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PUBLICATION OF AXA EQUITABLE RETIREMENT PLAN CONSULTING GROUP IN THIS ISSUE 5500 Process Begins with Completing Census ................................. 1 FDP: Resolution for 2018 Save More for Retirement
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How to fill out 5500 process begins with

01
Gather all necessary information about the plan, such as plan sponsor and plan administrator details, plan year, plan funding and asset information, participant count, and other required data.
02
Obtain the appropriate Form 5500, which can be obtained from the Internal Revenue Service (IRS) website or through a third-party filing service.
03
Ensure all required attachments and schedules are completed accurately, including Schedule SB, Schedule R, and Schedule MB if applicable.
04
Fill out the Form 5500 carefully, providing all requested information accurately. Take note of any special instructions or additional requirements for specific sections of the form.
05
Review the completed form and attachments for any errors or omissions. Double-check all calculations and ensure that the form is signed and dated by the authorized individual.
06
Submit the completed Form 5500 according to the filing deadline, which is generally the last day of the seventh month after the plan year ends.
07
Keep a copy of the filed Form 5500 for your records.
08
If necessary, respond to any follow-up inquiries or requests for additional information from the IRS or the Department of Labor (DOL) regarding the filed Form 5500.

Who needs 5500 process begins with?

01
Employers who sponsor employee benefit plans subject to the Employee Retirement Income Security Act (ERISA) are required to file Form 5500.
02
This includes businesses with qualified retirement plans, such as 401(k) plans, pension plans, and profit-sharing plans.
03
In addition, welfare benefit plans, such as health insurance plans, dental plans, and life insurance plans, may also require Form 5500 filing if they meet certain criteria.
04
Individuals who are unsure whether they need to file Form 5500 should consult with a knowledgeable tax advisor or legal counsel.
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The 5500 process begins with collecting information about the employee benefit plans.
Employers who offer employee benefit plans are required to file the 5500 form.
The 5500 form can be filled out electronically using the EFAST system.
The purpose of the 5500 form is to provide information about the financial condition and operation of employee benefit plans.
The 5500 form must include information about plan assets, participants, contributions, and expenses.
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