Annual report of employee benefit plan (Form 5500)

Annual report of employee benefit plan (Form 5500)

The version of Form 5500 reproduced below is for informational purposes only and should not be reproduced for filing purposes.

IRS/EBSA/PBGC Form 5500 (Adobe PDF)
IRS_Form_5500.pdf

Which plans file which schedules?

Form 5500 quick reference chart (Adobe PDF)
quickreference5500.pdf

Note: In April 2002, the IRS indefinitely suspended the requirement to file Schedule F, as part of its commitment to reduce unnecessary taxpayer burden. Schedule T was eliminated in July 2005, and Schedule P was eliminated in July 2006. Effective for 2008 plan year filings, Schedules MB and SB replace former Schedule B.

Reprinted with permission. © CCH
<p>IRS/EBSA/PBGC Form 5500 (Adobe PDF)IRS Form 5500</p>

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