5500sf form 2012-2025

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  1. Click 'Get Form' to open IRS Form 5500-SF (2012) in the editor.
  2. Begin by entering your plan information in Section 1, including the plan name, number, and sponsor details. Ensure accuracy as this information is crucial for identification.
  3. In Section 2, provide details about the plan's financial condition. Fill out the assets and liabilities accurately to reflect the plan's status.
  4. Complete Section 3 by detailing participant counts and contributions. This section helps in understanding the plan's demographics and funding.
  5. Review all sections for completeness. Once satisfied, you can print, download, or share your completed form directly from our platform.

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This document is about the Form 5500-SF, which is the Annual Return/Report of Small Employee Benefit Plan. It is used to report financial and other information about employee benefit plans as required by the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code.
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).
The employer maintaining the plan or the plan administrator of a pension or welfare benefit plan covered by the (Employee Retirement Income Security Act) ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.
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.
First, check with the third-party administrator (TPA) or your investment provider for your plan as this will be the easiest option. Otherwise, you can obtain IRS Form 5500 for the prior year at the DOL website. The DOL search engine identifies Form 5500 and 5500-SF filings received by EFAST2.

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Form 5500 is an annual filing required by the IRS and Department of Labor (DOL). It reports important information about your 401(k) planthings like assets, participant count, fees, investments, and plan compliance with federal laws like ERISA.

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