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What is a Form 5500 filed for?

The annual report for employee benefit plans that is filed under the Employee Retirement Income Security Act of 1974 (ERISA) and Internal Revenue Code (Code). Form 5500 and its accompanying schedules (as applicable) provide information to the government about a plans financial condition, investments, and operations.

How do I access 5500?

Form 5500/5500-SF Data Sets from the DOL EFAST2 Website 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.

Can I file my own Form 5500?

Under EFAST2, you must electronically file the 2022 Forms 5500 and 5500-SF using EFAST2s web-based filing system or you may file through an EFAST2-approved vendor. The 2022 Form 5500-EZ can also be electronically filed using the EFAST2 filing system or filed on paper with the IRS.

What is the difference between Form 5500 and 5500-SF?

Form 5500 is generally used for an EBP that contains at least 100 participants. Form 5500-SF is generally used for organizations with less than 100 participants in their EBP. Form 5500-EZ is used for EBPs that are maintained from outside the U.S. or for owner-only plans.

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.

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