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This form is required to be filed under Section 104 of the Employee Retirement Income Security Act of 1974 (ERISA) and section 6058(a) of the Internal Revenue Code. It provides financial information
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How to fill out schedule i form 5500
How to fill out Schedule I (Form 5500) 2004
01
Obtain Schedule I (Form 5500) 2004 from the IRS website or financial institution.
02
Fill in the basic information, including plan name, plan number, and employer identification number (EIN).
03
Provide the plan year and the date the plan became effective.
04
Complete the financial information section detailing plan assets, liabilities, and net assets.
05
Include the number of participants covered by the plan.
06
Answer questions regarding investments made by the plan.
07
Review each section for accuracy and completeness.
08
Sign and date the form, certifying that the information is correct.
Who needs Schedule I (Form 5500) 2004?
01
Any employee benefit plan that qualifies under ERISA and has 100 or more participants at the beginning of the plan year.
02
Plan administrators responsible for filing the annual return/report for their employee pension or welfare benefits programs.
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People Also Ask about
Is Form 5500 required for a 401k?
Most 401(k) plan sponsors are required to file an annual Form 5500, Annual Return/Report of Employee Benefit Plan. For an explanation of how to file your Form 5500 return, in addition to the EFAST electronic filing requirements, visit EFAST2 Filing.
Who counts as a participant for 5500?
Active participants (i.e., any individuals who are currently in employment covered by the plan and who are earning or retaining credited service under the plan). This includes any individuals who are eligible to elect to have the employer make payments under a Code section 401(k) qualified cash or deferred arrangement.
Who must file 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 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.
Who has to file a 5500 for health insurance?
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 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.
Who is exempt from filing a 5500 form?
ERISA welfare plans with less than 100 participants at the start of the year can be exempt from Form 5500 if they are fully insured or “unfunded” — meaning paid from the general account. Even large plans can qualify for exemption if they are unfunded.
Who files form 5500 for health insurance?
The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.
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What is Schedule I (Form 5500) 2004?
Schedule I (Form 5500) 2004 is a form used to report financial information for a pension or welfare benefit plan that is required to file an annual Form 5500. It specifically provides details about the plan's investment assets and operation during the plan year.
Who is required to file Schedule I (Form 5500) 2004?
File Schedule I (Form 5500) 2004 if you are an administrator of a pension or welfare benefit plan that has 100 or more participants at the beginning of the plan year and if the plan is not exempt from filing requirements.
How to fill out Schedule I (Form 5500) 2004?
To fill out Schedule I (Form 5500) 2004, you need to provide detailed financial information regarding the plan’s investments, including income, expenses, and changes in values of assets. Follow the instructions provided with the form carefully and ensure accurate reporting of all required details.
What is the purpose of Schedule I (Form 5500) 2004?
The purpose of Schedule I (Form 5500) 2004 is to provide regulators and the public with insight into the financial status and operation of pension and welfare plans, ensuring transparency and compliance with federal regulations.
What information must be reported on Schedule I (Form 5500) 2004?
Information reported on Schedule I (Form 5500) 2004 includes the plan's net assets and liabilities, income received by the plan, expenses paid, and a breakdown of investment assets by type and the changes in the market value of those assets during the plan year.
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