Get the free Form 5500

Name: Fillable Online Annual Return/report of Employee Benefit Plan Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.9 (44 reviews)

Get Form

Show details

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

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 5500

Edit your form 5500 form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your form 5500 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 5500 online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Follow the steps below to benefit from the PDF editor's expertise:

1

Check your account. If you don't have a profile yet, click Start Free Trial and sign up for one.

2

Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.

3

Edit form 5500. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.

4

Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.

pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out form 5500

01

Gather necessary information: Include details about the plan sponsor, plan participants, and plan type.

02

Access the correct version of Form 5500: Make sure to use the version applicable for the reporting year.

03

Complete the general information section: Fill in the plan's basic information, including plan name, sponsor name, and EIN.

04

Detail plan financial information: Include assets, liabilities, and any investment income.

05

Provide information on plan participants: List the number of participants and their demographic details.

06

Answer compliance questions: Respond to questions related to plan operations and compliance with ERISA regulations.

07

Review and double-check: Ensure all sections are accurately filled out and consistent.

08

File the form: Submit electronically via the EFAST system by the deadline.

Who needs form 5500?

01

Employers who sponsor retirement plans such as 401(k) plans.

02

Plan administrators responsible for ensuring compliance with ERISA.

03

Organizations that maintain employee benefit plans, including health and welfare plans.

Fill form : Try Risk Free

Rate the form

4.9

Satisfied

44 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Can I create an eSignature for the form 5500 in Gmail?

When you use pdfFiller's add-on for Gmail, you can add or type a signature. You can also draw a signature. pdfFiller lets you eSign your form 5500 and other documents right from your email. In order to keep signed documents and your own signatures, you need to sign up for an account.

Can I edit form 5500 on an iOS device?

Create, modify, and share form 5500 using the pdfFiller iOS app. Easy to install from the Apple Store. You may sign up for a free trial and then purchase a membership.

How do I complete form 5500 on an iOS device?

Install the pdfFiller app on your iOS device to fill out papers. Create an account or log in if you already have one. After registering, upload your form 5500. You may now use pdfFiller's advanced features like adding fillable fields and eSigning documents from any device, anywhere.

What is form 5500?

Form 5500 is an annual report required to be filed with the U.S. Department of Labor by employee benefit plans to provide information about the plan's financial condition, investments, and operations.

Who is required to file form 5500?

Plan administrators of pension and welfare benefit plans that meet certain criteria, including having 100 or more participants, are generally required to file Form 5500.

How to fill out form 5500?

Form 5500 can be filled out online using the EFAST2 electronic filing system. Additionally, plan administrators must gather relevant financial information and data about the plan's operations, and follow the specific instructions provided for each section of the form.

What is the purpose of form 5500?

The purpose of Form 5500 is to provide the federal government and the public with information about the operation and financial condition of employee benefit plans, ensuring compliance with applicable laws and regulations.

What information must be reported on form 5500?

Information reported on Form 5500 includes plan identification details, financial statements, schedules of assets, information about plan sponsors and administrators, participant counts, and compliance with regulatory requirements.

Fill out your form 5500 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now