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

Form 5500 — Employee Benefits Security Administration (BSA) What is the format of the Form 5500? Is there any special requirement for filing? Form 5500 contains many required forms and related information. Some forms and reports are required for  reporting all or portions of plan income and certain expenses of the plan; reporting of assets under the plan; and reporting assets or liabilities of the plan and providing information as to what they are and the reason for them.  How is Form 5500 to be Filed? Form 5500, Investment Company Service Company Annual Report and Proxy Statement, (Form 7089) are to be submitted by the individual who will be subject to the form information to the Department of Labor in the same manner as a form 1099-MISC, as detailed elsewhere in this chapter. Each reporting individual must complete a Report of Plan Information form (Form 5500-A). The Form 5500-A is the primary form of documentation that is required. All income and expense information for the  2014 – 2023 tax years must be entered on the Form 5500-A. Form 5500-A: Employee Benefits Security Administration (BSA) How are form 5500 related to Form 5500C? You may have noticed that Form 5500A, Investment Company (ISC) Representative Report of Contributions Received and Expenses Paid by Investment Company, is also included in the Form 7089 report. Although you may not have noticed Form 5500-A, it is part of the same report.  What is the purpose of Forms 5500A and 5500C?  Form 5500A is to record any contributions of a broker-dealer, investment company, or individual to the account of an employee plan in addition to the amount specified on a Form 5500. This report includes the amount of the contribution or the expense and the date of the payment.  Form 5500C is also required in cases where the amount being remitted does not meet the minimum amounts required for Forms 5498 and 4988, Contributions, Payments and Expenses and Forms  5498 and 7089, Reports of Plan Details and Information. In addition, there are some cases in which the employee plan is a 401(k) plan.

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