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Form 5500 - Schedule I for Tacoma Washington: What You Should Know

If you are interested in reviewing the latest IRS guidance for Form 5500, please see IRS Guidance on Form 5500. Funds Incomplete Due to Deficiencies on Form 5500 Will Trigger IRS Apr 4, 2023 — A recent IRS release addresses how if a deficiency is reported on Form 5500, IRS will initiate an investigation of the plan. A deficiency is defined as an over funded or underfunded balance in the plan at any time during an individual's or employer's service with the plan. A plan is considered “underfunded” if it does not meet both the requirement and the payment threshold established in  the Internal Revenue Code, if it is non-federally recognized and if the underfunded balance at any time during an individual's or employer's service with the plan exceeds 100% of the plan's current obligations. If a deficiency is reported on Form 5500, both the IRS and the plan must initiate an investigation unless both organizations reach a mutual agreement to do so prior to the due date of the Form 5500 for the year.

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