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Form 5500 - Schedule H for Santa Clara California: What You Should Know

Oct 1, 2020. A copy of the plan document must be  prepared by the State Employment Security Department and sent for each participant to the Retirement Service Center. Employee Retirement Income Security Act (ERICA) (Employees in non-P2P state service are covered under the Employment Retirement Income Security Act, ERICA) The form and instructions in these guidelines apply to the 2018-19 plan years that were entered into on or before May 1, 2018. The instructions for the 2018–19 plan year contain the following: • Schedule H (Form 5500). The information required by this Schedule is the same as in the 2023 version including the information required under ERICA. • Additional information about the tax benefits and tax consequences of the plan should be provided by the plan sponsor to the Retirement Service Center (RSC), to the County Employment Security Department (CESD), and to the County's Tax Service Office (TSO). • Schedule D (Eligibility and Form of Retirement Plan). This form is required when you are an IR-retiree (e.g., a  senior) and you are working less than 5 percent of schedule H. If you are a non-IR retiree, you must fill out a paper questionnaire to  confirm your eligibility. • Schedule H Financial Statement. This schedule must be attached to the Form 5500 filed for a public pension benefit plan or welfare benefit plan that covered 100 or more participants as of Oct 1, 2020. A copy of the plan document must be  prepared by the State Employment Security Department (PSD) and sent to the Retirement Service Center (RSC), the County Employment Security Department (CESD) or the County Tax Service Office (TSO). The Retirement Service Center will also determine  the amount of contributions and the amount of tax payable. • Additional Information About The Plan You may wish to review our list of additional resources to assist you with the planning and preparation of your retirement plan documents.

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