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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 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6057(b) and 6058(a) of the Internal Revenue Code. It includes identification information for the plan, sponsor details, and data about the plan\'s operation during the reporting period.

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What is form 5500?

Form 5500 is an annual report required by the Employee Retirement Income Security Act (ERISA) that provides information about employee benefit plans.

Who is required to file form 5500?

Employers with employee benefit plans, including pension and welfare plans, are generally required to file Form 5500.

How to fill out form 5500?

Form 5500 can be filled out electronically using the EFAST2 program, and it requires information about the plan's financial condition, investments, and operations.

What is the purpose of form 5500?

The purpose of Form 5500 is to ensure compliance with ERISA and to provide the government and the public with information about the plan's financial health and operations.

What information must be reported on form 5500?

Form 5500 requires reporting of plan assets, liabilities, income, expenses, and other relevant details such as plan benefits and funding status.

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