2024 5500 Forms and Schedules

2024 Form 5500 Instructions Annual Return/Report of Employee Benefit Plan View Official Instructions | Quick Reference Chart | Business Codes | Characteristics Code General Instructions EFAST2 Processing S...

2024 Instructions for Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan View Official Instructions | Business Codes | Characteristics Codes Table of Contents Changes to Note ...

2024 Instructions for Form 5500-EZ Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan View Official IRS Instructions | Business Codes | Characteristics Codes | ...

2024 Instructions for Schedule A (Form 5500) Insurance Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Specific I...

2024 Instructions for Schedule C (Form 5500) Service Provider Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...

2024 Instructions for Schedule D (Form 5500) DFE/Participating Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedu...

2024 Instructions for Schedule DCG (Form 5500)  Individual Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...

2024 Instructions for Schedule G (Form 5500) Financial Transaction Schedules View Gener al Instruction s | View Official Instructions Table of Contents General Instructions Who Must File ...

2024 Instructions for Schedule H (Form 5500) Financial Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File Sp...

2024 Instructions for Schedule I (Form 5500) Financial Information - Small Plan View General Instructions | View Official Instructions Table of Contents General Instructions Who Must File ...

2024 Instructions for Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents Ge...

2024 Instructions for Schedule MEP (Form 5500) Multiple-Employer Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Who Must Fi...

2024 Instructions for Schedule R (Form 5500) Retirement Plan Information View General Instructions | View Official Instructions Table of Contents General Instructions Purpose of Schedule ...

2024 Instructions for Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information View General Instructions | View Official Instructions Table of Contents General Instructions ...

Instructions for SAR checklist and Regulations Relating to the Summary Annual Report General Information Line 1a. Plan Name Line 1b. Plan Type Line 2a. SAR Instructions Line 2b. Custom Instructions Lin...

Annual Funding Notice View Official DOL Regs | Single-Employer Cross Reference Chart | Multiemployer Cross Reference Chart DOL Guidance 4/3/2025 Field Assistance Bulletin No. 2025-02 Appendix 1- Secure 2.0 ...

2/2/2015 Final Rule - Annual Funding Notice for Defined Benefit Plans Link to the final rule   Scope Limited Exceptions for Certain Multiemployer Plans Mergers and Consolidations Identifying Information (Sec. 252...