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  1. This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Posting on the web does not constitute acceptance of the filing by the U.S. Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service.

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      Accordingly, a 5500 Search result may include an asterisked...

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    • About EFAST2

      About The ERISA Filing Acceptance System II (EFAST2) EFAST2...

  2. 1 sty 2024 · This Government website lets you file, find, and learn about Forms 5500 Series (5500, 5500-SF, and 5500-EZ) Annual Returns/Reports, Form 5558, and Form PR Pooled Plan Provider Registrations.

  3. This technical appendix describes the logic and data underlying the burden model used for estimating the impact of the final Plan Year 2009 revisions of the Form 5500 and associated schedules.

  4. This document contains the detailed instructions for completing the Form 5500 Annual Return/Report of Employee Benefit Plan. It covers who must file, what to file, when to file, how to file electronically, the specific line-by-line instructions for each part of the form, and instructions for completing the various schedules that must be attached.

  5. The Form 5500 Series is an important compliance, research, and disclosure tool for the Department of Labor, a disclosure document for plan participants and beneficiaries, and a source of information and data for use by other Federal agencies, Congress, and the private sector in assessing employee benefit, tax, and economic trends and policies.

  6. 4 cze 2024 · Form 5500 is a report detailing a company’s employee benefits, assuring the IRS that you are managing them according to prescribed regulations.

  7. The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Must file electronically through EFAST2.

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