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Form 5500 - Schedule I MS: What You Should Know

DOL Publishes Form 5500 — Employee Benefit Plans Feb 7, 2024 — Form 5500 is updated to eliminate the 10,000 annual salary limit requirements and the annual contribution limit of 1,000,000 to Social Security. Dec 12, 2024 — Form 5500, revised to add the following statements: “Employee will be eligible for participation in the plan. If an employee has contributed to an IRA for the calendar year, the contribution will be considered part of the employee's compensation for any plan year beginning in that calendar year.” Feb 13, 2024 — The statement, “If you are planning to do business with AEO on or after January 1, 2025, you must file an annual report under the federal regulations on Forms 8283, 8283-B, 8483(f), or 8483-B.” Filing the Form 5500 — Employee Benefit Plan Mar 19, 2024 — The form 5500-SA, Employment Taxes — State and Federal — Employee Benefit Plans. Form 5500 Reporting: Employers That Have Not Filed or Have Only Filed Form 5500-A.5 (a.k.a. Filing Status F5013(c)) A Form 5500-SA is a statement about an employer's benefits which is filed in accordance with the requirements of the Employee Retirement Income Security Act of 1974, the Employee Retirement Income Security Act of 1974 and the Social Security Act. DOL Publishes Form 5500 — Employee Benefit Plans Filing Form 5500-SA. Form 5500-SA can be filed by employers that are  A. not exempt from the Social Security Taxes on contributions to their employee benefit plans. B. have filed a Form 5500-A.5 for the current calendar year (or plan year), but have not filed an annual report. C. have filed the annual report on or before January 1, 2022, but have not filed the Forms 5500-A.5 or 5500-S. Note: If the Form 5500-A.5 for this year is filed on or before December 31, 2018, the employer will have completed Form 5718 by that date. Form 5500-SA is not required to be filed with a Form 8283, 8283-B, or 8483, or with any other year Form 8283, Form 8283-B, or Form 8483.

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