Schedule P (Form 5500) - Annual Return Of Fiduciary Of Employee Benefit Trust - 1998

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Annual Return of Fiduciary
OMB No. 1210-0016
(Form 5500)
of Employee Benefit Trust
File as an attachment to Form 5500, 5500-C/R, or 5500-EZ.
This Form Is Open to
Department of the Treasury
For the Paperwork Reduction Notice, see the Form 5500 instructions.
Public Inspection.
Internal Revenue Service
For trust calendar year 1998 or fiscal year beginning
, 1998, and ending
, 19
Name of trustee or custodian
Number, street, and room or suite no. (If a P.O. box, see the instructions for Form 5500, 5500-C/R, or 5500-EZ.)
City or town, state, and ZIP code
Name of trust
b Trust’s employer identification number
Name of plan if different from name of trust
Have you furnished the participating employee benefit plan(s) with the trust financial information required
to be reported by the plan(s)?
Enter the plan sponsor’s employer identification number as shown on Form 5500,
5500-C/R, or 5500-EZ
Under penalties of perjury, I declare that I have examined this schedule, and to the best of my knowledge and belief it is true, correct, and complete.
Signature of fiduciary
transactions conducted for the trust. If you do not have a
trust EIN, enter the EIN you would use on Form 1099-R to
Section references are to the Internal Revenue Code.
report distributions from employee benefit plans and on Form
945 to report withheld amounts of income tax from those
Purpose of Form
You may use this schedule to satisfy the requirements under
Note: Trustees who do not have an EIN may apply for one on
section 6033(a) for an annual information return from every
Form SS-4, Application for Employer Identification Number.
section 401(a) organization exempt from tax under section
You must be consistent and use the same EIN for all trust
reporting purposes.
Filing this form will start the running of the statute of
limitations under section 6501(a) for any trust described in
section 401(a), which is exempt from tax under section
The fiduciary (trustee or custodian) must sign this schedule.
If there is more than one fiduciary, the fiduciary authorized by
Who May File
the others may sign.
1. Every trustee of a trust created as part of an employee
Other Returns and Forms That May Be
benefit plan as described in section 401(a).
2. Every custodian of a custodial account described in
Form 990-T—For trusts described in section 401(a), a tax
section 401(f).
is imposed on income derived from business that is
How To File
unrelated to the purpose for which the trust received a tax
exemption. Report this income and tax on Form 990-T,
File Schedule P (Form 5500) for the trust year ending with or
Exempt Organization Business Income Tax Return. (See
within any participating plan’s plan year. Attach it to the Form
sections 511 through 514 and the related regulations.)
5500, 5500-C/R, or 5500-EZ filed by the plan for that plan
year. A separately filed Schedule P (Form 5500) will not be
Form 1099-R—If you made payments or distributions to
individual beneficiaries of a plan, report those payments on
Form 1099-R. (See the instructions for Forms 1099, 1098,
If the trust or custodial account is used by more than one
5498, and W-2G.)
plan, file one Schedule P (Form 5500). If a plan uses more
than one trust or custodial account for its funds, file one
Form 945—If you made payments or distributions to
Schedule P (Form 5500) for each trust or custodial account.
individual beneficiaries of a plan, you may be required to
withhold income tax from those payments. Use Form 945,
Trust’s Employer Identification Number
Annual Return of Withheld Federal Income Tax, to report
Enter the trust employer identification number (EIN) assigned
taxes withheld from nonpayroll items. (See Circular E,
to the employee benefit trust or custodial account, if one has
Employer’s Tax Guide (Pub. 15), for more information.)
been issued to you. The trust EIN should be used for
Cat. No. 13504X
Schedule P (Form 5500) 1998


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