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ANALYSIS OF FORM 5500 SCHEDULE A DATA FORM YEARS 20122016 FINAL VERSION PREPARED FOR THE U.S. DEPARTMENT OF LABOR CHIEF EVALUATION OFFICE Contract Number: DOLQ129633250 September 2018 SUBMITTED BY:

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How to fill out analysis of form 5500

01

Start by gathering all the necessary information and documents required for the analysis of Form 5500. This may include the plan documents, financial statements, schedules, and any other relevant information.

02

Review the instructions provided with Form 5500 to understand the requirements and reporting procedures.

03

Begin with the basic information section, which includes details such as the plan sponsor's name, employer identification number (EIN), plan number, etc.

04

Move on to the financial information section, where you will need to provide information about the plan's assets, liabilities, income, and expenses.

05

Fill out the schedules that are applicable to your specific plan. These schedules provide more detailed information about various aspects of the plan, such as participant information, contributions, distributions, etc.

06

Ensure that all the information provided is accurate and complete. Double-check the numbers and reconfirm the calculations if necessary.

07

Once you have filled out all the sections and schedules, carefully review the form for any errors or omissions.

08

Sign and date the completed form.

09

Submit the form as per the instructions provided, either electronically or through mail.

10

Keep a copy of the completed form and supporting documents for your records.

Who needs analysis of form 5500?

01

The analysis of Form 5500 is typically needed by employers or plan sponsors who offer employee benefit plans, such as retirement plans (e.g., 401(k), pension plans) or welfare benefit plans.

02

It may also be required by certain service providers, such as third-party administrators or plan administrators, who have the responsibility of filing Form 5500 on behalf of the plan sponsors.

03

Furthermore, government agencies, such as the Internal Revenue Service (IRS) and the Department of Labor (DOL), may require the analysis of Form 5500 for regulatory compliance and oversight purposes.

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