Information Collection

Annual Return/Report of Employee Benefit Plan

IC 40957 under ICR 201907-1545-002 · OMB 1545-1610.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1610 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form 5500SF Annual Return/Report of Employee Benefit Plan	Form
2020 Form 5500 Instructions 080719 clean.doc	Instruction
2020 Form 5500SF Instructions 080719 clean.doc	Instruction
5500 Annual Return/Report of Employee Benefit Plan 190807 Form 5500 (YEAR 2020) clean.docx	Form
5500SF Short Form Annual Return/Report of Small Employee Benefi 190807 Form 5500SF (YEAR 2020) clean.docx	Form
Sch A (Form 5500) Insurance Information 190807 Sch A (YEAR 2020) clean.docx	Form
Sch C (Form 5500) Service Provider Information 190807 Sch C (YEAR 2020) clean.docx	Form
Sch D (Form 5500) DFE/Participating Plan Information 190807 Sch D (YEAR 2020) clean.docx	Form
Sch G (Form 5500) Financial Transaction Schedules 190807 Sch G (YEAR 2020) clean.docx	Form
Sch H (Form 5500) Financial Information 190807 Sch H (YEAR 2020) clean.docx	Form
Sch I (Form 5500) Financial InformationSmall Plan 190807 Sch I (YEAR 2020) clean.docx	Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 190807 Sch MB (YEAR 2020) clean.docx	Form
Sch R (Form 5500) Retirement Plan Information 190807 Sch R (YEAR 2020) clean.docx	Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 190807 Sch SB (YEAR 2020) clean.docx	Form
IRS 2007-2011, 2013-2017.xlsx 2017 Burden Spreadsheet for 1545-1610	IC Document
IRS 2007-2011, 2013-2018.pdf 2018 Burden estimate	IC Document
IRS 2007-2011, 2013-2019.pdf Burden Estimate	IC Document
2020 Burden Estimate.docx Burden Estimate	IC Document

Information Collection (IC) Details

View Information Collection (IC)

IC Title:

Annual Return/Report of Employee Benefit Plan

Agency IC Tracking Number:

Is this a Common Form? No

IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation:

Information Collection Instruments:

table that charts list of instruments
Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	5500SF	Short Form Annual Return/Report of Small Employee Benefit Plan	190807 Form 5500SF (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	5500	Annual Return/Report of Employee Benefit Plan	190807 Form 5500 (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch A (Form 5500)	Insurance Information	190807 Sch A (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch C (Form 5500)	Service Provider Information	190807 Sch C (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch D (Form 5500)	DFE/Participating Plan Information	190807 Sch D (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch G (Form 5500)	Financial Transaction Schedules	190807 Sch G (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch H (Form 5500)	Financial Information	190807 Sch H (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch I (Form 5500)	Financial InformationÂSmall Plan	190807 Sch I (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	190807 Sch MB (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch R (Form 5500)	Retirement Plan Information	190807 Sch R (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Single-Employer Defined Benefit Plan Actuarial Information	190807 Sch SB (YEAR 2020) clean.docx	Yes	Yes	Fillable Fileable
Instruction			2020 Form 5500 Instructions 080719 clean.doc	Yes	Yes	Printable Only
Instruction			2020 Form 5500SF Instructions 080719 clean.doc	Yes	No	Printable Only

Federal Enterprise Architecture Business Reference Module

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records

Title:

FR Citation:

Number of Respondents: 814,000

Number of Respondents for Small Entity: 648,000

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 99 %

table that charts list of burden
	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	814,000	10,000	804,000
Annual IC Time Burden (Hours)	334,000	4,000	330,000
Annual IC Cost Burden (Dollars)	139,007,000	11,109,000	127,898,000

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
2017 Burden Spreadsheet for 1545-1610	IRS 2007-2011, 2013-2017.xlsx	03/16/2017
2018 Burden estimate	IRS 2007-2011, 2013-2018.pdf	03/26/2018
Burden Estimate	IRS 2007-2011, 2013-2019.pdf	03/25/2019
Burden Estimate	2020 Burden Estimate.docx	09/20/2019

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.