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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.
Electronic Filing of Form 5500 Form 5500 and the related schedules can be filed by magnetic media (magnetic tapes, floppy diskettes) or electronically. If the plan administrator files the return/report electronically or on magnetic media, he or she must also file Form 8453-E, Employee Benefit Plan Declaration and Signature for Electronic/Magnetic
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.
The 2009 Forms 5500 and 5500-SF must be filed electronically. Go online to www.efast.dol.gov to: • Obtain signer and transmitter credentials. • View Form 5500 and 5500-SF instructions. • Fill out the Form 5500 or Form 5500-SF and any required schedules. (You may also use approved software to fill out and submit your filings.)
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.
General Instructions. The Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan, is a simplified annual reporting form for use by certain small pension and welfare benefit plans. To be eligible to use Form 5500-SF, the plan must:
19 lip 2023 · What Is Form 5500? Form 5500 is a government-mandated annual report that must be filed by certain employee benefit plans, including pension plans, health plans, and welfare plans, with the Department of Labor (DOL) under the Employee Retirement Income Security Act (ERISA).
