Get IRS 5500-EZ 2011

A filer must file the Form 5500-SF electronically (see EFAST2 Filing System) instead of filing a paper Form 5500-EZ if the filer is required to file at least 250 returns of any type with the IRS, including information returns (for example, Forms W-2 and Forms 1099), income tax returns, employment tax returns, and ...

Which employers are required to file a Form 5500 for health and welfare plans? The Form 5500 is an ERISA requirement for all health and welfare plans.

The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000.

When do you file a Form 5500? The Form 5500 form is due by the last day of the seventh month following the last day of the plan year. For example, plans that end on December 31st are required to file the Form 5500 by no later than July 31st of the following year.

Generally, the Form 5500 version a 401(k) plan must file for a year is based on its participant count. ... Solo 401(k) plans with less than $250,000 in plan assets as of the last day of the plan year don't have to file a Form 5500-EZ (or any Form 5500 at all).

Very small employers whose employees are limited to owners or partners and their spouses must file Form 5500-EZ with the IRS for any year in which plan assets exceed $250,000 ($100,000 for years prior to 2007).

The Form 5500 is an annual report, filed with the U.S. Department of Labor (DOL), that contains information about a 401(k) plan's financial conditions, investments, and operations. ... In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets.

Instructions for Form 5500-SF. Short Form Annual Return/Report of Small Employee Benefit Plan. Code section references are to the Internal Revenue Code unless otherwise noted. ERISA refers to the Employee Retirement Income Security Act of 1974.

The Form 5500-SF, Short Form Annual Return/Report of. Small Employee Benefit Plan, is a simplified annual. reporting form for use by certain small pension and. welfare benefit plans.

The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA must generally file the Form 5500 to report information concerning the qualification of the plan, its financial condition, investments and the operations of the plan.

The purpose of the Form 5500 is to provide the Internal Revenue Service (IRS) and DOL with information about the plan's operation and compliance with government regulations. In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets.

The main drawbacks of ERISA coverage for 403(b) plans are ERISA's reporting and disclosure requirements: Form 5500 must be filed with the DOL each year: For the 2008 plan year (due by July 31, 2009 for calendar year plans) 403(b) plans are not required to file the full Form 5500.

Tom, usually the HR Director, CFO or Comptroller can/will file the Form 5500. If your plan is a calendar/year-end plan, the 5500 has to be filed by July 31st. Otherwise, you would go out 7 full months after your company's calendar year-end. If needed, you could get a 2 1/2 month extension to file.

Which employers are required to file a Form 5500 for health and welfare plans? The Form 5500 is an ERISA requirement for all health and welfare plans.

The Internal Revenue Service ( IRS ) Form 5500-EZ is an annual information return that is required to be filed by every One-Participant Plan (owners and their spouses), also known as a Solo 401(k) Plan, with plan asset value in excess of $250,000 as of December 31 of the previous tax year.