Articles for: Form 5500
What is a Schedule SB in the Form 5500?
The Schedule SB is part of the IRS Form 5500 and provides the actuarial information for the plan sponsor’s defined benefit or cash balance plan. The actuarial information essentially summarizes [...]
Key words: Form 5500,Schedule SB
What happens if my Form 5500 is filed late?
The Delinquent Filer Voluntary Compliance Program (DFVCP) allows plan administrators to pay a reduced civil penalty if the required Form 5500 is filed under the Program before the Department of [...]
Key words: Form 5500
What is revenue sharing?
In the retirement plan industry, the term revenue sharing, sometimes referred to as 12b-1 fees, sub-transfer agency fees, or shareholder servicing fees, refers to amounts that are paid to service [...]
Key words: Form 5500
How do I electronically file the form 5500?
Employers who offer retirement plan benefits to their employees must file an annual report (IRS Form 5500) to the Department of Labor (DOL) concerning the plan. Beginning in January 2010, [...]
Key words: Form 5500
When is the IRS Form 5500 due for defined benefit plans?
IRS Form 5500 for defined benefit plans are due 7 months after the end of the plan year. For calendar year plan years this date is July 31 following the [...]
Key words: Defined Benefit,Form 5500