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Hand-in-Hand Teaching Guide to create 5500sf Form 2012

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5500sf Form 2012 Claim Tips

welcome this is a video tutorial for our.new clients that are filing their very.first tax form 5500 SF then as your plan.just started up in the previous year if.your plan started up earlier than that.and you just need a refresher course in.filing your 5500 there is a separate.video posted on our website just for.your returning filers most likely you're.watching this video because you just.received this email from the online 401k.about filing your tax form 5500 this.5500 is an informational tax return that.reports the activity of your 401k plan.to the feds all 401k plans that have.assets by the priest by the previous.December 31st have to file a form for.that year.the feds presumably use this information.to gauge how many people are covered by.private pension plans and how much money.is in these plans we have already input.the data into your 5500 for you all you.have to do is review it electronically.sign it and file it although we filled.the form out for you we can't sign it.and file it for you only you as the plan.sponsor can electronically sign it and.file it now the first question most new.clients have is who can sign the 5500.usually it's the trustee of the plan who.will sign the 5500 but anyone who can.answer questions about that 5500 can.sign it and file it if not the trustee.and the plan sponsor or whomever submits.the regular payrolls would be a good.candidate but mainly if the IRS rbl had.a question about the 5500 the person.most conversant with the plan would be.the logical choice to sign the 5500 now.then for first time filers you'll need.to go through a two-step process the.first step is you're going to let them.do is to get an electronic signature.from the Department of Labor website.this electronic signature looks like.this it has a user ID that starts with.the letter A and it says seven digits.and a four-digit pin and I'll walk you.through the process of how to get this.electronic signature from the Department.of Labor website and once you have your.electronic signature then you can go to.the 5500 website and input this.electronic signature on the 5500 itself.now then in the email we sent there's a.link to the IRS website it's this WWF a.DOL that'll take you to the.Department of Labor website itself now.what do you want to do to get your.electronic signature is to click this.link here if you are new to be fast to.register for any fast to account and.again I'll walk you through this process.here you'll read and agree agree to the.agreement check the little box you'll.agree to an agreement a couple of dozen.times over this process and accept this.agreement now then you'll fill this.profile information out with your.company name and address give you this.is a dummy account I set up just for.this case so don't use this information.but this is what it might look like now.what's important here is check the box.for filing signer you can check these.other boxes if you like it won't hurt.anything it won't help anything but the.most important wants to check is filing.signer that's the one you want to be.sure is checked now that Smith had.information and it'll ask you to set up.a challenge question in this case we're.using the date of birth so you can put.that and now it'll summarize the.information back to you and again you.want to make sure you're a filing signer.and you submit that information and they.will send you an email so check your the.email account that you put in in the.profile information and here I use my.yahoo address and they send me an email.I'm going to click the link in this.email to get back to the DOL site and.again it allows me the challenge.question I set up which was birth date.and now they're getting ready to give me.my numbers so I have to read and agree.and accept the agreement and do it again.for the signature and now they want me.to set up a password that will get into.this vol site you won't use this very.often this alone this again this is only.to get into the Department of Labor.website but it's a very sensitive.password they're very picky about what.it looks like it has to be eight and.sixty characters long have both numbers.and letters and a capital letter and you.have to use one of these symbols but.nobody gives it right the first time so.don't feel bad if it rejects your first.selection so once you've arrived at a.password that the system likes it'll let.you in.it'll give you your confirmation now.this is the magic page this is has the.information you're looking for you may.want to print this page out or write.this information down your user idea.again is this US letter the search with.the letter A and at seven digits and.this four digit PIN this is your.electronic signature and again just cast.by encapsulating your letter your.information and now you don't need to.longhand you want now that you have your.electronic signature you're ready to go.back to the 5500 website and file your.5500 in the email that we sent there's a.link to the 5500 itself you might have.to scroll down in the email to get to a.under step one the website is.www.antakungfu.com and password to get.into the 5500 is different from the DOL.website the username and the password is.in the email that we sent under step 2.you'll see a username again this is just.the W account so don't use this but in.the email you'll see your username and.we send your password in a separate.email for security reasons so between.this email and the separate email you'll.have your username and your password use.those to get into your 5500 website now.then once you're in you should see your.company name and the retirement trust.really.401k plan