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Form 5500 - Schedule I online LA: What You Should Know

Which type of plan is Form 5500 for?   Form 5500 reporting is required for 401(k) plans maintained by employers that offer defined contribution and defined benefit plans. Which other types of plans are subject to the requirements for Form 5500 reporting?   Other types of plans, as well as plans not under the tax-favored 401(k) plan category, may be subject to the requirements of this form. What is the DOL financial requirements for the Form 5500?   The financial reporting requirements for the Form 5500 have four sections:  c) Form 5500 Annual Report of the Formulated Participant; d) Forms 5500-A and 5500-Q; e) Reports required to be updated; f) Financial Statements. What do you need to prepare a Form 5500?  You will need:  a) A completed Form 5500 for all individual participants who did not qualify for the maximum annual contributions, but whose names are required to be reported; b) A completed Form 5500 for each participant who qualified for the maximum annual contributions, but whose name is not required to be reported; and c) An original or certified copy of the plan document. What do you need to know about filing the Form 5500?   You will need: a) The name and EIN/social security number of the participant and a description of their participation in the plan; b) The name and EIN/social security number (for non-participants) if a participant is a nonindividual; c) An identification statement, including Social Security, taxpayer identification number (TIN), and financial information required from the participant; and d) The Form 5500 Annual Summary that describes the participant and the contribution limits and the plan objectives and tax treatment, if applicable.

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