Schedule I Samples and Instructions

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I. On-line "Point-and-Click" Fedform Instructions - Schedule I, (for finding information within your 401(k) software
II. Printable Fedform Instructions - Schedule I
III. Printable IRS Instructions - Schedule I  (PDF for download from the IRS website)

 I. On-line "Point-and-Click" Instructions: Page 1 of 3

Schedule I: Financial Information -- Small Plan

Click on the highlighted section of the below IRS Form or Schedule to access instructions on where to find the information within your 401k software and companion materials -- or click on the Details, above, to view (or print) a text only page of 401k FedForms instructions for the IRS Form or Schedule.

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 I. On-line "Point-and-Click" Instructions: Page 2 of 3

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 I. On-line "Point-and-Click" Instructions: Page 3 of 3

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II. Printable Fedform Instructions - Schedule I

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401k Fedforms for 2-99 Participants: 1096, 1099-R, 945, 5500, Schedule I,
401k Fedform Worksheet, End of Year Plan Assets Worksheet, Summary Annual Report

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