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Meridian Idaho Form 5500-EZ: What You Should Know

For more information, go here. Form 5500 series and other 401(k) annual reports should be filed through your  Employee Benefit Plan / IRAs / Retirement Plans, not directly through your business. If any of these are the first few pages on your website you have a mistake. These are also important: File by the 10th day, the last day the returns may be filed prior to January 31st. File electronically via a web-based system. You should also contact the IRS at the link above to avoid any errors. Please keep them in a safe place. These reports contain important information that is highly useful for your  investigation/prosecution of fraud. They are required by law and are required every year, even if your plan is not  subject to the requirements of section 105(b)(4) of the Internal Revenue Code of 1986 as the “required reports” have to be filed no later than January 31 of that year by the year following the year the annual report is due. These reports could be useful in proving when you took certain actions that are also required by Section 105(b)(4), and how much of your money was paid to the plan (when you changed to a new plan), also called a “deferral”. It may also help you if you have a claim against your plan.  These forms can also be important in determining whether to claim a tax credit for state unemployment taxes or federal unemployment taxes. Remember what the law says: Any employee benefit plan may be a disqualified plan (including a profit-sharing plan) if it does not satisfy a qualification requirement under section 401(c)(2) of the Internal Revenue Code at any time during the three years prior to the year in which the annual report of a disqualified plan would be due. The three-year period for determining whether you may exclude from income from your self-employment plan distributions from a disqualified plan begins with the first day of the fourth calendar year ending prior to the first day of the plan year of the exclusion. The period of the exclusion begins at the end of the plan year following the month in which the disqualified plan began.

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