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Form 5500 - Schedule H Virginia Fairfax: What You Should Know

The Guidance is effective for calendar year 2022 For Form 5500 — Annual Return/Report of Employee Benefit. Plan, including all required schedules and attachments (Form. 5500 return/report), the employer must attach a 2023 Schedule SB to the 2023 Form 5500 or Form 5500-SF. And, the Filing Status is: Filing Status Description 2023 Filing the plan without an audit report 2023 As required by the Guidance, filing the plan with an underfunded plan (due to an IRS audit) and completing your plan's IPA report to be reported if the plan's IPA report is not filed 2023 Filing an underfunded plan 2023 Filing the plan with an over funded plan, with the audit report (and not the completed IPA report) on schedule I 2023 Filing the plan with an over funded plan 2020 Filing the plan with an underfunded plan and completing your plan's IPA report if the plan's IPA report is not filed Getting Up to Date on Form 5500 — ASPCA Oct 2, 2023 Filing the plan Oct 21, 2023 The guidance specifies that filers must correctly complete Schedule H, Part III line 11 (as a condition of maintaining the status “Part III-A”) for the plan's SAP report.

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