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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.
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.
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan. This form is required to be filed under section 6058(a) of the Internal Revenue Code. Certain foreign retirement plans are also required to file this form (see instructions).
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.
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).
The 2009 Forms 5500 and 5500-SF must be filed electronically. Go online to www.efast.dol.gov to: • Obtain signer and transmitter credentials. • View Form 5500 and 5500-SF instructions. • Fill out the Form 5500 or Form 5500-SF and any required schedules. (You may also use approved software to fill out and submit your filings.)
Documentation of the 2009 Form 5500 Model . 1. Overview . 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. After a general description of the process, detailed material is
