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
Document
Name
Form and Instruction
Form and Instruction
Form and Instruction
Form and Instruction
Justification for No Material/Nonsubstantive Change
Justification for No Material/Nonsubstantive Change
Supporting Statement A
Supporting Statement A
All Historical Document Collections
Approved without change
 No material or nonsubstantive change to a currently approved collection 2024-04-15
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 No material or nonsubstantive change to a currently approved collection 2023-08-31
Approved without change
 Revision of a currently approved collection 2023-03-15
Approved without change
 Revision of a currently approved collection 2022-07-06
Approved without change
 No material or nonsubstantive change to a currently approved collection 2021-03-30
Revision of a currently approved collection 2021-01-07
Approved without change
 No material or nonsubstantive change to a currently approved collection 2020-04-02
Approved with change
 Revision of a currently approved collection 2019-09-27
Approved without change
 No material or nonsubstantive change to a currently approved collection 2019-03-25
Approved without change
 No material or nonsubstantive change to a currently approved collection 2018-03-29
Approved without change
 No material or nonsubstantive change to a currently approved collection 2017-04-03
Approved with change
 Revision of a currently approved collection 2016-07-07
Approved with change
 Revision of a currently approved collection 2015-05-11
Approved without change
 Extension without change of a currently approved collection 2014-01-31
Approved without change
 No material or nonsubstantive change to a currently approved collection 2013-05-30
Approved without change
 No material or nonsubstantive change to a currently approved collection 2012-02-24
Approved without change
 No material or nonsubstantive change to a currently approved collection 2011-06-08
Approved without change
 Revision of a currently approved collection 2010-10-29
Approved without change
 No material or nonsubstantive change to a currently approved collection 2010-05-11
Approved without change
 No material or nonsubstantive change to a currently approved collection 2009-10-19
Approved with change
 No material or nonsubstantive change to a currently approved collection 2008-08-01
Approved without change
 Revision of a currently approved collection 2007-06-15
Approved without change
 No material or nonsubstantive change to a currently approved collection 2006-06-07
Approved without change
 No material or nonsubstantive change to a currently approved collection 2005-06-17
Approved without change
 No material or nonsubstantive change to a currently approved collection 2004-08-17
Approved without change
 Extension without change of a currently approved collection 2004-06-10
Approved without change
 No material or nonsubstantive change to a currently approved collection 2003-11-20
Approved without change
 No material or nonsubstantive change to a currently approved collection 2002-12-11
Approved without change
 No material or nonsubstantive change to a currently approved collection 2001-09-28
Approved without change
 Extension without change of a currently approved collection 2001-06-25
Approved without change
 No material or nonsubstantive change to a currently approved collection 1999-11-19
Approved without change
 New collection (Request for a new OMB Control Number) 1998-06-23
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

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.

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