Get the free Schedule SSA (Form 5500) 2004

Cat. No. 13506T Schedule SSA Form 5500 2004 G v7. 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 Use with entry code A B C or D b Social security number c Name of participant M. Official...

How to fill out schedule ssa form 5500

How to fill out Schedule SSA (Form 5500) 2004

1. Begin with Part I of Schedule SSA by entering the plan year and the name of the plan sponsor.
2. Fill out the basic information about the retirement plan, including the type of plan and the plan number.
3. Move to Part II and provide information about the plan's assets, including the total value of plan assets at the beginning and end of the plan year.
4. Complete Part III, detailing the benefits provided under the plan, including the types of benefits and the number of participants receiving benefits.
5. In Part IV, disclose any changes in plan provisions or funding status that occurred during the plan year.
6. Carefully review all sections for completeness and accuracy before submitting the form.
7. Submit the completed Schedule SSA along with the Form 5500 package to the appropriate government agency.

Who needs Schedule SSA (Form 5500) 2004?

1. Schedule SSA (Form 5500) 2004 is needed by employee benefit plans that provide pension benefits to participants but do not qualify for the simplified reporting under the Form 5500-EZ.
2. It is required for multi-employer plans and certain single-employer plans to report their financial activities.
3. Plan sponsors, administrators, and fiduciaries who manage retirement plans must file this form to comply with federal reporting requirements.

People Also Ask about

Who prepares Form 5500?

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.

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 usually prepares form 5500?

Filing Form 5500 is the responsibility of the plan administrator. This role is typically filled by someone in the company's finance, HR or operations department.

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 generates form 5500?

The U.S. Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation jointly developed the Form 5500 Series so employee benefit plans could utilize the Form 5500 Series forms to satisfy annual reporting requirements under Title I and Title IV of ERISA and under the Internal Revenue Code.

Do accountants file form 5500?

What is an accountant's role in your annual return/report (Form 5500)? Conventional wisdom says that accountants or auditors have an integral role to play in the preparation of the annual report for employee benefit plans, from both a financial and a regulatory standpoint.

What is the Schedule D of the 5500?

This document contains the instructions for completing Schedule D of the Form 5500, which is used to report information on a plan's or Direct Filing Entity's (DFE's) interests in Master Trust Investment Accounts (MTIAs), Common/Collective Trusts (CCTs), Pooled Separate Accounts (PSAs), and 103-12 Investment Entities (

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.

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.

For pdfFiller’s FAQs

What is Schedule SSA (Form 5500) 2004?

Schedule SSA (Form 5500) 2004 is a specific attachment used to report information about a plan's benefits, including the status of participants and the nature of the plan's benefits, particularly for plans with benefit restrictions.

Who is required to file Schedule SSA (Form 5500) 2004?

Any plan sponsor that maintains a qualified pension or welfare benefit plan and is subject to the Employee Retirement Income Security Act (ERISA) regulations must file Schedule SSA if the plan has restricted benefits.

How to fill out Schedule SSA (Form 5500) 2004?

To fill out Schedule SSA, plan administrators need to provide detailed information about the plan's benefits, including participant data, types of benefits restricted, and measures taken to alleviate any restrictions. The form must be completed accurately and submitted alongside the Form 5500.

What is the purpose of Schedule SSA (Form 5500) 2004?

The purpose of Schedule SSA is to provide the Department of Labor with information regarding plans that have benefit restrictions, ensuring transparency about the financial status and obligations of retirement plans.

What information must be reported on Schedule SSA (Form 5500) 2004?

The information required to be reported on Schedule SSA includes details on restricted benefits, participant demographics, the nature of the restrictions, and any actions taken or proposed to remedy the situation.