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Form 5500 Reporting Update

OnDemand Webinar (91 minutes)

Navigating the maze of changes with Form 5500 can leave you lost and helpless without all the important must know information.Employers who offer an employee benefit plan must file an annual report regarding the plan's financial condition, investments and operations, unless specifically exempt by law. Filing the Form 5500 will satisfy this requirement. Learn when you need to file a Form 5500 and what you need to file. The topic will also focus on the Form 8955-SSA.


Ginger L. Fisher, J.D., LL.M., Deloitte Tax, LLP Leib Steiger, J.D., Deloitte Tax LLP


Overview of the Form 5500

• What Is the Form 5500?

• Who Must File?

• What to File

• Due Dates and Extensions

Schedule C Disclosures

• Direct Compensation

• Indirect Compensation

• Eligible Indirect Compensation

Electronic Filing

• Effective Dates/Types of Filing

• Errors and Lessons Learned From the Prior Plan Years

Form 8955-SSA

• Requirements

• Filing Electronically

Miscellaneous Issues and Topics

• Late Deposits

• Audit Requirements

• Participant Counts

• Penalties