IRS Schedule P Instructions

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Schedule P Instructions

These instructions reference the following reports and documents from your 401k software and companion materials:

• Adoption Agreement

• License Information

Use Schedule P as an accompaniment to Form 5500 to report basic information about your plan's trust and trustee.

The one-page Schedule P, being an accompaniment to Form 5500, is due to the IRS by July 31st. (For non January to December plan years, file by the last day of the seventh month after the close of your plan year.)

If you have any questions in completing your Schedule P, call the Department of Labor's toll free 5500 Helpline at 1-866-463-3278. (Schedule P is part of your Form 5500 filing, so help with its completion is available through the toll-free 5500 Helpline.)

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You can click on any highlighted area of any IRS Form or Schedule pictured herein to call up the information on where within your 401k software to find the requested information.

You can choose to view text-only instructional pages. These pages contain only a small graphical representation of the particular IRS Form or Schedule but list all 401k FedForms instructions regarding that Form or Schedule on a single page. Because information is not "hidden" within popup windows, the text-only pages are recommended for user's who prefer to download or print out the instructions rather than view them while online.

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401k Fedforms for 100Participant: 1096, 1099-R, 945, 5500, Schedule H, Schedule P, Schedule T,
401k Fedform Worksheet, End of Year Plan Assets Worksheet, Summary Annual Report