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Form 5500 - Schedule H Bend Oregon: What You Should Know

Form 5500 filing exemptions could also apply to the filing of  Form 5500-A. Form 5500 -A is Required. The Form 5500 is an annual report for a pension plan of plan participants (excepting a survivor plan), their benefits, and  any information received by a state or federal agency from the plan for which filing is required.  Form 5500 -A is Mandatory. The plan must file Form 5500 (Schedule H) and file form 5500-A if there are at least two plan participants with a  domicile in New York City and the plan is established under Section 415(b) of the Social Security Act. If you are  registered as a NYS plan, you should register as a Section 415(b) Plan under NYS Form 842. There may be special reporting requirements for any New York City plan that is set up under Section 415(b) of the Social Security Act.  Form 5500 -A is Optional. If the plan is a New York City Pension Plan, the following requirements apply. If you are  registered as a NYS pension plan, and you filed Form 5500 at least two years prior to December 31, 2013, there will be no new required filing requirements. We know what we are doing. But we do things in phases, and there are a lot of things  we still need to get right.

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