File your Form 5500 series with ease. Access resources and official guidance for plan reporting and compliance.

Filing tips, notices, updates of filing requirements, and other helpful material to assist you in preparing your Form 5500 (Form 5500-EZ).

What is Form 5500? The Form 5500 Series is documentation designed to satisfy the annual reporting requirements under Title I and Title IV of The Employee Retirement Income Security …

This form is required to be filed for employee benefit plans under sections 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6057(b) and 6058(a) …

2024年6月4日 · This guide explains everything you need to know about Form 5500, including what it is, why you need to file it, the documents you’ll need to prepare and common errors you …

The section What To File summarizes what information must be reported for different types of plans and arrangements. The Quick Reference Chart of Form 5500, Schedules and …

2025年3月21日 · The Form 5500 is an annual report filed with the U.S. Department of Labor that provides financial, investment, and operational details about a 401 (k) plan. It satisfies annual …

To avoid delays, use the most current version of the form. The freely available Adobe Acrobat Reader software is required to view, print and search the items listed below.

2024年10月31日 · Form 5500 is filed with the DOL and contains information about a 401 (k) plan's financial condition, plan qualifications, and operation. The form aims to provide the IRS and DOL with information about the plan's operation and compliance with government regulations.

2025年1月6日 · The annual reporting obligation is generally satisfied by preparing and submitting the Form 5500 Annual Return/Report of Employee Benefit Plan, including any required …