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Form 5500 for Syracuse New York: What You Should Know

It helps plan sponsors verify the facts related to an employee's pension plan and the amount of money set aside in it, and assists administrators in establishing and enforcing the provisions of a pension plan. If you have questions about Form 5500-EZ, please contact your Plan Administration Assistant at ext. 5500 (toll-free), via email or through the U.S. Department of Labor's website. New York State Office of Personnel Management — New York State Retirement System (RS) Form 5400 (2016) and 5400-A (2017) — the information requested is: The name and address of the employer. If not a business or entity, the name and address of the person who has a contract arrangement, or is a principal officer, owner, partner or employee of the employer(s) engaged in business on more than a limited basis with the government or the taxpayer. This is the name and address of the person in connection with which the information will be collected at the time of distribution. The name and address of the person who, as of January 1 of the year, is the employer's only employee and the employee's only agent during the taxable year. If not a business or entity, the name and address of the person who has a contract arrangement, or is a principal officer, owner, partner, officer, agent, or employee of the employer(s) engaged in business on more than a limited basis with the government, the taxpayer, or the government. The name and address of the person who is a spouse of an employee and, as of January 1, is the employer's only employee and the employer's only agent during the taxable year. If not a business or entity, name and address of the person who has a contract arrangement, or is a principal officer, owner, partner, officer, agent, or employee of the employer(s) engaged in business on more than a limited basis with the government or the taxpayer. The name and address of the person who is a spouse of an employee (other than the spouse of an employee employed by a business entity) and, as of January 1, is the taxpayer's only employee and employer's only agent throughout the taxable year. A certification signed by the employer(s) indicating that this form applies to the type of position being filled and the date on which the position became available.

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