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This form is used to apply for a one-time extension of time to file the Form 5500 series and other related forms for employee benefit plans.
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How to fill out form 5558
How to fill out Form 5558
01
Begin by downloading Form 5558 from the IRS website or obtaining a physical copy.
02
Fill out the top section with your name, address, and employer identification number (EIN).
03
Indicate the type of plan for which you are requesting an extension.
04
Specify the tax year for which you are seeking an extension.
05
Complete the checklist to ensure you need the extension and have filled out the form correctly.
06
Calculate and enter the date for which you are requesting the extension.
07
Sign and date the form to certify the information provided is accurate.
08
Submit the form to the appropriate IRS address by the due date.
Who needs Form 5558?
01
Employers or plan administrators who need an extension to file Form 5500 or Form 5500-SF for their retirement or welfare benefit plans.
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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 documents required under the Employee Retirement Income Security Act (ERISA).
Who is required to file Form 5558?
Employers that sponsor employee benefit plans, such as pension plans and certain welfare benefit plans, may be required to file Form 5558 if they need an extension for filing their annual reports.
How to fill out Form 5558?
To fill out Form 5558, a filer must provide basic information about the plan, including the name and number of the plan, the name of the plan sponsor, the signature of the filer, and the specific tax year for which an extension is being requested.
What is the purpose of Form 5558?
The purpose of Form 5558 is to request an extension of time to file certain annual reports required under ERISA, facilitating compliance for plan sponsors.
What information must be reported on Form 5558?
Form 5558 must report information such as the plan name, plan number, employer identification number (EIN), and the period for which the extension is requested, along with other necessary details.
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