Screen ID - Identification, Number of Participants, Employer information (5500)

Plan Identification

Individual signing for Direct Filing Entity (DFE)
The information you enter here displays at the bottom of Form 5500, Page 1, and determines which person’s electronic signature information (the User ID and PIN from the ELF Screen) to use for DFE.

Number of Participants

Number of participants as of beginning of year: Total participants
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
Number of participants as of beginning of year: Active participants
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
Number of participants as of end of year: Active participants
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
Retired or separated participants receiving benefits
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
Other retired or separated participants entitled to future benefits
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
Deceased participants with beneficiaries receiving or entitled to benefits
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
Number of participants: With account balances
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.
Number of participants: Terminated employment during year with accrued benefits less than 100% vested
If you leave this field blank it defaults to
0
(zero) because the Department of Labor expects a response.

Employer Identification for Multi-Employer Plans

UltraTax CS only uses the information in this section for transmittal letters and filing instructions instead of the sponsor information.

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