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DoL 5500 - Schedule I 2018-2025 free printable template

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SCHEDULE BOMB No. 12100110Financial Information Small Plan(Form 5500) Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration2018This schedule
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DoL 5500 - Schedule I Form Versions

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DoL 5500 - Schedule I 2018
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DoL 5500 - Schedule I 2014
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DoL 5500 - Schedule I 2008
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How to fill out DoL 5500 - Schedule I

01
Obtain the Form 5500 and the Schedule I from the Department of Labor website.
02
Fill in basic information about the plan, including the plan name, number, and the year for which the report is being filed.
03
Provide information about the plan sponsor, including the name and address.
04
Specify the type of plan being reported (e.g., defined benefit, defined contribution).
05
Complete the financial information section, including assets, liabilities, and funding status.
06
Fill out any required compliance questions regarding plan operations and adherence to regulations.
07
Review all entries for accuracy and completeness.
08
Sign and date the form as required.
09
Submit the form electronically through the EFAST2 system before the deadline.

Who needs DoL 5500 - Schedule I?

01
Any employee benefit plan that has 100 or more participants on the first day of the plan year must file Schedule I.
02
Retirement plans such as 401(k) plans, pension plans, and employee welfare benefit plans may need to file Schedule I.
03
Plan sponsors or administrators responsible for managing employee benefit plans are required to complete this schedule.
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They include: Downloading from IRS Forms & Publications page. Picking up copies at an IRS Taxpayer Assistance Center. Going to the IRS Small Business and Self-Employed Tax Center page. Requesting copies by phone — 800-TAX-FORM (800-829-3676).
A draft of the 2023 Form W-4 was released Dec. 7 by the Internal Revenue Service. Changes in the draft primarily removed references to the IRS's tax withholding estimator at several points in the form and instructions. Amounts used in the Step 2(b) and Step 4(b) worksheets were also updated.

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DoL 5500 - Schedule I is a form used by certain employee pension and welfare benefit plans to report financial information to the Department of Labor (DoL). It provides details on plan assets and financial operations.
Generally, plans with fewer than 100 participants that are not subject to the audit requirements are required to file Schedule I as part of the Form 5500.
To fill out Schedule I, plan officials must provide information regarding the plan's assets, income, expenses, and participant data as per the guidelines in the Form 5500 instructions.
The purpose of Schedule I is to ensure transparency and accountability in the reporting of employee benefit plan financials and to assist in the regulatory oversight of these plans.
Information required includes total plan assets, income and expenses of the plan, number of participants, and investment income, among other financial details.
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