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ERISA Filing Acceptance System Remember To File Your 2009 Form 5500, 5500-SF, or 5500-EZ For more information and tips about filing Forms 5500 or 5500-SF, go to http://www.efast.dol.gov and for Form.

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There are 3 types of Form 5500: Form 5500-EZ for one-participant plans only; Form 5500-SF for plans with fewer than 100 participants; and Form 5500 for plans with 100 or more participants.

The Form 5500-SF, Short Form Annual Return/Report of. Small Employee Benefit Plan, is a simplified annual. reporting form for use by certain small pension and. welfare benefit plans.

You may file your 2016 Form 5500-SF online using EFAST2's web-based filing system or you may file through an EFAST2-approved vendor. Detailed information on electronic filing is available at www.efast.dol.gov. For telephone assistance, call the EFAST2 Help Line at 1-866-GO-EFAST (1-866-463- 3278).

Form 5500-SF Most small business retirement plans with fewer than 100 participants may complete and file Form 5500-SF electronically. Form 5500 Form 5500 must be completed by plans with 100 or more participants. It may only be completed and filed electronically.

According to the IRS, you will want to file Form 5500-SF if you have more than one but fewer than 100 employees participating in a 401(k) plan. This version of the Form 5500 is a smaller and self-contained document that doesn't require additional schedules.

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.

The IRS Form 5500 is an annual report, filed with the U.S. Department of Labor (DOL) that contains information about a 401(k) plan's financial condition, investments, and operation. ... In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets.

Owner-Only Plan A retirement plan that covers only the owner(s) of the company and, if applicable, the spouse(s) of the owner(s) is generally exempt from filing a Form 5500 until the total plan assets are at least $250,000 as of the last day of the plan year.

Access the current year's Form 5500-SF by clicking the Form Year dropdown. To review and electronically file the Form 5500-SF, click on your plan name under the Plan Name column. On the following screen, click on File EFAST Forms under E-File to begin the process.

You may file your 2016 Form 5500-SF online using EFAST2's web-based filing system or you may file through an EFAST2-approved vendor. Detailed information on electronic filing is available at www.efast.dol.gov. For telephone assistance, call the EFAST2 Help Line at 1-866-GO-EFAST (1-866-463- 3278).

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
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:
+1 833 426 79 33
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