Form 5330, Return of Excise Taxes Completed Form Examples and Samples
Explore a detailed example of Form 5330, demonstrating how to complete it for reporting excise taxes on late contributions to a retirement plan. This guide provides step-by-step instructions and highlights key sections for accurate submission.
Form 5330 Example – Retirement Plan Compliance
How this form was filled:
The form is filled out to report excise taxes for a late contribution to a retirement plan. It includes plan sponsor details, plan information, and tax payment information. The form is signed and dated for official submission.
Information used to fill out the document:
- Sponsor Name: XYZ Corp
- Sponsor Address: 456 Corporate Blvd, Business City, USA
- EIN: 98-7654321
- Plan Number: 001
- Plan Year Ending: 12/31/2024
- Date of Late Contribution: 06/15/2025
- Amount of Late Contribution: $50,000
- Tax Payment Due: $3,000
- Signature: Jane Smith
- Date: 07/10/2025
What this filled form sample shows:
- Accurate completion of plan sponsor information and plan identification fields
- Correct reporting of late contribution date and amount
- Proper calculation and recording of tax payment due
- Valid signature and submission date
Form specifications and details:
| Use Case: | Reporting excise taxes for late contributions to a retirement plan |
| Applicable Year: | 2025 |
| Plan Type: | Qualified Retirement Plan |
