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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 - Sample
What Is Form 5500 Schedule I?
This is a legal form that was released by the U.S. Department of Labor - Employee Benefits Security Administration and used country-wide. The document is a supplement to Form 5500, Annual Return/Report of Employee Benefit Plan - Sample. As of today, no separate filing guidelines for the form are provided by the issuing department.
FAQ
Q: What is Form 5500 Schedule I?
A: Form 5500 Schedule I is a financial information form that is required to be filed by small retirement plans.
Q: What is the purpose of Form 5500 Schedule I?
A: The purpose of Form 5500 Schedule I is to provide detailed financial information about a small retirement plan, including its assets, liabilities, and income.
Q: Who is required to file Form 5500 Schedule I?
A: Small retirement plans are required to file Form 5500 Schedule I if they meet certain criteria, such as having fewer than 100 participants.
Q: What are the key components of Form 5500 Schedule I?
A: The key components of Form 5500 Schedule I include information about the plan’s assets, liabilities, income, expenses, and contributions.
Form Details:
- The latest available edition released by the U.S. Department of Labor - Employee Benefits Security Administration;
- Easy to use and ready to print;
- Yours to fill out and keep for your records;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a printable version of Form 5500 Schedule I by clicking the link below or browse more documents and templates provided by the U.S. Department of Labor - Employee Benefits Security Administration.
Download Form 5500 Schedule I Financial Information - Small Plan - Sample
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