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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).
Under ERISA, a Form 5500 is required on behalf of any welfare benefit plan that: Has 100 or more participants as of the beginning of the plan year. Is funded through a trust, regardless of participant count.
Calling 800-908-9946; or. Completing and sending either Form 4506-T or Form 4506T-EZ to the IRS. You can also use Form 4506-T to request other tax records such as tax account transcript, record of account, wage and income, and verification of non-filing.
Form 5500 is an annual report containing information about retirement plans, as well as health and welfare plans, provided by employers. Employers must file with the IRS and the Department of Labor. A 5500 filing includes IRS Form 5500, as well as supporting schedules and documents.
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Under ERISA, a Form 5500 is required on behalf of any welfare benefit plan that: Has 100 or more participants as of the beginning of the plan year. Is funded through a trust, regardless of participant count.
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.
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.
In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets. Which version of Form 5500 you complete will depend on the size of your business and the structure of your retirement plan.
File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.

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