News & Announcements
Upcoming Deadline: Form 5500 Due for Calendar-Year Plans
Form 5500 (Annual Return/Report of Employee Benefit Plan) is due the last day of the seventh month after the plan year ends, which is July 31 for calendar-year plans. It must be filed by an employer who maintains the employee benefit plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. Form 5500 reports information concerning the qualification of the plan, its financial condition, investments, and the operations of the plan.
Form 5500-SF (Short Form Annual Return/Report of Small Employee Benefit Plan) is for plans with fewer than 100 participants.
Forms must be filed electronically using EFAST2-approved third-party software or using IFILE. If you need help completing Form 5500 or Form 5500-SF, you can call the toll-free EFAST2 Help Line at 866-463-3278, Monday through Friday from 8 a.m. to 8 p.m., EST. To file for an extension of time, use Form 5558 (Application for Extension of Time To File Certain Employee Plan Returns).