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This version of the form is not currently in use and is provided for reference only. Download this version of
Form 5500 Schedule I
for the current year.
Form 5500 Schedule I Financial Information - Small Plan
What Is IRS Form 5500 Schedule I?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. The document is a supplement to IRS Form 5500, Annual Return/Report of Employee Benefit Plan. As of today, no separate filing guidelines for the form are provided by the IRS.
FAQ
Q: What is IRS Form 5500 Schedule I?
A: IRS Form 5500 Schedule I is a form used to report financial information for small retirement plans.
Q: Who needs to file IRS Form 5500 Schedule I?
A: Small retirement plans with fewer than 100 participants are required to file IRS Form 5500 Schedule I.
Q: What financial information needs to be reported on IRS Form 5500 Schedule I?
A: The form requires reporting of the plan's assets, liabilities, income, expenses, and certain transactions.
Q: When is the deadline for filing IRS Form 5500 Schedule I?
A: The form must generally be filed by the last day of the seventh month after the end of the plan year.
Q: Are there any penalties for not filing IRS Form 5500 Schedule I?
A: Yes, there are penalties for late or non-filing of IRS Form 5500 Schedule I. The penalties can be significant and may vary depending on the size of the plan.
Form Details:
- A 2-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 5500 Schedule I through the link below or browse more documents in our library of IRS Forms.
Download Form 5500 Schedule I Financial Information - Small Plan
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