Blank form 5500 sf-2025

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The document is the Form 5500-SF, a short form annual return/report for small employee benefit plans, required by the Department of the Treasury and the Internal Revenue Service. It captures essential information about the plan's financial status, including income, expenses, and participant details. The form is used for various types of plans such as single-employer and multiple-employer plans, and includes sections for compliance questions and plan characteristics.

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Who is required to file 5500-sf?

All pension benefit plans and welfare benefit plans covered by ERISA must file a Form 5500 or Form 5500-SF for a plan year unless they are eligible for a filing exemption. (See Code sections 6058 and 6059 and ERISA sections 104 and 4065).

Is form 5500 public?

As you saw, the 5500-EZ instructions say Section 6104(b) makes the information contained in this form publicly available. Therefore, the information will be given to anyone who asks for it The referenced code section says the same thing, just with more verbiage.

How do I file form 5500-sf?

You may file your 2024 Form 5500-SF online using EFAST2s web- based filing system or you may file through an EFAST2- approved vendor. Detailed information on electronic filing is available at .efast.dol.gov. For telephone assistance, call the EFAST2 Help Desk at 1-866-GO- EFAST (1-866-463-3278).

Can I file form 5500 myself?

You can use EFAST2 Internet Filing (IFILE), which is a free Internet-based filing tool designed for individual filers and service providers who choose to not use value-added, EFAST2-approved third party software to complete their Form 5500/Form 5500-SF filings.

What is the difference between form 5500 and 5500-sf?

There are 3 types of Form 5500: Form 5500-EZfor one-participant plans only; Form 5500-SF for plans with fewer than 100 participants; and Form 5500for plans with 100 or more participants. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2)Opens in a new window.

Can you switch from 5500-sf to 5500-ez?

You can no longer use Form 5500-SF in place of Form 5500-EZ. Certain foreign plans maintained outside the U.S. by a domestic employer or a foreign employer primarily for the benefit of nonresident aliens must file Form 5500-EZ rather than Form 5500.

Are you filing a form 5500-EZ 5500-SF as a 1 participant plan?

You will file the Form 5500-EZ if your plan: Is a one-participant 401(k) plan. A one-participant plan is a plan that covers only: An owner who owns the entire business and their spouse. One or more partners in a business partnership and their spouses.

Blank form 5500 sf-2025

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