2015 Form 5500 Released

Posted by BAS - 10 December, 2015


The IRS released the 2015 version of Form 5500, with only a few minor changes from the 2014 version. Form 5500 is the annual information filing for pension benefit plans and for welfare plans with 100 or more participants. 

For retirement plans, Form 5500 now includes additional IRS compliance questions. The Form also now requires information about third-party preparers of the forms.  Little else has changed from prior versions.

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