Internal Revenue Service For Paperwork Reduction Act Notice, see the Instructions for Form 5500. Schedule I (Form 5500) 2018 v. 171027 SAMPLE. Schedule I (Form 5500) 2018 Page 2- 1 x 5a Has a resolution to terminate the plan been adopted during the plan year or any prior plan year? The tips below can help you fill in DoL 5500 - Schedule I easily and quickly: Open the form in our feature-rich online editing tool by clicking on Get form. Fill out the necessary boxes which are yellow-colored. Hit the green arrow with the inscription Next to move on from box to box. Forms and Instructions (PDF) Enter a term in the Find Box. Select a category (column heading) in the drop down. Click Find. Click on the product number in each row to view/download. Click on column heading to sort the list. You may be able to enter information on forms before saving or printing. This form is required to be filed for employee benefit plans under sections 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6057(b) 201and 6058(a) of the Internal Revenue Code (the Code). Complete all entries in accordance with the instructions to the Form 5500. OMB Nos. 1210-0110 1210-0089 8 Form 11-C. Occupational Tax and Registration Return for Wagering. 1217. 12/21/2017. Form 23. Application for Enrollment to Practice Before the Internal Revenue Service. 1020. 09/30/2020. Form 56. 2018 Instructions for Form 5500-EZ Annual Return of One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan You can obtain the official IRS printed 2018 Form 5500-EZ from the IRS to complete by hand with pen or typewriter using blue or black ink. Entries should not exceed the lines provided on the form. Enter the nine-digit EIN in an XX-XXXXXXX format, assigned to the employer for all applications filed for the Form 5500 series (Form 5500, Form 5500-SF, Form 5500-EZ) and/or Form 8955-SSA. Also enter the EIN for applications filed for Form 5330 (see Social security number (SSN) next for exceptions). The 5500-EZ is due by July 31st but only if your Solo 401k plan had $250,000 or more in assets at the end of the calendar year last year. Example: If on December 31st, 2018 your Solo 401k had $250,000 or more in total assets, then you would file your form 5500-EZ by July 31st, 2019. If you just set up your plan this year, you don't need to Inst 5500-EZ: Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan 09/07/2018 Form 5578: Annual Certification of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax 1119 12/06/2019 Form 5646: Claim for Damage, Injury, or Death 0117 Supporting Documents to Prove the Child Tax Credit (CTC) and Credit for Other Dependents (ODC) 0419. 04/08/2019. Form 14781. Electronic Federal Tax Payment System (EFTPS) Insolvency Registration. 1220. 01/13/2021. Form 14773-A. Offer in Compromise Withdrawal Joint. Here are the top 3 reasons why properly following Form 5500 instructions is crucial. Filing late or not filing at all can cost you A LOT. When it comes to employee benefit plans, the government requires punctuality. When you fail to file the Form 5500 on time, the IRS AND the DoL will enforce penalties. Here are the major potential penalties: Video instructions and help with filling out and completing form 5500 schedule a instructions. Utilize our fast video guideline for completing Form in your