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Form 5500 Filing Reminder Issued date: 06/15/16 For calendar year plans, the 2015 plan year Form 5500 is due to be filed electronically no later than August 1, 2016. ERICA requires that Form 5500

How to fill out form 5500 filing reminder

How to fill out form 5500 filing reminder:

1. Start by gathering all relevant information: Before filling out the form, make sure you have all the necessary information at hand, such as the employer identification number (EIN), plan number, plan name, and plan sponsor's contact information.
2. Understand the filing requirements: Familiarize yourself with the instructions and guidelines provided by the U.S. Department of Labor (DOL) regarding the completion of form 5500. This will help ensure accurate and compliant filing.
3. Complete the basic information: Begin by providing the basic identifying information about the plan sponsor, including the name, address, and EIN. Fill in the plan name and number as well.
4. Provide details about the plan administrator: Include the name, address, and contact information of the plan administrator.
5. Indicate the plan type: Specify the type of plan being filed, whether it is an individual or a group plan, and select the appropriate category from the provided options.
6. Report plan characteristics: Answer the questions regarding the plan's characteristics, such as the funding arrangement and the plan year.
7. Provide financial information: Enter the beginning and ending plan year balances for the assets and liabilities of the plan. Include details about contributions, distributions, and any transfers in or out of the plan.
8. Report participant information: Provide the number of active participants, active employees, and beneficiaries covered under the plan. Include information about participants who have terminated their employment during the plan year.
9. Complete the compliance questions: Answer the compliance questions to confirm if the plan meets certain requirements, such as the minimum funding requirement and participation requirements.
10. Sign and date the form: After reviewing the information provided, sign and date the form to certify its accuracy.

Who needs form 5500 filing reminder?

1. Employers offering employee benefit plans: Companies or organizations that sponsor employee benefit plans, such as retirement plans (like 401(k) plans) or health plans, would need a form 5500 filing reminder.
2. Plan administrators: Individuals responsible for the administration of employee benefit plans, including handling the plan's financials, participant records, and compliance obligations, should be aware of form 5500 filing requirements.
3. Third-party service providers: Companies that provide administrative or recordkeeping services to employee benefit plans should also stay informed about form 5500 filing requirements to ensure their clients' plans are compliant.

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