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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. Due date: the last day of the seventh month after the plan year ends (July 31 for a calendar year plan).
Where can I download Form 5500?
1. Go to .efast.dol.gov. 2. On the EFAST2 Filing Welcome page, click the Form 5500/5500-SF Search link in the upper left-hand corner.
Are Forms 5500 public?
Yes. The public can view electronically-filed Form 5500s using the DOLs Form 5500/5500-SF Filing Search.
Do all employers have to file a Form 5500?
Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets. Form 5500 Series reporting may also be required for certain employer-sponsored health and welfare plans, including medical, dental, life insurance and disability benefits.
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All Form 5500 Annual Returns/Reports of Employee Benefit Plan and all Form 5500-SF Short Form Annual Returns/Reports of Small Employee Benefit Plan and any
The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare
Reporting and Disclosure Guide for Employee Benefit Plans
A quick reference chart for the 2016 Form 5500 immediately follows this section and describes the basic Form 5500 filing requirements for small plans, large
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