Get the free FORM 10−K

Annual report which provides a comprehensive overview of the company for the past year, including business segments, financial data, management discussions, and risk factors.

How to fill out form 10k

How to fill out FORM 10−K

1. Gather Financial Statements: Collect your company's income statement, balance sheet, and cash flow statement.
2. Prepare Management's Discussion and Analysis (MD&A): Write a narrative that provides an overview of the company's financial results and highlights any significant trends.
3. Complete Business Overview: Describe your business, including the industry, products or services offered, and the market position.
4. Fill Out Risk Factors: Identify and describe the risks that could affect your business operations or financial results.
5. Complete Management and Governance Information: Provide details about your executive team, board of directors, and governance structures.
6. Compile Financial Notes: Include notes to financial statements explaining the accounting policies, significant estimates, and other relevant details.
7. Fill Out Legal Proceedings: Disclose any legal issues or lawsuits that the company is involved in.
8. Review and File: Thoroughly review the form for accuracy before filing it electronically with the SEC.

Who needs FORM 10−K?

1. Publicly traded companies in the U.S. are required to file FORM 10-K to provide a comprehensive overview of their financial performance to investors and regulatory bodies.

People Also Ask about

Is Form 10-K same as annual report?

Form 10-K is generally more detailed than the annual report, while an annual report is a user-friendly, promotional publication that often includes graphics and photos. The 10-K and the annual report may be the same document if a company provides its 10-K to shareholders instead of creating a separate report.

What is the purpose of the Form 10-Q?

The Form 10-Q includes unaudited financial statements and provides a continuing view of the company's financial position during the year. The report must be filed for each of the first three fiscal quarters of the company's fiscal year.

What is the difference between a Form 10-K and a Form 10-Q?

While 10K reports are due annually and must include audited financial statements, 10Q reports are due quarterly, three times a year, and include unaudited financial statements.

Are both the 10-K and 10-Q filings audited?

Form 10-Q is not an audited statement, unlike the annual Form 10-K that companies are also required to file.

Who must file Form 10-K?

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.

Is a 10-Q the same as a 10-K?

10Q filings are quarterly reports of a public company's financials and operations over the period. A 10Q is like a 10K but significantly less exhaustive. The 10Q is broken into two distinct sections. Part 1 covers financial information during the period.

How do I get a 10K form?

To find a particular company's Form 10-K filings, use the Company Search for the SEC's EDGAR database.

For pdfFiller’s FAQs

What is FORM 10−K?

FORM 10−K is an annual report that publicly traded companies in the United States are required to file with the Securities and Exchange Commission (SEC). It provides a comprehensive overview of the company's financial performance and other important information.

Who is required to file FORM 10−K?

All publicly traded companies in the U.S. that are registered under the Securities Exchange Act of 1934 are required to file FORM 10−K annually with the SEC.

How to fill out FORM 10−K?

To fill out FORM 10−K, companies must complete various sections including business overview, risk factors, selected financial data, management's discussion and analysis, financial statements, and additional disclosures as required by the SEC.

What is the purpose of FORM 10−K?

The purpose of FORM 10−K is to provide shareholders and prospective investors with detailed information about a company's financial results, risks, business operations, and management strategies, allowing them to make informed investment decisions.

What information must be reported on FORM 10−K?

FORM 10−K must report information including the company's business description, financial statements, management discussion and analysis of financial condition and results, risk factors, executive compensation, and any legal proceedings.