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Printable Form 5500 - Schedule H Sunnyvale California: What You Should Know

For purposes of an employer pension plan, the “employer” is referred to as the person who has entered into a written contract, or an employer organization or employer trust, with an employee. The employee will only be required to fill out the “2016” line on the Form 5500 if the benefits under the plan were paid out after May 21, 2016. For a new plan or change in plan terms after that date, see the “2017” line on page 1 of the Form 5500. A copy of the Form 5500 will be sent to the plan administrator, and any plan participants and beneficiaries to whom notice has been given. For information on a change to benefit plan terms and conditions, contact the plan administrator. The financial information (or summary of financial information) for a retirement benefits plan is required to be included within a report to be filed by an employer or plan sponsor. Include this page on Form 5500. Schedule 3 (Form 5500) — Pension Benefits (2017) This Schedule also requires the information on page 1 that is in Schedule 5 for plan information for all employees. The information required for this Schedule should match the information included in your 2023 Form W-2. Schedule 3 (Form 5500) — Retirement Benefits (2017) When to Use a Pension Report The 2023 Form 1040, Schedule W, should be used for any employer pension plan. You may want to use this Schedule if your plan administrator and plan participants need to understand your employment and pension information for 2017, and you want to take advantage of the extra time and space you get to fill out Form W-2. You may also be able to complete and submit this report before April 15 if you have a change to retirement benefits, or before March 15 if you have not yet taken effect. Contact your plan administrator and plan participants (employees and retirees) for information about any possible changes to benefits within the plan after April 1, 2017, that require filing a Form 4682, Form W-2. You may obtain form W-2s from your plan and from HM Revenue and Customs. The information for Form 5500 can be found here, here, and here.

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