Mega Backdoor Roth Shown on Form 5500

[metsfan026]

This is the first year that we have plans utilizing the option to make a Mega Backdoor Roth, so I want to make sure we're displaying the mega backdoor roth accurately.  Is the money put in just lumped in as an employee deferral?

Thanks in advance!

[Bri]

I think you would initially label it as after-tax, before the Roth conversion

[Paul I]

The term "Roth" does not appear anywhere in the Form 5500 instructions.

The instructions for completing the Schedule H/I ask only for "participant contributions".  This term also is used elsewhere and includes both employee deferrals and employee contributions.

The classifications of Roth, pre-tax, voluntary after-tax or any other types employee contributions are not relevant for reporting on the 5500.