Tax Form 5500  
Form 5500 - Annual Return/Report of Employee Benefit Plan

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Form 5500

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Annual Return/Report of Employee Benefit Plan. Form 5500

A return/report must be filed every year for every pension benefit plan, welfare benefit plan, and for every entity that files as a DFE as specified below (Code section 6058 and ERISA sections 104 and 4065).

From Fedforms.Gov:
"Administrators and sponsors of employee benefit plans subject to ERISA use Form 5500 to report information concerning the plans and direct filing entities (DFEs) to IRS and the Department of Labor (DOL)."

DOWNLOAD Form 5500

This form may be downloaded directly from the IRS website. To open or download, in PDF format, simply click on the link below:

Form 5500



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