This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Posting on the web does not constitute acceptance of the filing by the U.S. Department of Labor, the …

Filing tips, notices, updates of filing requirements, and other helpful material to assist you in preparing your Form 5500 (Form 5500-EZ).

What is Form 5500? The Form 5500 Series is documentation designed to satisfy the annual reporting requirements under Title I and Title IV of The Employee Retirement Income Security Act (ERISA) …

Browse our guides and FAQs to help understand requirements of form 5500 with a defined contribution or defined benefit plan.

File your Form 5500 series with ease. Access resources and official guidance for plan reporting and compliance.

Jun 4, 2024 · Form 5500 is a report detailing a company’s employee benefits. Employers are required to file it each year to lay out benefits, including self-funded plans, retirement plans and welfare benefit...

Oct 31, 2024 · Form 5500 is filed with the DOL and contains information about a 401 (k) plan's financial condition, plan qualifications, and operation. The form aims to provide the IRS and DOL with …

Aug 26, 2025 · Filing tips & updates, notices, and other helpful materials to assist you in preparing your Form 5500 (5500-EZ) return. Filing tips to assist you in preparing your Form 5330 return. To avoid …

Jan 1, 2025 · Welcome This Government website lets you file, find, and learn about Forms 5500 Series (5500, 5500-SF, and 5500-EZ) Annual Returns/Reports, Form 5558, and Form PR Pooled Plan …

Dec 29, 2025 · Form 5500 is used to report the financial condition and operations of your 401 (k) plan. It helps the IRS and DOL monitor compliance with ERISA and tax rules, ensuring that retirement plans …