Form 5330-2025

Show details

4.8 out of 5

55 votes

The document is Form 5330, a tax return for excise taxes related to employee benefit plans, as mandated by the Internal Revenue Service (IRS). It outlines various sections and schedules for reporting different types of excise taxes applicable to qualified employer plans, including taxes on nondeductible contributions, excess contributions, prohibited transactions, and failures to meet minimum funding standards. The form requires detailed information about the filer, plan sponsor, and specific tax calculations based on the relevant sections of the Internal Revenue Code.

Here's how it works

01. Edit your 5330 excise online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send 5330 irs via email, link, or fax. You can also download it, export it or print it out.

The fastest way to redact Form 5330 online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is the best editor for modifying your forms online. Adhere to this straightforward guideline edit Form 5330 in PDF format online free of charge:

Sign up and log in. Create a free account, set a secure password, and proceed with email verification to start managing your templates.
Add a document. Click on New Document and choose the file importing option: add Form 5330 from your device, the cloud, or a protected link.
Make changes to the template. Take advantage of the top and left panel tools to redact Form 5330. Insert and customize text, images, and fillable areas, whiteout unnecessary details, highlight the significant ones, and comment on your updates.
Get your paperwork accomplished. Send the form to other parties via email, generate a link for quicker document sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail added.

Explore all the advantages of our editor today!

See more form 5330 versions

We've got more versions of the form 5330 form. Select the right form 5330 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2022	4.7 Satisfied (36 Votes)
2021	4.8 Satisfied (55 Votes)
2013	4.4 Satisfied (321 Votes)
2009	4 Satisfied (47 Votes)
2003	4.4 Satisfied (169 Votes)
1998	4.4 Satisfied (45 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a form 5330 used for?

This form is used to report and pay the excise tax related to employee benefit plans.

What is the penalty for filing form 5330?

If you file late, you may attach a statement to Form 5330 explaining the reasonable cause. Penalty for late payment of tax. If you do not pay the tax when due, you may have to pay a penalty of of 1% of the unpaid tax for each month or part of a month the tax is not paid, up to a maximum of 25% of the unpaid tax.

Where do I send the IRS form 5330?

File Form 5330 with the: Internal Revenue Service Center, Ogden, UT 84201. Private delivery services. You can use certain private delivery services designated by the IRS to meet the timely mailing as timely filing/paying rule for tax returns and payments.

What is form 5330 for late employer contributions?

What is Form 5330? Form 5330 is used to report and pay a variety of excise taxes related to employee benefit plans. One of the most common of these is the excise tax on late deposits made while correcting through the Department of Labors Voluntary Fiduciary Correction Program (VFCP).

Who fills out form 5330?

A Form 5330 must be filed by: Any employer who is liable for the tax under section 4971 for failure to meet the minimum funding standards under section 412 (liability for tax in the case of an employer who is a party to a collective bargaining agreement, see section 413(b)(6)).

form 5330 deadline

Form 5330 instructions Form 5330 PDF Form 5330 401k Form 5330 due date How to file Form 5330 electronically Irs form 5330 Form 5330 late contributions Who files Form 5330

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

Is form 5330 required to be filed electronically?

The Filing Requirement Reg. 54.6011-3(a), a taxpayer is required to file Form 5330 electronically for taxable years ending on or after Dec. 31, 2023, if the filer is required to file at least 10 returns of any type during the calendar year that the Form 5330 is due.

Form 5330-2025

Here's how it works

The fastest way to redact Form 5330 online

See more form 5330 versions

Complete this form in 5 minutes or less

Got questions?

What is a form 5330 used for?

What is the penalty for filing form 5330?

Where do I send the IRS form 5330?

What is form 5330 for late employer contributions?

Who fills out form 5330?

Complete this form in 5 minutes or less

People also ask

Is form 5330 required to be filed electronically?

form 5530 1

Try more PDF tools