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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.
This tool determines which form type and form year should be used when filing a Form 5500, 5500-SF, or 5500-EZ return/report. To find out who must file or to find detailed instructions specific to your plan's filing requirements, review the filing instructions.
8 mar 2023 · In general, you must file a Form 5500 if your welfare benefit plan has 100 participants or more at the beginning of the plan year, or the plan holds assets in a trust. Welfare benefit plans that must file a Form 5500 may include (but are not limited to): Medical. Dental. Vision.
19 sie 2021 · A flexible spending account (FSA) allows you to save for uncovered medical expenses tax-free, but do you have to file IRS Form 5500 on an FSA? If you are an employer who offers an FSA as a part of your benefits package, you might have to file a Form 5500 by the required date.
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.
The benefit plan(s) that meet the reporting threshold, are each required to file a Form 5500 report. If an employer uses an ERISA Wrap Document to combine the benefits into one single plan, then they only need
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.
