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Form 5500 - Schedule I for Orlando Florida: What You Should Know

If you have already signed the Form 5500, you may wonder about these changes. It's a good idea to review your Form 5500 annually. Even better, ask your broker what changes have been made and what they mean to you and your clients. What's New for 2017 The annual summary of Form 5500 changed slightly for 2017. The Form 5500's annual summary page has been updated. You will now find a line listing the following information: the name and location of the employer, whether the plan is a Profit Sharing Plan and the name of the plan's sponsor or employer. The page now clearly indicates the plan sponsor's name and contact information. In response to questions from Form 5500 filers, the following changes have been made to the Form 5500 annual summary: Notice is now included on the Form 5500 Summary page. The Form 5500 Summary is now accompanied by a cover letter stating the employer and/or plan sponsor's name and contact information. Changes to the Form 5500 Form. The changes noted on the Form 5500 for 2023 aren't changes at all but rather modifications of things already on the Form 5500. For example, notice, address, and e-mail addresses are the same. However, there will now be information about the sponsor or plan sponsor's name and contact information. The last line stating the number of participants is still there. Schedule C has been added to the Form 5500. This should help prepare you and your clients for the possibility of changes to your employer's plan during the year. The new Schedule C provides information about participants' benefits, such as 401(k) plan benefits. How to Prepare a Form 5500 for 2016 The Form 5500 for 2023 will have the same information as before. However, the Form 5500 for 2023 will have more information about the plan and participant information. Your 2023 Form 5500 will still be filed with the tax return for 2016. This is because of requirements established by the IRS in 2023 and the final regulations issued in July 2016. Your firm may be required to provide this information to your plan provider. If your plan provider needs to make those changes, it should send a notification to you, stating that it will change your 2023 Form 5500 and that you'll be notified in due course. The notification also states when the changes will be effective. The notice should contain a time frame for making changes.

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