Filing tips, notices, updates of filing requirements, and other helpful material to assist you in preparing your Form 5500 (Form 5500-EZ).

This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Posting on the web does not constitute acceptance of the filing by the U.S. Department …

What is Form 5500? The Form 5500 Series is documentation designed to satisfy the annual reporting requirements under Title I and Title IV of The Employee Retirement Income Security …

Browse our guides and FAQs to help understand requirements of form 5500 with a defined contribution or defined benefit plan.

File your Form 5500 series with ease. Access resources and official guidance for plan reporting and compliance.

This form is required to be filed for employee benefit plans under sections 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6057(b) and 6058(a) …

Oct 31, 2024 · Form 5500 is filed with the DOL and contains information about a 401 (k) plan's financial condition, plan qualifications, and operation. The form aims to provide the IRS and …

Jun 4, 2024 · Form 5500 is a report detailing a company’s employee benefits. Employers are required to file it each year to lay out benefits, including self-funded plans, retirement plans …

Mar 21, 2025 · The Form 5500 is an annual report filed with the U.S. Department of Labor that provides financial, investment, and operational details about a 401 (k) plan. It satisfies annual …

Aug 26, 2025 · Filing tips & updates, notices, and other helpful materials to assist you in preparing your Form 5500 (5500-EZ) return. Filing tips to assist you in preparing your Form 5330 return. …