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Sample form 5330 for late contributions

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irs.gov/form5330. Write your name identifying number plan number and Form 5330 Section s on your payment. Your Signature Print/Type preparer s name Firm s name Firm s address Preparer s signature Paid Preparer Use Only Sign Here Under penalties of perjury I declare that I have examined this return including accompanying schedules and statements and to the best of my knowledge and belief it is true correct and complete. Filer tax year beginning A OMB No* 1545-0575 and ending Name of filer see in ...

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (55 Votes)
2013	4.4 Satisfied (321 Votes)
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Do I need to file Form 5330?

File one Form 5330 to report all excise taxes with the same filing due date. However, if the taxes are from separate plans, file separate forms for each plan. Generally, filing Form 5330 starts the statute of limitations running only with respect to the particular excise tax(es) reported on that Form 5330.

What is a form 5330?

IRS Form 5330 is a reporting tool commonly used to report excise taxes for 401(k) plans. If plan sponsors delay a 401(k) participants deposit so it interferes with investments and earnings, theyre required to pay an excise tax based on the missing earnings.

Who must file 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)).

Can Form 5330 be filed electronically?

Electronic filing of Form 5330 is expected to be available in 2022, and the IRS will announce the specific date of availability when the programming comes online.