Filing tips, notices, updates of filing requirements, and other helpful material to assist you in preparing your Form 5500 (Form 5500-EZ).

Aug 26, 2025 · Filing tips & updates, notices, and other helpful materials to assist you in preparing your Form 5500 (5500-EZ) return. Filing tips to assist you in preparing your Form 5330 return. …

The Form 5500, Annual Return/Report of Employee Benefit Plan, including all required schedules and attachments (Form 5500 return/report), is used to report information concerning employee …

Aug 26, 2025 · IRS Filing Notices for Form 5500, 5558 or 5500-EZ. The IRS encourages employers and plan sponsors to use the Federal Plain Language Guidelines as a resource for …

File your Form 5500 series with ease. Access resources and official guidance for plan reporting and compliance.

Jan 1, 2025 · This Government website lets you file, find, and learn about Forms 5500 Series (5500, 5500-SF, and 5500-EZ) Annual Returns/Reports, Form 5558, and Form PR Pooled …

It covers who must file, what to file, when to file, how to file electronically, the specific line-by-line instructions for each part of the form, and instructions for completing the various schedules …

Under penalties of perjury, I declare that I have examined this return including, if applicable, any related Schedule MB (Form 5500) or Schedule SB (Form 5500) signed by an enrolled actuary, …

This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Posting on the web does not constitute acceptance of the filing by the U.S. Department …

Jun 4, 2024 · This guide explains everything you need to know about Form 5500, including what it is, why you need to file it, the documents you’ll need to prepare and common errors you …