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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 benefit plan, details about plan sponsors, and information related to plan funding and insurance.
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What is form 5500?
Form 5500 is a series of annual reports mandated by the Employee Retirement Income Security Act (ERISA) that employee benefit plans must file with the U.S. Department of Labor, providing information about the plan's financial condition, investments, and operations.
Who is required to file form 5500?
Generally, employee benefit plans with 100 or more participants, as well as certain smaller plans and other specific types of plans like pension and welfare plans, are required to file Form 5500.
How to fill out form 5500?
To fill out Form 5500, gather necessary plan information including plan details, financial data, and participant information, then complete the form according to the instructions provided by the Department of Labor's website and file it electronically using the EFAST2 system.
What is the purpose of form 5500?
The purpose of Form 5500 is to provide the federal government and the public with essential information about employee benefit plans, helping to ensure compliance with ERISA regulations and facilitate the monitoring of these plans.
What information must be reported on form 5500?
Form 5500 requires reporting details such as the plan's basic information, financial statements, investment information, compliance with various regulations, and details about participants including their numbers and benefits.
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