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

The 4 schedules are for multiemployer pensions, and the 4 documents are “attachments” to it. The original form is the Form 5500. The 4 schedules are for employees who work for other than one employer. Form 5500-EZ is not required. The employee may use only 4 schedules.  The employee's pension is treated the same whether the employee is on the Form 5500-EZ Schedule MB or the original Form 5500. The annual return/report form to be used by the employee benefits plans consists of one form, plus four schedules for multiemployer pensions. The 4 schedules are for multiemployer pensions, and the  Form 5500 (1), (2), (3), (4), and (5). The original form is the Form 5500. The 4 schedules are for employees who work for other than one employer. This is the form used by the plan administrator, the plan sponsor and the DFE. The employer is the individual who signed the Form 5500-EZ. The individual is the person or entity that signs the Form 5500-EZ, and is not the pension plan administrator, Plan Sponsor, or DFE. The individual who signs the form, and the plan is an individual retirement arrangement (IRAs) or the plan sponsor of a traditional plan, or the plan employee.  The individual's compensation as determined on Form 3115, Personal Income Tax for the years that the Form 5500 is to be filed. Employer contributions on behalf of the plan year are included in the employee's compensation. The tax year that the Form 5500 is to be filed for, as of the earliest of— (a) the beginning date of the calendar year for which it is required to be filed; or (b) the end of the calendar year for which it is to be filed. For example, this would be January through March of the calendar year in which an employee leaves work or quits employment.

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