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Rochester New York Form 5500: What You Should Know

IRS Publication 5500: Annual Return Information for Pension Plans & Retirement Plans — January 1, 2010, To View IRS Form 5500 or Get More Info, Contact IRS at In this case, an early filing to the IRS is often a great idea, because you are looking at a shorter tax burden in most cases.  Form 5500 Series is the first step in filing any return relating to a tax-protected plan or retirement plan. It is also an annual reminder for you to review the information you have on your plan and to determine whether it is needed.  This form is a report showing what kind of benefits you received based on your pay and deductions. The information reported on Form 5500 generally applies to the plan's fiscal year, not the year you first joined. For this reason, it is important to see if your benefits received during the subsequent tax year are still due.  It is also a reminder to review your plan's documents and make sure you are following the plan's rules and regulations. If your plan benefits are not in compliance with the requirements of Form 5500, contact your plan sponsors.  The first place to start is with the plan's annual report, which will show what kind of benefits you received during the period of employment and other information, if applicable. Generally, all retirement plans report the following information on Form 5500 and each year: (a) The terms of a plan and the amount of retirement benefits you received for each covered year; (b) The retirement plan contributions (including defined contribution plans), which amount for purposes of determining the benefits for which you are eligible may be less than the amount you are required to contribute under the plan; and (c) A description of the types of benefits and amount of benefits received and the amounts received for the same month, year, or period of service.

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