401k Related Federal Reporting Forms and Schedules
| relevant DUE DATE(S) |
RELEVANT TO PLANS WITH... | |||
| 1 eligible employee |
2-99 eligible employees |
100 or more eligible employees |
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| Form 1096 | 2/28 |  |
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| Annual Summary and Transmittal of U.S. Information Returns | ||||
| Form 1099-R | 1/31 employee; 2/28 to IRS |
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| Distributions from Pensions, Annuities, Retirement Plans... | ||||
| Form 5500 | 7/31 | |
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| Annual Return of Employee Benefit Plan | ||||
| Form 5500-EZ | 7/31 | |
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| Annual Return of 1-Participant Retirement Plan | ||||
| Form 5558 | 7/31 | |
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| Request for Extension to File Certain Employee Plan Returns | ||||
| Form 945 | 1/1 or 2/11 | |
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| Annual Return of Withheld Federal Income Tax | ||||
| Schedule H | 7/31 | |
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| Financial Information (for large pension plans) | ||||
| Schedule I | 7/31 | |
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| Financial Information (for small pension plans) | ||||
| Schedule P | 7/31 | |
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| Annual Return of Fiduciary Employee Benefit Trust | ||||
| Schedule T | 7/31 | |
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| Qualified Pension Plan Coverage Information | ||||
| Summary Annual Report* | 9/30 | |
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*The Summary Annual Report is an overview of the information submitted to the IRS in your Form 5500/5500-EZ and applicable schedules. Because it is not an IRS Form or Schedule, blank versions are not available from the IRS. Samples as well as ready to complete PDFs, however, are part of 401k FedForms.