Form 5500 Schedule G Financial Transaction Schedules - Sample

What Is Form 5500 Schedule G?

This is a legal form that was released by the U.S. Department of Labor - Employee Benefits Security Administration and used country-wide. The document is a supplement to Form 5500, Annual Return/Report of Employee Benefit Plan - Sample. As of today, no separate filing guidelines for the form are provided by the issuing department.

FAQ

Q: What is Form 5500 Schedule G?
A: Form 5500 Schedule G is a financial transaction schedule that needs to be filed along with Form 5500, the annual return/report for employee benefit plans.

Q: What is the purpose of Form 5500 Schedule G?
A: The purpose of Form 5500 Schedule G is to report any financial transactions or loans involving the plan, including any transactions with parties-in-interest.

Q: Who needs to file Form 5500 Schedule G?
A: Form 5500 Schedule G needs to be filed by employee benefit plans that meet certain criteria, such as having 100 or more participants at the beginning of the plan year.

Q: What information is required on Form 5500 Schedule G?
A: Form 5500 Schedule G requires information about the plan's financial transactions, including loans made to or from the plan, as well as any transactions with parties-in-interest.