Form 5500 Schedule I Financial Information - Small Plan

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Form 5500 Schedule I Financial Information - Small Plan

What Is IRS Form 5500 Schedule I?

This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. The document is a supplement to IRS Form 5500, Annual Return/Report of Employee Benefit Plan. As of today, no separate filing guidelines for the form are provided by the IRS.

FAQ

Q: What is IRS Form 5500 Schedule I?
A: IRS Form 5500 Schedule I is a form used to report financial information for small retirement plans.

Q: Who needs to file IRS Form 5500 Schedule I?
A: Small retirement plans with fewer than 100 participants are required to file IRS Form 5500 Schedule I.

Q: What financial information needs to be reported on IRS Form 5500 Schedule I?
A: The form requires reporting of the plan's assets, liabilities, income, expenses, and certain transactions.

Q: When is the deadline for filing IRS Form 5500 Schedule I?
A: The form must generally be filed by the last day of the seventh month after the end of the plan year.

Q: Are there any penalties for not filing IRS Form 5500 Schedule I?
A: Yes, there are penalties for late or non-filing of IRS Form 5500 Schedule I. The penalties can be significant and may vary depending on the size of the plan.

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Form Details:

  • A 2-page form available for download in PDF;
  • This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
  • Editable, printable, and free;

Download a fillable version of IRS Form 5500 Schedule I through the link below or browse more documents in our library of IRS Forms.

Download Form 5500 Schedule I Financial Information - Small Plan

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