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Form 5500 for Pompano Beach Florida: What You Should Know

Overview, Form 5500 Annual Filing Requirements for 403(b) Plans. 4CFlorida.org Part 1 “Form 5500 Application Instructions.”  Note: The IRS states that Form 5500 may contain the following information: A brief description and summary of your employer's contributions Employer contributions to the group's 403(b) plan Families in which both spouses or former spouses are eligible to receive a retirement annuity payment if your plan is subject to section 404(b) of the Act. Payroll deduction limits for each person. Employer's information on the plan's contributions: The form 5500 application instructions do not include the information that would be included by completing Form 5498 (Form 5498 can be found in the appendix to Form 5498).   Form 5498 (F5497 or 5498). Form 5498 (F498). Form 5498 (F498). Form 5498 (F498) and form 5498-G. Form 5498 (F498) for each person's Social Security Number to be used to confirm that information is accurate. Example 6-4. Form 5498—filing requirement Example 6-4—Form 5498 filed Form 5498-G—social security coverage report The Form 5498G is prepared as a separate return and requires no additional filing requirements.  However, it should be filed in order for the employee's family to be eligible for Social Security coverage based upon their total income.   Form 5498-G: Social Security Coverage Report Part 5: Filing Requirements—403(b) Plan. Form 5498, Form 5498-G, and Form 5498-K are filed on lines 24, 28, 31, and 32 of the Form 5498. Note: We have a separate form for form 5498-K, which must be filed with your own annual report if the family is receiving Social Security benefits based upon the employee's contributions.  Form 5498-K for our client has the following additional information: Social Security Number—The Social Security number is required and must appear on forms 5498-K and 5498-G. Amount of contributions made—As a general rule, contributions to a plan to which you contributed do not have to appear for form 5498-K Example 6-4.

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