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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 MB
for the current year.
Form 5500 Schedule MB Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information - Sample
What Is Form 5500 Schedule MB?
This is a legal form that was released by the U.S. Department of Labor - Employee Benefits Security Administration on April 13, 2022 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 MB?
A: Form 5500 Schedule MB is a filing requirement for multiemployer defined benefit plans and certain money purchase plans.
Q: What is a multiemployer defined benefit plan?
A: A multiemployer defined benefit plan is a type of retirement plan sponsored by multiple employers in the same industry.
Q: What is a money purchase plan?
A: A money purchase plan is a type of retirement plan where employers contribute a set amount each year to the employee's retirement account.
Q: Who needs to file Form 5500 Schedule MB?
A: Multiemployer defined benefit plans and certain money purchase plans are required to file Form 5500 Schedule MB.
Q: What information is required on Form 5500 Schedule MB?
A: Form 5500 Schedule MB requires actuarial information related to the funding and benefits of the plan.
Q: How often does Form 5500 Schedule MB need to be filed?
A: Form 5500 Schedule MB needs to be filed annually.
Q: Are there any penalties for not filing Form 5500 Schedule MB?
A: Yes, there are penalties for not filing or for filing incomplete or inaccurate Form 5500 Schedule MB.
Form Details:
- Released on April 13, 2022;
- 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 MB 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 MB Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information - Sample
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