Get DoL 5500-SF 2012

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.

Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan. Form. Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan (form and instructions)

Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets. Form 5500 Series reporting may also be required for certain employer-sponsored health and welfare plans, including medical, dental, life insurance and disability benefits.

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. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2)Opens in a new window.

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.

Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan. Form. Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan (form and instructions)

– To begin your search for a specified filing plan, first go to https://.efast.dol.gov/portal/app/disseminate. – On this site you can start your search associated with the sponsor name, plan name, filing ID, plan administrator, the Plan Number (PN), Employer Identification Number (EIN), and acknowledgment ID.

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.