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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 “Eldercare Accounting System”. However, if your plan is an SEP or SIMPLE plan (see Appendix J) 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 compliance with the federal Employee Retirement Income Security Act, commonly known as ERICA. If you have questions or problems regarding ERICA, contact the 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 the Form 5500. It is intended to provide additional information to prepare the individual summary report required by the Employee Benefits Act (39 U.S.C. § 1001 et seq. ) and to aid employers in complying with the ERICA requirements (42 U.S.C. § 300gg-7(f)). The additional information must 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 cannot use the summary form with ERISA-covered plans. To find out more about the differences between the summary and the analysis form, contact the U.S. Department of Labor.
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