| 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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