[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304441-105":53,"doc-detail-304441-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","2025-data-required-for-your-retirement-plan-administration","2025 Data Required for Your Retirement Plan Administration","","LAR Pensions, LLC requests completion of a retirement plan administration worksheet covering 2025 record updates, contribution possibilities, and preparation for annual valuation and 5500 filing forms. The document details deadlines for census and asset submissions, contribution deposits, and filing/reporting timing, including rules for extensions and expedited Form 5558 service. It also collects employer and owner information, compensation from W-2/K-1/Schedule C, plan asset statements, deposits by type, defined benefit funding confirmations, distributions, and transaction logs.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/2025-data-required-for-your-retirement-plan-administration/304441/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/2025-data-required-for-your-retirement-plan-administration/304441.png","ImageObject",442,249,{"name":88,"@type":89},"Kyle","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-29","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information is required to update the 2025 retirement plan records?","Question",{"text":108,"@type":109},"Complete the worksheet with preferred contact details, business/tax form and EIN/NAICS, accountant and advisor contact information, census information listing owner(s) and 2025 gross compensation, plan assets by institution with 1/1/2025 and 12/31/2025 balances, and contribution deposit amounts by category. Additional details may be needed for DB funding confirmation, distributions, and transaction logs if applicable.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do extension filings work for the 2025 plan administration?",{"text":113,"@type":109},"If filing with extensions, submit the Plan's extension request Form 5558 for a $150 fee, which may be waived if deemed appropriate. The document also references funding deadline timing differences based on whether extensions are used.",{"name":115,"@type":106,"acceptedAnswer":116},"What are the key deadlines for the 2025 plan year administration?",{"text":117,"@type":109},"Census and asset information must be returned by January 31, 2026 for many plans, with other categories due by February 28, 2026 and March 31, 2026 as listed. Contribution deposit deadlines include January 9, 2026, March 16, 2026, March 31, 2026, April 15, 2026, September 15, 2026, and October 15, 2026, and filing/reporting deadlines are included to help avoid IRS penalties and interest.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304441,1790189222,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},3985741905716,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","LAR PENSIONS, LLC 37 NORTH AVENUE, SUITE 201  \nNORWALK, CT 06851  \nTEL: (203) 327-5275 FAX: (203) 964-1949  \nWWW.LARPENSIONS.COM  \nRe: Data Required for your Retirement Plan’s 2025 Administration  \nFile \\#  \nDear Valued Client:  \nPlease complete this brief worksheet so that we can update our records, inform you about your 2025 contribution possibilities, and prepare your annual valuation and 5500 filing forms.  \nIf you intend to file with extensions, we will file your Plan's extension request Form 5558 for a fee of $150.  \n\"I intend on filing my taxes by March 16th or April 15th and funding my Plan before August\"\"I would like extensions so that I can deposit my 2025 Plan Year Contributions after July 31st\"  \nSee last page for funding deadlines. The $150 is for the last-minute expedited service and may be waived if deemed appropriate  \n\n| Your Preferred Email:\u003Cbr>Preferred Phone \\#: |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |\n| Business Address: |  |  |  |  |  |\n| New Business Address? |  |  |  |  |  |\n|  |  |  |  |  |  |\n| Form of Business (Sole-P, LLC, etc.) |  |  |  |  |  |\n| Chosen Tax-Form (LLC, S-Corp, etc.) |  |  |  |  |  |\n| EIN (Employer Identification Number) |  |  |  |  |  |\n| 6-Digit NAICS (Reference List) |  |  |  |  |  |\n\nThe form of taxation above is especially important for LLC’s-we need to know which form you elect.  \nIf you have sold any part of your business, changed its name, or acquired a new business, you need to write to us about it. Finally, if the names listed below are incorrect or inactive please provide the correct contact information.  \n\n| Accountant Name: |  |  |\n| --- | --- | --- |\n| E-mail Address: |  |  |\n| Phone Number: |  |  |\n| Financial Advisor Name: |  |  |\n| E-mail Address: |  |  |\n| Phone Number: |  |  |\n\nYou may return all of the required information on these sheets to LAR Pensions, LLC via mail or fax to (203) 964-1949 or via e-mail to [lcariri@larpensions.com](lcariri@larpensions.com) and [arupprecht@larpensions.com](arupprecht@larpensions.com).  \nBest Regards,  \nAntonio Rupprecht Principal  \nCENSUS INFORMATION  \nPlease list the company’s owner(s) and their gross compensation for 2025, as per your W-2/K-1/Schedule C. If you do not know the exact amount yet but are sure it is over $400,000, you can enter $400,000 .  \nEmployed direct family (Parent/Spouse/Adult Children) are considered owners for retirement plan purposes. Please include their 2025 compensation and mark their relationship to the owner.  \nIf an owner received a W-2 from another employer, please provide us a copy. (Do not include it in Gross Comp)  \n\n| Name | %\u003Cbr>Owner | Sex Relation |  | Date of\u003Cbr>Birth | Date of\u003Cbr>Hire | Date of\u003Cbr>Term | Hours\u003Cbr>Worked | Gross Compensation |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- |\n|  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |\n\nIf you have any non-related staff that you believe worked more than 500 hours in 2025, include them above. They may be eligible to participate in the Plan, and to determine that we will need their Dates and Hours.  \nPLAN ASSETS AND CONTRIBUTIONS  \nPlease attach a 12/31/2025 annual year-end statement for each financial institution the Plan invests with.  \n\n| Description\u003Cbr>(4k/Roth/PS/DB) | Investment Firm\u003Cbr>& Account \\# | 1/1/2025\u003Cbr>Balance | 12/31/2025\u003Cbr>Balance |\n| --- | --- | --- | --- |\n|  |  |  |  |\n|  |  |  |  |\n\nIf your Plan invests in an Insurance Policy or Annuity, we will need a copy of the 12/31/2025 statement Also, please indicate the amount of premiums paid and HOW they were paid (from assets or by company check)  \n\n| Deposits Made... | 401(k) Deferral\u003Cbr>(Pre-Tax) | Roth 401(k)\u003Cbr>(After-Tax) | Safe Harbor | Profit Sharing |\n| --- | --- | --- | --- | --- |\n| In Calendar 2025 for 2024 Plan Year: |  |  |  |  |\n| In Calendar 2025 for 2025 Plan Year: |  |  |  |  |\n| In Calendar 2026 for 2025 Plan Year: |  |  |  |  |\n| Institution (or Account \\#) deposited at: | ","cbCaiu3RGRdtrOGY","https://ap.wps.com/l/cbCaiu3RGRdtrOGY","pdf",823769,"English","# Data required for 2025 retirement plan administration\n## Extension requests and expedited filing\n## Census information and owner compensation\n## Plan assets and contributions\n## Important 2025 administration deadlines","[{\"question\":\"What information is required to update the 2025 retirement plan records?\",\"answer\":\"Complete the worksheet with preferred contact details, business/tax form and EIN/NAICS, accountant and advisor contact information, census information listing owner(s) and 2025 gross compensation, plan assets by institution with 1/1/2025 and 12/31/2025 balances, and contribution deposit amounts by category. Additional details may be needed for DB funding confirmation, distributions, and transaction logs if applicable.\"},{\"question\":\"How do extension filings work for the 2025 plan administration?\",\"answer\":\"If filing with extensions, submit the Plan's extension request Form 5558 for a $150 fee, which may be waived if deemed appropriate. The document also references funding deadline timing differences based on whether extensions are used.\"},{\"question\":\"What are the key deadlines for the 2025 plan year administration?\",\"answer\":\"Census and asset information must be returned by January 31, 2026 for many plans, with other categories due by February 28, 2026 and March 31, 2026 as listed. Contribution deposit deadlines include January 9, 2026, March 16, 2026, March 31, 2026, April 15, 2026, September 15, 2026, and October 15, 2026, and filing/reporting deadlines are included to help avoid IRS penalties and interest.\"}]","2025 Data Required for Your Retirement Plan Administration | PDF",1789813325]