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A Public Service Agency STATEMENT OF FACTS Complete the appropriate section(s) in full (including vehicle description) and sign Section H. LICENSE PLATE/CF NUMBER A. VEHICLE/VESSEL ID NUMBER YEAR/MAKE
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ER Only or Title refers to the ERISA Title-Only filing, which is a simplified version of the Form 5500 that certain retirement plans can use to satisfy reporting requirements.
Retirement plans that qualify for ER Only or Title filing under specific criteria set by the Department of Labor.
ER Only or Title can be filled out electronically through the EFAST2 system or through paper filing using the Form 5500-SF.
The purpose of ER Only or Title filing is to provide summary information about the retirement plan's assets and participants without the detailed financial information required in a full Form 5500.
ER Only or Title requires basic plan information, such as the plan name, employer identification number, plan year, participant count, and summary of assets.
The deadline to file ER Only or Title in 2023 is the last day of the 7th month following the end of the plan year.
The penalty for filing ER Only or Title late is $25 per day, up to a maximum of $15,000.
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