Get the free Schedule SSA (Form 5500) 2006

Cat. No. 13506T Schedule SSA Form 5500 2006 v9. 1 Page Enter one of the following Entry Codes in column a for each separated participant with deferred vested benefits that Code A -- has not previously been reported. Code B -- has previously been reported under the above plan number but requires revisions to the information previously reported. a Entry code b Social security number M. Official Use Only Annual Registration Statement Identifying Sep...

How to fill out schedule ssa form 5500

How to fill out Schedule SSA (Form 5500) 2006

1. Obtain a copy of Schedule SSA (Form 5500) for 2006 from the official IRS website or other reliable sources.
2. Read the instructions carefully to understand the specific requirements for your situation.
3. Gather all necessary information, including details about the retirement plan, participants, and financial data.
4. Complete the identification section with the plan's name, EIN, and plan number.
5. Provide information about plan sponsors, including their name, address, and contact information.
6. Fill out the sections detailing the plan's assets, contributions, and benefit payments for the plan year.
7. Report the number of active participants and beneficiaries in the plan.
8. Double-check all entries for accuracy and make any necessary corrections.
9. Sign and date the form, certifying that the information is true and complete.
10. File the completed Schedule SSA along with the Form 5500 with the Department of Labor before the due date.

Who needs Schedule SSA (Form 5500) 2006?

1. Any employee benefit plan that terminates or has benefits payable to participants needs Schedule SSA (Form 5500) for 2006.
2. Plan sponsors of defined benefit pension plans must file this schedule to report on the plan's funding status.
3. Employers or plan administrators who are required to file the Form 5500 for their retirement plans.

People Also Ask about

What plans are required to file 5500?

Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets. Form 5500 Series reporting may also be required for certain employer-sponsored health and welfare plans, including medical, dental, life insurance and disability benefits.

What is the Schedule I for Form 5500?

Schedule I (Form 5500) must be attached to a Form 5500 filed for pension benefit plans and welfare benefit plans that covered fewer than 100 participants as of the beginning of the plan year and that are not eligible to file Form 5500-SF.

How do I submit form 5500?

Where to file If you file Form 5500-EZ electronically, you can either use: EFAST2's web-based filing system or. an EFAST2-approved vendor. If you file Form 5500-EZ on paper, you must mail it to: Department of the Treasury. IRS. Ogden, UT 84201-0020.

What is a Schedule A Form 5500 filing?

This document contains the instructions for completing Schedule A of the Form 5500, which is used to report information concerning insurance contract coverage, fees, and commissions for employee benefit plans.

What schedules are required for form 5500?

Form 5500 Annual Return/Report of Employee Benefit Plan | Instructions. Schedule A - Insurance Information. Schedule C - Service Provider Information. Schedule D - DFE/Participating Plan Information. Schedule E - ESOP Annual Information. Schedule G - Financial Transaction Schedules. Schedule H - Financial Information.

Who files form 5500 Schedule A?

Schedule A (Form 5500) must be attached to the Form 5500 filed for every defined benefit pension plan, defined contribution pension plan, and welfare benefit plan required to file a Form 5500 if any benefits under the plan are provided by an insurance company, insurance service, or other similar organization (such as

What is the penalty for filing form 5500?

Employers who file Form 5500 late could face penalties from both the Internal Revenue Service (“IRS”) and the DOL. The IRS penalty for late filing of a Form 5500 is $250 per day, up to a maximum of $150,000. The DOL penalty for late filing can run up to $2,529 per day, with no maximum.

For pdfFiller’s FAQs

What is Schedule SSA (Form 5500) 2006?

Schedule SSA (Form 5500) 2006 is a supplemental form that provides information about a defined benefit pension plan and its funding status to the Department of Labor.

Who is required to file Schedule SSA (Form 5500) 2006?

Plan administrators of defined benefit pension plans that are subject to the Employee Retirement Income Security Act (ERISA) are required to file Schedule SSA (Form 5500) 2006.

How to fill out Schedule SSA (Form 5500) 2006?

To fill out Schedule SSA (Form 5500) 2006, plan administrators must provide information on the plan's actuarial valuation, funding, and any other required data as specified in the form's instructions.

What is the purpose of Schedule SSA (Form 5500) 2006?

The purpose of Schedule SSA (Form 5500) 2006 is to gather and report information related to the funding of defined benefit pension plans, thereby ensuring compliance with federal regulations.

What information must be reported on Schedule SSA (Form 5500) 2006?

The information that must be reported on Schedule SSA (Form 5500) 2006 includes details about plan assets, liabilities, contributions, obligations, and data reflecting the plan's funding status.