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Temecula California online Form 5500 - Schedule H: What You Should Know

Financial Plan Documents (FS-25 and FS-34) (also known as the Plan Documents (PDF), Plan Operating Plans (PDF), and Plan Financial Plans (PDF)).  What Are the Different Types of Plan Documents? Schedule H (Large Plan Financial) What Is a Pension Plan? If you use the Form 5500 Financial statement to determine the amount paid or contributed to the plan, the term “pension plan” must be included in the summary of the amounts paid or contributed to the plan. If the plan does not fit within such a category, you must include in the Form 5500 Financial statement information about other plans in which the pension benefit is paid or is expected to be paid, and the name and address of the plan recipient (employee, employee-owner, etc.). The plan must be one in which both participants and non-employee partners are entitled to receive a pension. You are not required to report on this schedule the value of any employer contributions made to the pension plan. What Is a Welfare Benefit Plan? If you use the Form 5500 Financial statement to determine the value of any benefits, including the value of pension benefits, that are received from the plan, the term “welfare benefit plan” excludes the value of any benefit received as part of a public assistance, disability, unemployment, or supplemental security income plan.  What Are Schedules of Payments? Schedule H (Form 5500) contains a summary of what you paid, and the name and address of the person that received, or expected to receive, the payment within the last 12 months or six months or three years, whichever is shorter.  What is a “Payment Amount”? A payment amount is the dollar amount the plan pays on an annuity or a pension benefit during a calendar year to an employee under the plan. You can use the following definitions to define payments: All payments on a defined benefit contract, including a guaranteed retirement annuity (GRA). Pension payments (including a GRA) of the same pay period (usually a pay period of 52 weeks). A retirement annuity, under which the plan gives a retired employee any annuity that is payable by the plan's terms or under any provision of law.  What is “Annuity” or “Retirement?” A payment under a defined benefit contract is an annuity.

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