Government Pension Health Welfare Funds Forms for Wake
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FAQ
You can easily do this very simple tax filing yourself and save the money. There are two ways to file: by postal mail using IRS Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan to the IRS, or. electronically, by filing IRS Form 5500-SF.
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.
Owner-Only PlanA retirement plan that covers only the owner(s) of the company and, if applicable, the spouse(s) of the owner(s) is generally exempt from filing a Form 5500 until the total plan assets are at least $250,000 as of the last day of the plan year.
You can access the EFAST2 website 24 hours a day, 7 days a week at to: File the Form 5500-SF or 5500 and any needed schedules or attachments. Check on the status of a filing you submitted. View filings posted by EFAST2. Register for electronic credentials to sign or submit filings.
Form 8955-SSA may be filed electronically through the FIRE system or on paper. The IRS and the SSA encourage all filers to file Form 8955-SSA electronically. Filing electronically saves time and effort and helps ensure accuracy. Certain filers, however, are required to file the 2021 Form 8955-SSA electronically.
You may file your 2020 Form 5500-SF online using EFAST2's web-based filing system or you may file through an EFAST2-approved vendor. Detailed information on electronic filing is available at . For telephone assistance, call the EFAST2 Help Line at 1-866-GO-EFAST (1-866-463- 3278).