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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.
1, 2024. The IRS has updated the information on its website to indicate that beginning Jan. 1, 2024, Form 5558, Application for Extension of Time to File Certain Employee Plan Returns and its instructions, can be filed electronically or on paper.
The IRS, Department of Labor, and Pension Benefit Guaranty Corporation developed the Form 5500-series returns for employee benefit plans to satisfy annual reporting requirements under ERISA and the Internal Revenue Code.
Go to the eFast search site: and search by Plan EIN (SCHHEIN), or ACKID. You can then download the full Form 5500 with attached audit from the results.
You can easily do this very simple tax filing yourself and save the money. There are two ways to file: by postal mail using IRS Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan to the IRS, or. electronically, by filing IRS Form 5500-SF.
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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.
Are Form 5500s filed in the past publicly-available? Yes. The public can view electronically-filed Form 5500s using the DOLs Form 5500/5500-SF Filing Search.

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