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West Jordan Utah Form 5500 - Schedule I: What You Should Know

Attachment 5–2015–17 30 Jun 2023 — ‛The form is now available at Attachment 7–2015–17 ‛The forms are now available at Note: The new forms will allow any additional years of a 401(k) plan not covered by a plan vesting schedule when an individual becomes an employee. An illustration of this is that if you have a 401(k) plan which provides vesting over a 5-year period, and your first year of employment is in 2001, the 5-year vesting schedule will not begin until you are an employee in 2001. 30 Jun 2023 — ‛There are also new forms for those who had a 401(k) plan at age 55 (Form 5575), which does not meet the new requirements. 10 Jun 2023 — ‛Some Form 540s will change to include the new line items. 1 Jun 2023 — ‛Form 5498 is not required to be completed until retirement. 1 Jun 2023 — ‛A Form 5498 is required only for individuals whose employer offers a defined contribution plan (as opposed to all 403(b) plans). This is now the case for all plans unless you have defined contribution plans in which case you do not need Form 5498 29 Jun 2023 — ‛Form 5329 is now available for those who had a 403(b) plan at age 55 (Form 5329), which does not meet the new requirements. The previous Form 5492 has the same information but is not required. 29 Jun 2023 — ‛The Form 5599 should be used if an individual is employed or retired as a school employee (see the comment on Form 5599 on page 3 of the Form 5500), since the 401(k) rules will not apply to the 403(b) Plan.

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