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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.
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What is form 5500?
Form 5500 is a report that employee benefit plans must file with the federal government to provide information about the plan's financial condition, investments, and operations.
Who is required to file form 5500?
Employers who sponsor employee benefit plans, such as pension and health plans, are required to file Form 5500 if the plan covers 100 or more participants or is a multi-employer plan.
How to fill out form 5500?
To fill out Form 5500, you will need to gather information about the plan, including financial statements, participant counts, and plan descriptions. The form can be completed online through the EFAST2 system or on paper, depending on your preference.
What is the purpose of form 5500?
The purpose of Form 5500 is to ensure compliance with ERISA and tax laws, provide transparency to participants and beneficiaries, and collect data for the Department of Labor and the IRS.
What information must be reported on form 5500?
Form 5500 requires reporting on plan information including plan sponsor details, financial statements, actuarial information, and schedules that provide additional details about the plan's assets and operations.
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