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Form 5500 - Schedule H Memphis Tennessee: What You Should Know

The annual return/report must be filed and the return must be made on a timely basis at the time required by law, and, except in the case of any claim which is subject to an insurance policy or contract, at the time of filing that insurance policy or contract. The return is required by Section 603(a) of the Employee Retirement Income Security Act of 1974. Form 1055-EZ must be filed each year by the plan sponsor with the Commission. To report in the form of the Form 1055-EZ, the plan document is required to be provided in electronic form in the same format that a traditional 1055-B document (for example: 1055-EZ or 1056-EZ) was provided on paper under Sec. 401(a)(15)(A) of ERICA, for example, Word, PDF, or HTML. (See Sec. 4.3 of the Form 1055-EZ Instruction).

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