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Alabama Form 5500: What You Should Know

In general, Form 5500 is also filed to determine who is eligible to participate in a benefits-eligible retirement plan and who is ineligible. See Forms 5500 (Form 5500A) Form 5500 Filing by Pension Plans A pension plan is a form of retirement plan in which employees contribute to their own retirement accounts before they  retire. Some pension plans are defined contribution plans (see 401(k), 403(b) and 457(b) plans), while others are defined bonus plans. There sometimes is no contribution requirement for employees in defined bonus plans. The majority of these types of retirement plans are known as vested plans. To learn more about 401(k)s see 401(k) FAQ for 2013. (I-l.5-1) For purposes of this paragraph, for taxable years in which any portion (either the first half of the plan year or the second half of the plan year) of a plan year is before January 31, 2015, the plan year shall be treated as beginning on January 1, January 31, and January 29 of such plan year, respectively. See paragraph (i)(5)(iv) of this section for plan years that are terminated earlier than January 31, 2015. (i)(5)(iv) Exceptions. An exception to the first half of the plan year requirement includes plan years that include more than one month in which less than 1,000 of contributions were received by plan participants by the close of the plan year and to which the contribution credit can be applied by January 31, 2015. For such plan years, only the month with the shortest or earliest balance date shall count as the January 31, 2015, first half of the plan year. The other months in the plan year shall be treated as the full plan year, including all months of any quarter in which contributions received are less than a certain amount. To determine whether an exception is applicable, review paragraph (i) of this section.  The second half of the plan year requirement requires an employer to include all months in which no plan participants contributed or received less than a certain amount of contributions. A partial year is treated as having a plan year beginning at midnight of the preceding plan year, December 31 for example.

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