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This form is used to apply for a one-time extension of time to file Form 5500, 5500-C/R, 5500-EZ, or Form 5330, pertaining to employee benefit plans. It includes sections for employer identification,
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How to fill out form 5558
How to fill out Form 5558
01
Download Form 5558 from the IRS website.
02
Enter your name, address, and Employer Identification Number (EIN) at the top of the form.
03
Check the box indicating the type of plan for which you are requesting an extension.
04
Fill in the applicable tax year for which you are requesting the extension.
05
Calculate the number of months for which you are requesting an extension and enter that number on the form.
06
Sign and date the form to certify the information is accurate.
07
Submit the completed form to the designated IRS address, or file electronically if eligible.
Who needs Form 5558?
01
Employers or plan administrators who need to request an extension of time to file the Form 5500 or Form 5500-SF for their employee benefit plans.
02
Organizations that maintain a retirement plan, such as 401(k) or pension plans, that are subject to annual reporting requirements.
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Does form 5558 need to be filed electronically?
The IRS has released the 2025 Form 5558 to be used to request an extension in filing the Form 5500 that will report about the 2024 plan year. And now it can be filed electronically, as well as on paper.
What is the IRS Form 5500 used for?
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 the IRS form 5558 used for?
Use Form 5558 to apply for a one-time extension of time to file the Form 5500 series, and Form 8955-SSA. To avoid processing delays, the most recent version of this Form 5558 must be used. For example, this Form 5558 (Rev. January 2025) must be used instead of the January 2024 version or any other prior version.
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.
What type of return is a 5500?
Page 1 of 1 The 5500 series of tax forms are prepared by retirement plans. They report the business activity, investments, expenditures and earnings of the plan for the year.
What is a 5500 used for?
Form 5500 is filed with the DOL and contains information about a 401(k) plan's financial condition, plan qualifications, and operation. The form aims to provide the IRS and DOL with information about the plan's operation and compliance with government regulations.
What happens if you don't file form 5500?
It's normally a year after it was due and includes a substantial penalty. Late filed returns are subject to penalties from both IRS and DOL, so it's very important to identify this mistake before we do. The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000.
Does form 5558 have to be signed?
If you are filing Form 5558 for an extension to file Form 5500 series return/report or Form 8955-SSA, a signature is not required.
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What is Form 5558?
Form 5558 is a form used to apply for an extension of time to file certain employee benefit plan returns, such as Form 5500.
Who is required to file Form 5558?
Employers maintaining employee benefit plans that are required to file Form 5500 are required to file Form 5558 if they need an extension for filing.
How to fill out Form 5558?
To fill out Form 5558, provide basic information such as the plan's name, sponsor's name, identification number, type of extension requested, and sign the form before submitting it to the IRS.
What is the purpose of Form 5558?
The purpose of Form 5558 is to request an automatic extension of time to file annual reports for employee benefit plans, ensuring compliance with federal regulations.
What information must be reported on Form 5558?
Form 5558 must report the name of the plan, the name and address of the plan sponsor, the federal employer identification number (FEIN), the specific type of extension requested, and the signature of the plan administrator.
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