Get the free Form 5500 Schedule C - Touchstone Investments

Form 5500 Schedule C You have requested certain information regarding the direct and indirect compensation received by Touchstone Advisors, Inc. (Touchstone Advisors) in 2013 relating to the investment

How to fill out form 5500 schedule c

How to fill out Form 5500 Schedule C:

1. Start by downloading the Form 5500 Schedule C from the official website of the Department of Labor or the Internal Revenue Service.
2. Carefully read through the instructions provided with the form to understand the requirements and guidelines for completing it.
3. Enter the basic identifying information at the top of the form, including the plan sponsor's name, employer identification number (EIN), plan number, and plan year.
4. Provide information about the service provider(s) for the employee benefit plan you are reporting on. This includes the name, address, and EIN of each provider. Indicate the type of compensation received and the services provided.
5. Report the total amount of compensation paid to each service provider during the plan year. This should include any fees, commissions, or other forms of compensation.
6. Indicate whether any of the service providers are fiduciaries of the plan.
7. Provide a brief description of the nature of the services provided by each service provider.
8. Answer the questions regarding the plan sponsor's transactions or contracts with the service provider(s). Be sure to accurately disclose any indirect compensation, conflicts of interest, or corrections made during the plan year.
9. Sign and date the Form 5500 Schedule C before submitting it along with the other required forms, such as Form 5500, to the appropriate government agency.

Who needs Form 5500 Schedule C:

1. Employee Benefit Plan Administrators: If you are responsible for administering an employee benefit plan, such as a pension, 401(k), or health insurance plan, you may need to submit Form 5500 Schedule C.
2. Plan Sponsors: As a plan sponsor, you are required to file Form 5500 Schedule C if there were any service provider contracts or transactions during the plan year. This is necessary to ensure transparency and compliance with federal regulations.
3. Service Providers to Employee Benefit Plans: If you are a service provider who received compensation exceeding the reporting threshold from an employee benefit plan, you may be required to file Form 5500 Schedule C.

Overall, Form 5500 Schedule C is an essential component of the annual reporting process for employee benefit plans, providing valuable information about service provider compensation and potential conflicts of interest. It is crucial to accurately complete and submit this form to maintain compliance with federal regulations.

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