News & Announcements

Upcoming Deadline: Form 5500 Due for Calendar-Year Plans

Posted Tuesday, July 16, 2019 6:26 am

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).

For more information, visit the EFAST2 website or the informational pages on the IRS or DOL websites.

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