Get the free Form 10-K

Annual report which provides a comprehensive overview of the company for the past year.

How to fill out form 10-k

How to fill out Form 10-K

1. Gather financial statements for the fiscal year.
2. Prepare a cover page with basic company information.
3. Complete the business overview section, describing the company's operations.
4. Detail the risk factors faced by the company.
5. Discuss the management's discussion and analysis (MD&A) of financial condition and results.
6. Provide quantitative and qualitative disclosures about market risk.
7. Include the financial statements and notes.
8. Complete auditor's report section (if applicable).
9. Fill out other regulatory and compliance information required.
10. Review and amend the form for accuracy and completeness.
11. Submit the Form 10-K to the SEC by the required deadline.

Who needs Form 10-K?

1. Publicly traded companies in the U.S. as part of their annual reporting requirements.
2. Investors seeking detailed information on company financials and operations.
3. Analysts assessing company performance and risk.
4. Regulatory authorities for compliance monitoring.
5. Researchers and academics studying the market and corporate behaviors.

People Also Ask about

Who is required to file Form 10-K?

Some companies will even use their 10-K as their annual report to shareholders. It's also important to remember 10-Ks are written by the companies. While the SEC monitors the filings, they don't come from a completely objective, outside perspective.

What is Form 10-K used for?

What is a 10-K form? Every publicly traded company is required to file financial reports with the Securities and Exchange Commission, or the SEC. The SEC Form 10-K offers a comprehensive snapshot of the company's financial health throughout the year, almost like an annual report for the business numbers.

What is the Form 10-K?

Schedules” requires a list of the financial statements and exhibits included as part of the Form 10-K. Many exhibits are required, including documents such as the company's bylaws, copies of its material contracts, and a list of the company's subsidiaries.

For pdfFiller’s FAQs

What is Form 10-K?

Form 10-K is an annual report required by the U.S. Securities and Exchange Commission (SEC) that provides a comprehensive overview of a company's financial performance. It includes detailed information about a company's business operations, financial condition, and audited financial statements.

Who is required to file Form 10-K?

Publicly traded companies in the United States are required to file Form 10-K. This includes companies that have securities traded on a national exchange or are otherwise subject to SEC reporting requirements.

How to fill out Form 10-K?

To fill out Form 10-K, companies must provide specific information in various sections, including a business overview, financial data, management's discussion and analysis (MD&A), audited financial statements, and disclosures about risk factors. Companies typically use guidelines set by the SEC and follow a standard format for reporting.

What is the purpose of Form 10-K?

The purpose of Form 10-K is to provide investors and stakeholders with a detailed, accurate, and comprehensive report on a company's financial performance and position, allowing them to make informed investment decisions.

What information must be reported on Form 10-K?

Form 10-K must include information such as the company's business description, financial statements (including the balance sheet, income statement, and cash flow statement), management's discussion and analysis (MD&A), risk factors, executive compensation, and a section on legal proceedings.