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401kfedforms
Schedule I Instructions
These instructions reference the following reports and documents from your 401k software and companion materials:
• Employee Census -- All Employees
• Employee Census -- Terminated Employees
• Year End Auditor's Worksheet
• Yearly 5500 Summary Worksheet
• Year to Date ADP Test Correction
• Year to Date Distributions
• Adoption Agreement |
Use Schedule I as an accompaniment to Form 5500 to report certain financial information about your 401k plan if your plan has anywhere from two to 99 eligible employees.
The three-page Schedule I, 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.)
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If you have any questions in completing your Schedule I, call the Department of Labor's toll free 5500 Helpline at 1-866-463-3278. (Schedule I 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.