5500 filing search-2025

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2018 4.8 Satisfied (80 Votes)
2012 4.4 Satisfied (359 Votes)
2011 4 Satisfied (24 Votes)
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Yes. The public can view electronically-filed Form 5500s using the DOLs Form 5500/5500-SF Filing Search.
Form 5500 Search Help To generalize your search, use an asterisk (*) in the name search terms. Begin a word or phrase with a hyphen (-) to avoid getting results containing the word or phrase. To find an exact phrase, put your search term in double quotes.
The Form 5500 Series is part of ERISAs overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in ance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient
Information filed on Form 5500-EZ is required to be made available to the public. However, the information for a one-participant plan or a foreign plan, whether filed electronically with EFAST2 or filed on paper, will not be published on the internet.
Employers are required to file Form 5500 with the Department of Labor (DOL) when their plan has 100 or more employee participants at the beginning of a plan year and when their plan is funded through a trust, regardless of the number of participants.
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People also ask

The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare benefit plans. The datasets below contain structured data from Form 5500 and Form 5500-SF forms and schedules filed annually.
Any person (not just the transmitter or signer) can see if a Form 5500 Series filing has been received by calling the EFAST2 Help Line at 1-866-GO-EFAST (1-866-463-3278).

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