QUICK FACTS

FORM 5500 SERIES

The IRS, Department of Labor, and Pension Benefit Guaranty Corporation jointly developed the Form 5500-series returns for employee benefit plans to satisfy annual reporting requirements under ERISA and the Internal Revenue Code.*
The Form 5500 series must be filed electronically using the EFAST2 system at www.efast.dol.gov and are filed by the plan sponsor.*
The Form 5500 series must be filed by the last day of the seventh month after the plan year ends (July 31st for a calendar-year plan).*
If you filed an extension or one was filed on your behalf, you may receive a notice regarding Form 5558, the application used for filing an extension."
This notice is for informational purposes and should be given to your retirement plan administrator.
For more information regarding the Form 5500 Series, please visit https://www.irs.gov/retirement-plans/form-5500-corner
Source:  Internal Revenue Service

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