Get the free Form 5500-SF 2013 - Lockheed Martin
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Form 5500SF Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration Pension Benefit Guaranty Corporation Part I OMB Nos. 12100110 12100089
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How to fill out form 5500-sf 2013
How to fill out form 5500-sf 2013:
01
Start by carefully reading the instructions provided with the form. This will give you a clear understanding of the information required and how to fill it out correctly.
02
Begin by entering the plan sponsor's information, which includes the name, address, and EIN (Employer Identification Number).
03
Fill in the plan administrator's information, including their name, address, and EIN.
04
Provide the plan name and number, as well as the date the plan was established and whether it has terminated.
05
Indicate the beginning and ending dates of the plan year, as well as the type of plan (defined benefit or defined contribution).
06
Determine the plan's funding method and enter the appropriate code.
07
Calculate the plan's total number of participants at the beginning and end of the plan year.
08
Report any changes in the plan's service providers, including the entity's name, EIN, address, and type of service provided.
09
Complete the financial information section, which includes reporting the plan's assets, liabilities, and income statements.
10
Ensure that all required schedules and attachments are included with the form, such as Schedule A (Insurance Information), Schedule C (Service Provider Information), and Schedule G (Financial Transaction Schedules).
11
Review the completed form for accuracy and make any necessary corrections before filing it with the appropriate agency.
Who needs form 5500-sf 2013:
01
Employers who sponsor a defined benefit or defined contribution retirement plan are required to file form 5500-sf 2013.
02
Plan administrators responsible for managing the retirement plan must also submit this form.
03
The Internal Revenue Service (IRS) and the Department of Labor (DOL) use the information provided on form 5500-sf 2013 to ensure compliance with the Employee Retirement Income Security Act (ERISA) and to gather data for statistical purposes.
It is important to note that the specific requirements for filing form 5500-sf 2013 may vary based on the size, type, and nature of the retirement plan. It is advisable to consult with a qualified professional or refer to the instructions provided with the form to ensure accurate completion.
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