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This form is used to apply for a one-time extension of time to file Form 5500 series return/reports (Forms 5500, 5500-C/R, and 5500-EZ), or Form 5330.
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How to fill out form 5558
How to fill out Form 5558
01
Begin by downloading Form 5558 from the IRS website.
02
Fill in your name and address in the designated fields at the top of the form.
03
Enter your Employer Identification Number (EIN) if applicable.
04
Indicate the name of the plan and the plan number on the form.
05
Complete Part I by providing the appropriate information regarding the tax year.
06
If applicable, fill out Part II for an extension request, including the reason for needing the extension.
07
Use Part III to certify that the information provided is true and accurate.
08
Sign and date the form at the bottom.
09
Submit the completed form to the appropriate IRS address listed in the form instructions.
Who needs Form 5558?
01
Employers that maintain a qualified retirement plan and need additional time to file their Form 5500.
02
Organizations that require an extension for their employee benefit plan filings.
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Does form 5558 need to be filed electronically?
The IRS has released the 2025 Form 5558 to be used to request an extension in filing the Form 5500 that will report about the 2024 plan year. And now it can be filed electronically, as well as on paper.
What is the IRS Form 5500 used for?
The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.
What is the IRS form 5558 used for?
Use Form 5558 to apply for a one-time extension of time to file the Form 5500 series, and Form 8955-SSA. To avoid processing delays, the most recent version of this Form 5558 must be used. For example, this Form 5558 (Rev. January 2025) must be used instead of the January 2024 version or any other prior version.
Who counts as a participant for 5500?
Active participants (i.e., any individuals who are currently in employment covered by the plan and who are earning or retaining credited service under the plan). This includes any individuals who are eligible to elect to have the employer make payments under a Code section 401(k) qualified cash or deferred arrangement.
What type of return is a 5500?
Page 1 of 1 The 5500 series of tax forms are prepared by retirement plans. They report the business activity, investments, expenditures and earnings of the plan for the year.
What is a 5500 used for?
Form 5500 is filed with the DOL and contains information about a 401(k) plan's financial condition, plan qualifications, and operation. The form aims to provide the IRS and DOL with information about the plan's operation and compliance with government regulations.
What happens if you don't file form 5500?
It's normally a year after it was due and includes a substantial penalty. Late filed returns are subject to penalties from both IRS and DOL, so it's very important to identify this mistake before we do. The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000.
Does form 5558 have to be signed?
If you are filing Form 5558 for an extension to file Form 5500 series return/report or Form 8955-SSA, a signature is not required.
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What is Form 5558?
Form 5558 is a form used to apply for an extension of time to file certain employee benefit plan returns with the Internal Revenue Service (IRS).
Who is required to file Form 5558?
Employers who maintain employee benefit plans that are required to file forms such as Form 5500, Form 5500-SF, or Form 5500-EZ are required to file Form 5558 if they need an extension to file these forms.
How to fill out Form 5558?
To fill out Form 5558, you need to provide information such as the plan name, plan number, tax ID number, and the specific IRS form for which you're requesting an extension, along with the applicable due date.
What is the purpose of Form 5558?
The purpose of Form 5558 is to allow plan administrators additional time to file their annual returns for employee benefit plans with the IRS without incurring penalties.
What information must be reported on Form 5558?
Form 5558 requires reporting of the plan name, plan number, employer's tax identification number (EIN), the type of plan, the original due date of the return, and the extension sought.
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