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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.
- Form PR
Form 5500; Delinquent Filer Voluntary Compliance Program...
- Form 5500 Search
This search tool allows you to search for Form 5500 series...
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The office answers inquiries from individuals and...
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2008 Form 5500. Data Dictionary. Beginning with the 2008...
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If you are required to file the Form 5500-EZ and file fewer...
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Approved Software Vendors. All Form 5500 Annual...
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You do not need to complete a filing in one session; you can...
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Private Pension Plan Bulletins (PPPB) Abstract of Form 5500...
- Form PR
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.
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.
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.
There are 3 types of Form 5500: Form 5500-EZ—for one-participant plans only; Form 5500-SF for plans with fewer than 100 participants; and Form 5500—for plans with 100 or more participants. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2).
Under the computerized ERISA Filing Acceptance System (EFAST2), you must electronically file your 2020 Form 5500. Your Form 5500 entries will be initially screened electronically. For more information, see the instructions for Electronic Filing Requirement and the EFAST2 website at www.efast.dol.gov. You cannot file a paper Form 5500 by mail or ...
Quick Reference Chart of Form 5500, Schedules and Attachments, gives a brief guide to the annual return/report requirements of the 2020 Form 5500. See also the “ Troubleshooters Guide to Filing the ERISA Annual Reports ” available on . www.dol.gov/ebsa, which is intended to help filers comply with the Form 5500 and Form 5500-SF
