Get the free Form 5500 Schedule C Client Reporting State Street Global ...

State Street Global Advisors Form 5500 Schedule C Client Reporting Client Name Plan Year End Date Service Provider (Payee) Name and EIN Service Provider Relationship Plan Name34475 ADP, LLC.: : : :ADP

How to fill out form 5500 schedule c

How to fill out form 5500 schedule c

1. To fill out Form 5500 Schedule C, follow these steps:
2. Obtain the Form 5500 for the applicable plan year.
3. Enter the plan sponsor's name, address, and EIN (Employer Identification Number).
4. Provide details of the plan administrator, including their name, address, and EIN.
5. Indicate the type of plan you are filing for.
6. Fill out Part I by describing the plan and its funding arrangement.
7. Complete Part II to report any service provider relationships.
8. If any service provider received compensation exceeding $5,000, provide their details in Part III.
9. Use Part IV to report any indirect compensation paid by the plan.
10. If any service provider was terminated during the plan year, disclose the reasons in Part V.
11. Finally, sign and date the form before submission.

Who needs form 5500 schedule c?

1. Form 5500 Schedule C is required by employee benefit plans.
2. It should be filed by pension plans, health and welfare plans, and certain other employee benefit plans.
3. These plans need to submit Schedule C if they paid fees to service providers, had service provider relationships, or terminated a service provider during the plan year.
4. However, not all employee benefit plans need to file Schedule C, so it's important to determine if your plan meets the filing requirements.

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What is form 5500 schedule c?

Form 5500 Schedule C is used to report service provider information and fees for benefit plans.

Who is required to file form 5500 schedule c?

Plan administrators must file form 5500 Schedule C if the plan paid $5,000 or more in service provider fees during the plan year.

How to fill out form 5500 schedule c?

Form 5500 Schedule C must be completed with detailed information about service providers, services provided, and fees paid.

What is the purpose of form 5500 schedule c?

The purpose of form 5500 Schedule C is to provide transparency and accountability regarding the fees paid by benefit plans to service providers.

What information must be reported on form 5500 schedule c?

Information such as service provider names, services provided, fees paid, and the nature of the relationship with the service providers must be reported on form 5500 Schedule C.