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Beginning January 1, 2021, you can file the Form 5500-EZ electronically through EFAST2; you can no longer use the Form 5500-SF to electronically file “one-participant” plan and foreign plan annual returns.
- Form PR
Form 5500; Delinquent Filer Voluntary Compliance Program...
- Form 5500 Search
Posting on the web does not constitute acceptance of the...
- Information Letters
The office answers inquiries from individuals and...
- Form 5500 Datasets
2008 Form 5500. Data Dictionary. Beginning with the 2008...
- Form 5500 Version Selection Tool
This tool determines which form type and form year should be...
- Software
Approved Software Vendors. All Form 5500 Annual...
- Ifile
You do not need to complete a filing in one session; you can...
- Publications
Form 5500; Delinquent Filer Voluntary Compliance Program...
- Form PR
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.
Instructions for Form 5500 Annual Return/Report of Employee Benefit Plan. This document provides detailed instructions for completing the Form 5500 Annual Return/Report of Employee Benefit Plan. It covers who must file, when to file, electronic filing requirements, schedules and attachments, line-by-line instructions, and other compliance ...
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.
20 sie 2024 · Retirement plans must file certain forms and reports with the IRS and the Department of Labor and send out notices to plan participants and certain others. Different reporting and disclosure requirements apply depending on the type of plan and the plan’s circumstances.
19 lip 2023 · 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).
All Form 5500 and 5500-SFs must be completed and filed electronically using EFAST2-approved third-party software or using this website’s IFILE tool. The Form 5500 Series Quick Start Guide provides an overview of how to file the Form 5500 or 5500-SF.