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5500 Report  Form

5500 Report Form

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Instructions and help about 2018 instructions 5500 sf form

[Music] today's question is what is the form 5500 and do I have to file one the IRS Department of Labor and Pension Benefit Guaranty Corporation jointly developed the form 5500 for employee benefit plans to satisfy annual reporting requirements under the Employee Retirement Income Security Act or ERISA and the Internal Revenue Code if a company has a hundred or more participants enrolled in coverage then they will need to file the form 5500 for their health and welfare benefit plan plan sponsors must generally father returned on the last day at the seventh month after their plan year ends for example for a calendar year plan the employer would need to file on or before July 31st it must be electronically filed via the IRS and Department of Labor we fast to system the form 5500 series is an important compliance research and disclosure tool for the Department of Labor and the IRS it is a part of ERISA overall reporting and Disclosure framework which is intended to assure that emp

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