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It covers who must file, when to file, electronic filing requirements, what to file (including the various schedules), and line-by-line instructions for filling out the Form 5500 and its associated schedules.
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.
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.
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.
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.
Prior year filings generally must be completed using the EFAST2 system on or after January 1, 2010. This means that you will use the most current year's Form 5500 for years prior to 2009. For the 2022 return/reports, the prior year filings, including 2009-2019, must be placed on the 2022 Forms, with the exception of the Schedule MB, R and SB.
Filers who wish to participate in the DFVC Program for plan years prior to 2020 must use the 2022 version of Form 5500 or, if applicable, Form 5500-SF. Use the Form 5500 Version Selection Tool available at www.efast.dol.gov for further information. Change in Plan Year Return to top
