How do I file Form 5500 electronically?

How do I file Form 5500 electronically?

How to Electronically File

1. Step 1: Register with EFAST2: Go to the EFAST2 website (https://www.efast.dol.gov/welcome.html) and click “Register” on the left hand side under the Main section.
2. Step 2: Electronically File Form 5500: Log in to the EFAST2 website (https://www.efast.dol.gov/welcome.html)

Can you file 5500-EZ electronically?

Electronic filing. Effective for plan years beginning after 2019, a filer can file Form 5500-EZ electronically using the EFAST2 filing system.

Where do I send Form 5500-EZ?

Form 5500-EZ can be filed electronically using DoL’s EFAST system, or it can be filed on paper, with the IRS using the following mailing address: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0020.

What is the due date for filing Form 5500?

July 31
July 31 is the deadline for sponsors of calendar-year benefit plans to file Form 5500, Annual Return/Report of Employee Benefit Plan, with the IRS. Plan sponsors can request an extension to Oct. 15 by filing Form 5558, Application for Extension of Time to File Certain Employee Plan Returns.

Are you filing a Form 5500-EZ 5500-SF as a 1 participant plan?

One-participant plans or foreign plans must file the Form 5500-EZ. If you are not subject to the IRS e-filing requirements, however, you may file a Form 5500-EZ on paper with the IRS. See the Form 5500-EZ Instructions for more information.

What is the purpose of IRS form 5500?

File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Must file electronically through EFAST2.

What is the purpose of a 5500 filing?

The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan.