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5500

The Form 5500 Annual Return/Report is used to report information concerning employee benefit plans. Any administrator or sponsor of an employee benefit plan subject to ERISA (Employee Retirement Income Security Act-on DOL website) must file information about each plan every year (Code section 6058 and ERISA sections 104 and 4065). This form needs to be signed by the plan administrator and the employer, who frequently is the owner of the company. For most small plans the plan administrator and the employer are the same. Yes you do have to sign in both places. The filing deadline for this form is 7 months after the plan-year-end for your pension plan, unless a 5558 extension form was filed, in which case you will have an additional 2˝ months to file. (Example: your plan ends 12/31, the filing deadline for your 5500 forms is 7/31, with an extension you have till 10/15 to file.) Click on the PDF image to see where to sign and date this form. 

 

  Press button to see sample page with signing instructions

 

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