if you're an advisor or if you.are a plan sponsor for more than one.plan with us you may see more than one.plan but that's majority of our clients.will just see the one-line here and one.thing to double check is make sure that.your form year is set for 2012 as a.first time filer of course this is going.to be your 2012 is your first year but.you know we're double check make sure.that's set on 2012 now that we're going.to click your plan name here to get into.the part of the filing this is a plan.summary page now you see two items here.the 5500 package and a form called the.eight nine five five SS a filing not all.of our clients will need to file an 8 9.55 ssa now I'll refer to that is just.the SSA form what the SSA form is is it.reports to.participants who have left the company.but have not been paid out yet or not.received their distribution yet by the.end of the year so if your company pays.out or if you plan pays out terminated.employees right away chances are you.won't have to file an ssa so for most of.our first-time clients or first time.filers you probably won't see this SSA.line that's fine don't worry about that.if LTC is the 5500 package that's just.fine where you might see an ssa filing.line and I'll walk you through that.process just in case now and you see.that these are the links to actually.file the forms these are the links to if.you want to view the form which we'll do.here in just a second and also once we.finished viewing you can print the plant.let the print the forms up if you like I.don't necessarily recommend clicking.this link for review complete what that.does is lucky amount and you can't get.back into the form so if you want to.change anything or if you just want to.review it for now and come back later.that will lock you out and that causes.more problems than it's worth I don't.know why it's set up this way but I.would recommend just clicking the view.plan to look at your forms and not.worrying about review complete so let's.look at the 5500 itself we're gonna.click on the view plan link that'll take.you to the plan details and you'll see.two selections view and edit that's.pretty literal if you click view you can.only view the form you won't be able to.make any changes so I usually click the.edit link that's more convenient if you.see something you want to change you can.change it right then and there you don't.have to back out and go back in under.edit mode now there's this form plan.info chances are you won't need to go in.there that's where the information.that's common to all of the forms this.house of example plan name company name.company address phone number see I am.Nets all looking on the plan info sheet.so if your plan or if your company moved.during the year you may need to go in.and change the address but that would be.the only time you would access the plan.info sheet so for now let's just look at.the 5500 we're gonna click the edit link.and this is the top of the 5500 again.the information that's common to all the.forms locate.on the plan info sheet are in these blue.sections and so you won't be able to.change or make edits to the blue.sections in the blue boxes again that's.where you would use the plan info sheet.so if we scroll down on the 5500 you'll.see the part of the information here we.have hit count figures of number of.participants and the assets for a first.time founder your beginning of your.assets will be zero and then the end of.your assets of course are your assets as.of December 31st I usually tell clients.you can get is involved with double.checking these numbers as you want I.think most of our clients are content to.let this bill let us build a software.you that's that is what you're paying is.for big notes our clients are don't know.don't care yeah so but if you do want to.double check you can check your payroll.records to make sure that's the.contributions that were contributed.during the year you might look at your.custodian statements to see if that was.the end of your assets as I feel 31 but.like I say you can get involved with.double checking these figures as you.like and I think most of our clients are.happy to let us fill this out below the.financial information are a series of.questions.most of these answers will be no the.questions that are usually yes are the.fidelity bond questions and if you have.a question about what a fidelity bond is.we have some more information on our.regular website the WWE on line 401k com.website that has information about.fidelity bonds if your plan allows loans.if you have any outstanding loans you.check yes on the loan question and put.in the amount of the outstanding loan so.if you sever 31st but as most these.questions are going to be answered no.for example did the plant have a loss.caused by fraud or dishonesty.chances are you'll know if that's the.case and you will have spoken to us.already about that you know so you will.know if you need to check yes or one of.these but chances are the answer is no.now then we will scroll back up to the.top of the page click the return to plan.summary and now we're going to look at.the schedule ssa and again not to over.to emphasize the point that you may not.see an ssa filing line here you may only.see the 5500 line and that's fine but.just in case you do CNSs a line let's.take a look at the SSA form view form.SSA.and it and as I mentioned SSA reports.individuals that left the company that.have not been paid out so chance chances.are you know there are well there will.be some years where you won't need to.file an ssa the people who the first.year is relatively rare to have to file.one but if you want to look at the list.of names here on the SSA click the Edit.link that will open up a go to box click.that the default is for field you want.to click page and most clients just have.a