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This form is used to apply for a one-time extension of time to file the Form 5500 series and/or Form 5330, among others. It also provides instructions for completing the form and filing procedures.
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How to fill out form 5558
How to fill out Form 5558
01
Obtain Form 5558 from the IRS website or your tax advisor.
02
Provide your name and address in the designated fields at the top of the form.
03
Enter your Employer Identification Number (EIN) or Social Security Number (SSN) if applicable.
04
Indicate the tax year for which you are filing the extension.
05
Fill in the appropriate boxes to specify the type of plan for which you are requesting an extension.
06
If applicable, provide information about any plan administrator.
07
Sign and date the form to certify that the information is accurate.
08
Submit the completed form to the IRS by the due date.
Who needs Form 5558?
01
Employers with qualified retirement plans that need an extension to file their annual return.
02
Employees of companies with health and welfare plans who are seeking an extension related to plan filings.
03
Plan administrators responsible for managing and filing related retirement plan documents.
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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 request an extension of time to file the annual return/report required under the Employee Retirement Income Security Act (ERISA) for employee benefit plans.
Who is required to file Form 5558?
Employers or plan administrators of certain employee benefit plans, including pension plans and health and welfare plans, are required to file Form 5558 if they need additional time to file their annual reports.
How to fill out Form 5558?
To fill out Form 5558, gather necessary plan information, including plan name, number, and the tax year. Complete the form's sections, including the reason for requesting an extension, and submit it to the appropriate address as specified in the form instructions.
What is the purpose of Form 5558?
The purpose of Form 5558 is to provide plan sponsors with an extension of time to file annual reports required by ERISA, ensuring compliance while allowing additional time to prepare the necessary documentation.
What information must be reported on Form 5558?
Form 5558 requires reporting of the plan's name, number, tax year, the date the return is due, and the reason for requesting the extension, along with any associated administrative details.
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