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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. This document provides the detailed instructions for completing the 2009 Form 5500 Annual Return/Report of Employee Benefit Plan. 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.

  3. 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.

  4. 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.

  5. Every foreign plan that is required to file an annual return for 2009 must instead file paper Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan. Form 5500-EZ for 2009 will not be filed through the computerized ERISA Filing Acceptance System (EFAST).

  6. 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. the last day of the seventh month after the plan year ends (July 31 for a calendar year plan). : request on Form 5558.

  7. 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.

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