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Annual Return/Report of Employee Benefit Plan
Annual Return/Report of Employee Benefit Plan
OMB: 1545-1610
IC ID: 40957
OMB.report
TREAS/IRS
OMB 1545-1610
ICR 202308-1545-018
IC 40957
( )
⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1610 can be found here:
2024-04-15 - No material or nonsubstantive change to a currently approved collection
Documents and Forms
Document Name
Document Type
2023 Form 5500SF Instructions 2-21-2023 ROCIS.docx
Instruction
5500 Annual Return/Report of Employee Benefit Plan
230127 Form 5500-Clean.docx
Form
5500 SF Short Form Annual Return/Report of Small Employee Benefit Plan
230127 Form 5500-SF-Clean.docx
Form
Sch A (Form 5500) Insurance Information
230127 Sch A-Clean (1).docx
Form
Sch C (Form 5500) Service Provider Information
230127 Sch C-Clean.docx
Form
Sch D (Form 5500) DFE/Participating Plan Information
230127 Sch D-Clean.docx
Form
Sch G (Form 5500) Financial Transaction Schedules
230127 Sch G-Clean.docx
Form
Sch H (Form 5500) Financial Information
230127 Sch H-Clean.docx
Form
Sch I (Form 5500) Financial Information Small Plan
230127 Sch I-Clean.docx
Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
2024 Schedule MB.docx
Form
Sch R (Form 5500) Retirement Plan Information
230127 Sch R-Clean.docx
Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information
230127 Sch SB-Clean.docx
Form
2023 Form 5500 Instructions 02-21-2022 ROCIS.docx
Instruction
Schedule MEP (Form 5500) MULTIPLE-EMPLOYER RETIREMENT PLAN INFORMATIO
Sch. MEP (Form 5500).docx
Form
Form DCG Individual Plan Information
230127 Sch DCG-Clean.docx
Form
Information Collection (IC) Details
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