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Form 5500 and 8955-SSA Filing Guide
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How to fill out form 5500 and 8955-ssa
How to fill out form 5500 and 8955-ssa:
01
Begin by gathering all the necessary information regarding your retirement plan or employee benefit plan. This can include details about the plan sponsor, plan administrator, trust information, and participant details.
02
Section 1 of form 5500 requires you to provide basic identifying information about the plan, such as the plan name, plan number, employer identification number (EIN), plan year, and the type of plan being reported.
03
Next, move on to Section 2 of form 5500 which focuses on the plan characteristics. Provide details like the type of plan, funding arrangement, the plan's accounting method, and if it qualifies as a "small" plan.
04
Section 3 of form 5500 deals with the Form M-1 Compliance Information. Depending on the specifics of your plan, you may be required to fill out this section. It pertains to multiple employer welfare arrangements (MEWAs) or certain entities that offer benefits like health insurance.
05
Move on to Section 4 of form 5500 where you will enter information about the plan sponsor and the plan administrator. This includes their names, addresses, contact information, and EINs.
06
Complete Section 5 of form 5500 by providing details about the plan's financial information. This includes the beginning and ending balances of plan assets, contributions, distributions, financial schedules, and more.
07
Finally, review the form for accuracy and completeness before signing and dating it. Ensure that you have attached any necessary schedules or attachments that are required for your specific plan type.
Who needs form 5500 and 8955-ssa?
01
Generally, form 5500 is required to be filed by employee benefit plans that are subject to the Employee Retirement Income Security Act (ERISA). This includes most private sector pension plans, certain 401(k) plans, and health and welfare plans.
02
Form 8955-SSA, on the other hand, is used to report separated participants with deferred vested benefits under a retirement plan. This form is required for most defined benefit pension plans and certain defined contribution plans.
03
Plan sponsors and plan administrators are responsible for filing these forms. It is important to consult with a qualified tax advisor or benefits professional to determine if your specific plan is required to file these forms and to ensure compliance with any deadlines.
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What is form 5500 and 8955-ssa?
Form 5500 is an annual return/report filed with the Department of Labor, the IRS, and the PBGC to report information concerning employee benefit plans. Form 8955-SSA is used to report information on terminated participants with benefits that are subject to the Code Section 411(d)(6) protected benefit requirements.
Who is required to file form 5500 and 8955-ssa?
Employers who sponsor employee benefit plans subject to ERISA are required to file Form 5500. Form 8955-SSA is typically filed by the plan administrator or trustee of the plan.
How to fill out form 5500 and 8955-ssa?
Form 5500 and 8955-SSA can be filled out electronically using the EFAST2 electronic filing system provided by the Department of Labor. The forms require detailed information about the plan, its participants, and financial information.
What is the purpose of form 5500 and 8955-ssa?
The purpose of Form 5500 is to provide information about the operation, funding, and compliance of the employee benefit plan. Form 8955-SSA is used to report information on terminated participants to assist in tracking benefits.
What information must be reported on form 5500 and 8955-ssa?
Form 5500 requires information about the plan's funding, operations, and compliance with ERISA regulations. Form 8955-SSA requires information about terminated participants with vested benefits.
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