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Part III Financial Information 7 Plan Assets and Liabilities a Total plan assets. b Total plan liabilities. c Net plan assets subtract line 7b from line 7a. 8 Income Expenses and Transfers for this Plan Year a Contributions received or receivable from c d 1b 4c 5a 5b SA 6a PL 3a Plan administrator s name and address if same as plan sponsor enter Same ABCDEFGHI 123456789 ABCDEFGHI ABCDEFGHI ABCDE123456789 ABCDEFGHI ABCDEFGHI A 4 If the name and/o.

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All pension benefit plans and welfare benefit plans covered by ERISA must file a Form 5500 or Form 5500-SF for a plan year unless they are eligible for a filing exemption.

Go to .efast.dol.gov. 2. On the EFAST2 Filing – Welcome page, click the “Form 5500/5500-SF Search” link in the upper left-hand corner.

There are three main types that are used: Form 5500 is generally used for an EBP that contains at least 100 participants. Form 5500-SF is generally used for organizations with less than 100 participants in their EBP. Form 5500-EZ is used for EBPs that are maintained from outside the U.S. or for owner-only plans.

Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets.

The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000.

Retirement plans covering only a business owner (and, potentially, a spouse) are usually exempt from filing Form 5500. However, if there are eligible employees improperly excluded from the plan, then the form must be filed.

Compared to the Form 5500, Forms 5500-SF and EZ have summarized financial information sections and no additional schedules to attach. If you're a Guideline plan sponsor, we will determine the appropriate form that needs to be filed and complete the filing process for your plan.

EFAST2 Filing System Under EFAST2, you must electronically file the 2022 Forms 5500 and 5500-SF using EFAST2's web-based filing system or you may file through an EFAST2-approved vendor. The 2022 Form 5500-EZ can also be electronically filed using the EFAST2 filing system or filed on paper with the IRS.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232