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Printable Form 5500 - Schedule I San Jose California: What You Should Know

S. Department of Labor See the Form 5500-EZ Instructions for more information. Employer Sponsored Employee Pension and Profit Sharing Plans In addition to the ERICA Form 5500 filed with the IRS, employers must file an individual summary report in the U.S. Department of Labor ā€œEldercare Accounting Systemā€. However, if your planĀ  is an SEP or SIMPLE plan (see Appendix J)Ā  you can either enter on that report all information for individual plan participants (and spouses, dependents and benefits beneficiaries) or use an alternative document with that same information (see below). Both reports are required unless the plan provides an explanation or exceptions to the requirements. The ERICA Form 5500 is NOT required for any plans that are in complianceĀ  with the federal Employee Retirement Income Security Act, commonly known as ERICA. If you have questions or problems regarding ERICA, contact theĀ  U.S. Department of Labor at. The Alternative Reporting Form 5500-EZ, which includes some information previously provided on Appendix J, is an optional listing at the top of theĀ  Form 5500. It is intended to provide additional information to prepare the individual summary report required by the Employee BenefitsĀ  Act (39 U.S.C. Ā§ 1001 et seq. ) and to aid employers in complying with the ERICA requirements (42 U.S.C. Ā§ 300gg-7(f)). The additional information mustĀ  be filed with the annual summary report. There are two forms listed at the top of the Form 5500-EZ, a summary and an analysis. Employers cannotĀ  use the summary form with ERISA-covered plans. To find out more about the differences between the summary and the analysis form, contact theĀ  U.S. Department of Labor.

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