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>
Annual report of employee benefit plan (Form 5500)
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