Get the free Form 5500 (2017)

Form 5500 (2017) Page 2 3a Plan administrators name and address X Same as Plan Sponsor YALE UNIVERSITY ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI ABCDEFGHI CONTROLLERS OFFICE c/o

How to fill out form 5500 2017

How to fill out form 5500 2017

1. To fill out Form 5500 for 2017, follow these steps:
2. Gather all necessary information and documents, including employer identification number, plan number, plan sponsor information, and plan details such as participation and funding.
3. Determine the appropriate Form 5500 type to use. This can vary depending on the type of retirement plan and whether the plan is small or large.
4. Fill out the basic identifying information, including name and address of the plan sponsor and plan administrator.
5. Provide information about the plan, such as the type of plan, plan sponsor, and the funding arrangement.
6. Complete the schedules and attachments as required, including Schedule A, Schedule C, Schedule D, and Schedule R. These schedules provide detailed information about the plan's assets, service providers, and funding arrangements.
7. Double-check all the information provided and ensure its accuracy.
8. Sign and date the Form 5500 before submitting it to the appropriate authorities.
9. Keep a copy of the completed Form 5500 for your records.

Who needs form 5500 2017?

1. Form 5500 for 2017 is needed by employers who sponsor certain types of retirement benefit plans. This form is required for employee benefit plans to report information to the Internal Revenue Service (IRS) and the Department of Labor (DOL). It must be submitted annually by employers with retirement plans, such as pension plans, profit-sharing plans, and certain types of 401(k) plans.
2. Additionally, the Form 5500 may need to be filed by multiple-employer plans, certain welfare benefit plans, and apprenticeship and training plans, depending on their specific circumstances.

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What is form 5500?

Form 5500 is an annual report filed with the Department of Labor, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation for certain employee benefit plans.

Who is required to file form 5500?

Employers or plan administrators who maintain employee benefit plans subject to ERISA are required to file form 5500.

How to fill out form 5500?

Form 5500 can be filled out electronically using the EFAST2 system or through third-party software providers.

What is the purpose of form 5500?

The purpose of form 5500 is to provide information about the financial condition, investments, and operation of employee benefit plans.

What information must be reported on form 5500?

Information such as plan expenses, contributions, participant data, and investments must be reported on form 5500.