Annual Return/Report of Employee Benefit Plan

OMB 1545-1610

OMB 1545-1610

Form 5500 is an annual information return filed by employee benefit plans. The IRS uses this information to determine if the plan appears to be operating properly as required under the law or whether the plan should be audited.

The latest form for Annual Return/Report of Employee Benefit Plan expires 2023-03-31 and can be found here.

Latest Forms, Documents, and Supporting Material
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Extension without change of a currently approved collection 2001-06-25
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No material or nonsubstantive change to a currently approved collection 1999-11-19
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OMB Details

Annual Return/Report of Employee Benefit Plan

Federal Enterprise Architecture: General Government - Taxation Management

Form Sch C (Form 5500)Service Provider InformationFillable FileableForm
Form Sch MB (Form 5500)Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial InformationFillable FileableForm
Form Sch I (Form 5500)Financial Information—Small PlanFillable FileableForm
Form Sch H (Form 5500)Financial InformationFillable FileableForm
Form Sch G (Form 5500)Financial Transaction SchedulesFillable FileableForm
Form 5500SFShort Form Annual Return/Report of Small Employee Benefit PlanFillable FileableForm
Form Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial InformationFillable FileableForm
Form Sch R (Form 5500)Retirement Plan InformationFillable FileableForm
Form Sch D (Form 5500)DFE/Participating Plan InformationFillable FileableForm
Form Sch A (Form 5500)Insurance InformationFillable FileableForm
Form 5500Annual Return/Report of Employee Benefit Plan Fillable FileableForm

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