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

Schedule 4 — Benefit Amounts —  For the Plan Year in which the Plan Year ends, attach a completed copy of Schedule A showing the information referred to in paragraphs 6. And 7. Of  Schedule P. The filing status is a filing that must be filed within 6 weeks of the plan year-end date to be timely filed. File the Plan Year — EZ Form as an attachment to Form 5500, 5500-C/R, or 5500-EZ, for the year ended before the plan year-end date. This is the same as filing any other Schedule P filed on or within the 6 weeks of the Plan Year end date. File the Plan Year — JE Form as an attachment to Form 5500, 5500-C/R, or 5500-EZ for the year ended January 1, 1996. The form shows the year-end values and plan benefits for any years before 1993 if a filing has been timely filed with the Form 5500 for such year. This is similar to the filing required for filing annual returns. The filing status is a filing that must be filed within 6 weeks of the plan year-end date to be timely filed. This section provides a summary of all Form 5500 and 5500-SF filings required for the year you submitted your annual filing and describes  which filing status you must file to receive benefits (e.g., 5500). If your plan has a Form 5500, Forms 5500-EZ, 5500-CF, or 5500-FL filed, you may have to include a Form 5500-EZ, 5500-CF, or 5500-FL with the notice and claim forms you file with your Form 5500. If your plan does not have a Form 5500-EZ, Forms 5500-EZ, 5500-CF, or 5500-FL, you can complete and submit a Letter of Support indicating that you are responsible for Form 5500 filing,  and attaching that letter to Form 5500-EZ, 5500-CF, or 5500-FL. If a plan file for you must be filed by May 1 if you are filing a claim as an employee, the filing of your Form 5500 must be on or before May 1. The filing must be completed and properly attached by May 1. If you do not file on or before May 1, do not include Forms 5500 in the information collection documents.

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