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Form 5500 - Schedule H Arlington Texas: What You Should Know

In this  Form 5500 (Schedule A), the plan sponsor is required to set forth: 1. The name of the retirement plan, the organization or entity offering the plan, the name of the plan participant, and the employee's year of birth if it is not the employee's first year of employment. 2. A description of the types of retirement plans offered by the plan, such as traditional pension plans for employees, profit sharing pension plans for employees, or qualified tuition programs for employees. 3. The name of the organization the plan is offered against and the date the plan is offered against that organization is shown. 4. The aggregate number of participants in both a traditional pension plan and a profit sharing plan as of the date the plan is offered against that organization.  5. The amount of employer contributions and any deductible employee contributions as of the date the plan is offered against that organization.  6. The total of contributions required to be made by the organization to the plan as of the date the plan is offered against that organization. 7. The annual distribution of amounts required to be paid to covered employees that are not eligible for benefits under a profit sharing plan or qualified tuition program.  8. The date the plan is entered into and the date the participant(s) became vested.  9.

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