This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
Under EFAST2, you must electronically file the 2023 Forms 5500 and 5500-SF using EFAST2's web-based filing system or you may file through an EFAST2-approved vendor. The 2023 Form 5500-EZ can also be electronically filed using the EFAST2 filing system or filed on paper with the IRS.
time extension of time to file the Form 5500SF (up to 2½ months) may be obtained by filing Form 5558 on or before the normal due date (not including any extensions) of the return/report. You can file paper Form 5558 with the Department of Treasury, Internal Revenue Service Center, Ogden, UT 842010045.
A plan sponsor/employer or the plan administrator must electronically sign Forms 5500 and 5500-SF before submitting the returns.
The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.
Form 5500-SF: Small plans (those with fewer than 100 participants as of the beginning of the plan year) Form 5500: Large plans (those with 100 or more participants as of the beginning of the plan year)
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.
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.
You will file the Form 5500-EZ if your plan: Is a one-participant 401(k) plan. A one-participant plan is a plan that covers only: An owner who owns the entire business and their spouse. One or more partners in a business partnership and their spouses.
The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.