File your Form 5500 series with ease. Access resources and official guidance for plan reporting and compliance.Fill in the short plan year beginning and ending dates in the space provided and check the appropriate box in Part I, line B, of the Form 5500. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Form 5500 is filed with the DOL and contains information about a 401(k) plan's financial condition, plan qualifications, and operation. Form 5500-EZ generally is required for all one-participant plans, including plans with owners, business partners, and spouses. May participate in the AgFirst Farm Credit Retirement Plan. Security Retirement Benefits they received, contrary to the. Defendant's relevant ERISA long term disability benefit plan.