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Name: Fillable Online Annual Return/report of Employee Benefit Plan Fax Email Print - pdfFiller
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This form is required to be filed for employee benefit plans under sections of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. It includes detailed financial information about the plan, including asset valuations, income, expenses, and compliance with applicable laws.

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How to fill out form 5500

01

Obtain the form 5500 from the Department of Labor's website or your plan administrator.

02

Fill out the basic information, including the plan's name, sponsor, and employer identification number (EIN).

03

Provide details about the plan, including the type of plan (e.g., pension, health, etc.) and its year-end date.

04

Complete the financial information section, which may require financial statements and schedules.

05

Answer questions related to compliance and fund information as required.

06

Sign and date the form, certifying that the information is complete and accurate.

07

Submit the completed form electronically through the DOL's EFAST2 system by the due date.

Who needs form 5500?

01

Employee benefit plans defined under the Employee Retirement Income Security Act (ERISA).

02

Plan sponsors of pension plans, welfare benefit plans, and certain other types of employee benefit plans.

03

Employers who offer retirement benefits, health insurance, and other welfare benefit plans to their employees.

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What is form 5500?

Form 5500 is a report that employee benefit plans must file with the U.S. Department of Labor, which provides information about the plan's financial conditions, investments, and operations.

Who is required to file form 5500?

Employers who sponsor employee benefit plans, including pension plans and welfare benefit plans, are required to file Form 5500, unless the plan is exempt.

How to fill out form 5500?

To fill out Form 5500, employers must provide information pertaining to the plan's financial conditions, including assets, liabilities, income, and expenses, and submit it electronically through the ERISA Filing Acceptance System (EFAST).

What is the purpose of form 5500?

The purpose of Form 5500 is to ensure compliance with the Employee Retirement Income Security Act (ERISA) and to provide government agencies with information about the operation and funding of employee benefit plans.

What information must be reported on form 5500?

Form 5500 requires reporting on plan assets, liabilities, income, expenses, the number of participants, and other relevant information about the plan's operations.

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