have assets by the priest by the previous December 31st have to file a form for that year the feds presumably use this information to gauge how many people are covered by private pension plans and how much money is in these plans we have already input the data into your 5500 for you all you have to do is review it electronically sign it and file it although we filled the form out for you we can't sign it and file it for you only you as the plan sponsor can electronically sign it and file it now the first question most new clients have is who can sign the 5500 usually it's the trustee of the plan who will sign the 5500 but anyone who can answer questions about that 5500 can sign it and file it if not the trustee and the plan sponsor or whomever submits the regular payrolls would be a good candidate but mainly if the IRS rbl had a question about the 5500 the person most conversant with the plan would be the logical choice to sign the 5500 now then for first time filers you'll need to go through a two-step process the first step is you're going to let them do is to get an electronic signature from the Department of Labor website this electronic signature looks like this it has a user ID that starts with the letter A and it says seven digits and a four-digit pin and I'll walk you through the process of how to get this electronic signature from the Department of Labor website and once you have your electronic signature then you can go to the 5500 website and input this electronic signature on the 5500 itself now then in the email we sent there's a link to the IRS website it's this WWF a DOL that'll take you to the Department of Labor website itself now what do you want to do to get your electronic signature is to click this link here if you are new to be fast to register for any fast to account and again I'll walk you through this process here you'll read and agree agree to the agreement check the little box you'll agree to an agreement a couple of dozen times over this process and accept this agreement.