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Form 5500 - Schedule I online Washington: What You Should Know

Title IV (Employment Retirement Income Security Act)Β of the Social Security Act, effective June 14, 2021. Annual Information Return/Reports β€” Department of Labor (Department) May 25, 2024 β€” This document is a summary of the changes for the 2024 calendar year for Form 5500 and Form 5500-EZ. Information about the annual return must be attached to Form 5500. Annual Information Return/Reports β€” Department of Labor (Department) April 27, 2024 β€” This document provides information on how the Form 5500 is made. A form-by-form breakdown of the annual return. It is for general information purposes and is not an accurate representation of the Form 5500 or of forms filed for employee pension and welfare benefit plans under Title IV (Employment Retirement Income Security Act) of the Social Security Act. For more specific information, please check the appropriate section under the guidance for Form 5500. Form 5500 | U.S. Department of Labor This search engine identifies Form 5500 and 5500-SF filings received by EFAST2. Filings for plan years prior to 2024 are not displayed through this website. Annual Information Return/Reports β€” United States Treasury Annual Information Return/Reports β€” United States Treasury Annual Report for Employee Welfare and Pension Benefits Plans for Plans Sponsored by an Issuer | Instructions β€” Form 5500 The U.S. Department of Labor provides instructions for filing the Form 5500: Employee Retirement Income Security Act (ERICA) annual report. It provides information on the reporting requirements of the ERICA regulations with respect to retirement and welfare plans sponsored by an issuer, including the specific provisions of the regulations in effect at the time the report was filed or the most current regulations that were in effect on May 15, 2015, at the time the report was filed. Instructions for Form 5500 are posted at the Department's website and available through E-FAST. Annual Information Return/Reports β€” Public Documents Annual Report for Employee Welfare and Pension Benefits Plans for Plans Sponsored by an Issuer | Instructions β€” Form 5500 The U.S. Department of Labor provides instructions for filing the Form 5500 Annual Report.

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