two-page form if you have more than a.dozen employees you'll need three pages.that's relatively rare and this is the.information that's contained on the SSA.these are individuals that left the.company and John Smith still has 45,000.345 due him by the end of the year so.we're adding him with status paid to the.SSA list now Mark Jones this tells us.that he left the company previously and.was previously reported on an SSA he has.since been paid out so now we're adding.him or putting in status d4 delete so.this tells us John Smith still do money.Mark Jones has been paid out again we.keep track of this kind of information.so I wouldn't worry about.double-checking this stuff like I said.we have a better feel for who's been.paid out or it is due money than you do.that's one of the reasons you pay us so.I wouldn't worry too much about the.information of this SSA and you're free.to double-check it of course but I.wouldn't go into too much detail if I.were you so assuming everything looks.okay let's go back to the top of the.form and we're going to click return to.the plan summary and ask you if you want.change save any changes now we're ready.to file our forms let's follow the 5500.first that's called be fast the 5500.goes to the Department of Labor their.system is called a fast and the SSA goes.to the higher arrests so that's why it's.called the fire system so that's why.there's two different legs to file so.first we're going to go to be fast to.file the 5500 form.here we see the forms and attachments.there are no attachments so we'll go.down to the bottom of the page we've.already edited the form and we're going.to click the next button the system will.do an automatic verification or.validation here we see this okay and.here is where you're going to input your.electronic signature this is the a.number and 4-digit pin that you got from.the Department of Labor input twice as.both administrator and planned sponsor.here you see an electronic signature has.been input now we're ready to scroll.down you'll see a box that says I have.read this agreement check that and this.is important the link you want to check.is agree and transmit these other links.won't do anything for you.I'll create an offline in there there.are previous widgets then we take you.back disagree will cancel the whole.process agree and say we'll save your.work and take you back to a previous.screen but none of those will actually.transmit the form you want to hit agree.and transmit once you get the agree and.transmit link you'll see that your key.file green light is lit and you finally.expand this is submitted it takes maybe.5 to 10 15 minutes to go through the.process so let's return let's go down to.the bottom of the page and we'll hit.close.that'll return us to the plan summary.sheet and there you'll see the status.has been changed to filing received when.I was recording this video there was.actually a few minutes time between.these two steps so don't be alarmed if.you don't see finally my status or that.your filing status is finally received.right away it may take some time to flip.to finally receive but shouldn't take.too long I would say half hour at the.most.nothing we're ready to follow the SSA.assuming you have a SSA line here when I.click file SSA looks much like looks.much like the 5500 we're gonna click the.next button it'll validate for you.arretez you you're-you're it's ready to.be transmitted we're going to trip get.transmitted and now you're he filed and.your filing status is submitted so we're.going to go down to the bottom of this.page and click close that is takes us.back to the plan selection now this.filing received is referring to the 5500.this doesn't refer to the SSA but we.will double check in a couple of minutes.to make sure that it's been received and.you'll also receive confirmation emails.so let's take a look at what those.emails look like so you're ready to.click the logout button up here that'll.log you out of the form and now if.you're lucky you think you would Lord.willing and the creek don't rise you've.received a email from the Department of.Labor for your 5500 and hopefully it'll.say finally received that's good news.thus that's the magic word you're.looking for again this shows that your.5500 has been received and you're all.set there longer to receive as the IRS.is confirmation for your SSA when we did.this and it took several hours for the.IRS sustained this confirmation email.but it did arrive eventually the magic.words here is good don't worry about the.term not released what happens is.they'll hold on to your SSA for 10 days.to allow you to in it or make changes.and then after 10 days they'll release.the form to the larger computer so don't.worry if it says not really it's that's.not bad the main thing you're looking.forward is filing status good and that's.it you've found your 5500 and your SSA.if applicable if you want to.double-check you can go back to the 5500.website and here you'll see filing.status says received and your SSA filing.status says filed and if you also notice.your links over here and I'll say amend.the 5500 or we file SSA so that also.indicates that the filing has gone.through now then you want to follow your.5500 and your SSA by July 31st we can.tell through the website if you haven't.filed by the end of July and we'll.extend it for you to October 15th.however that will incur $195 fee so be.sure you found by July 31st to afford to.avoid the center $95 extension fee if.you have any questions or problems.contact your client success team or drop.this align at compliance at the online.portal ok calm and you should be filed.in let us know if you have any trouble.good luck.

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5500sf Form 2012 FAQs

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