PDF
Word
This version of the form is not currently in use and is provided for reference only. Download this version of
Form 5500 Schedule R
for the current year.
Form 5500 Schedule R Retirement Plan Information - Sample
What Is Form 5500 Schedule R?
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 R?
A: Form 5500 Schedule R is a form used to provide information about a retirement plan.
Q: Who needs to file Form 5500 Schedule R?
A: Plan administrators of retirement plans need to file Form 5500 Schedule R.
Q: What information is required on Form 5500 Schedule R?
A: Form 5500 Schedule R requires details about the retirement plan, including participant information, contributions, and distributions.
Q: When is Form 5500 Schedule R due?
A: Form 5500 Schedule R is generally due on the last day of the seventh month after the end of the plan year.
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 R 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 R Retirement Plan Information - Sample
1
2
3
