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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.
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 required schedules and attachments must be completed and filed electronically using EFAST2-approved third-party software or using IFILE.
There are 3 types of Form 5500: Form 5500-EZ\u2014for one-participant plans only; Form 5500-SF for plans with fewer than 100 participants; and Form 5500\u2014for 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.
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.
To search for a specific plan filing start by going to https://www.efast.dol.gov/portal/app/disseminate. From there you can search based on plan name, sponsor name, plan administrator, filing ID, acknowledgment ID, EIN (Employer Identification Number), and PN (Plan Number).
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This form is designed to disclose certain plan-related information to the Federal government and plan participants. There are three versions of the Form 5500, each with different filing requirements. In general, the largest 401(k) plans have the most detailed - and costly \u2013 Form 5500 filing requirements.
The IRS Form 5500 is an annual report, filed with the U.S. Department of Labor (DOL) that contains information about a 401(k) plan's financial condition, investments, and operation.
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 required schedules and attachments must be completed and filed electronically using EFAST2-approved third-party software or using IFILE.
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).
Instructions for Downloading. ... Go to www.efast.dol.gov. ... On the Form 5500/5500-SF Filing Search page, click the \u201celectronic FOIA webpage\u201d link in the third paragraph.

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