The 5500 > [Year] screen is the "Homepage" for the 5500 return/report for the plan.
Near the top of the screen you will find information showing the Company, Plan Name and checklist type for the plan.
Just below that is information regarding the Edit Status (Locked, Unlocked), Signed Status (Signed or Not Signed) and Acceptance Status from the DOL (Not Submitted, Submitted, Rejected - rare, In Process, Accepted, Not Accepted). These statuses are related to the signing and completing of a 5500 form discussed in more detail in the Signing a 5500 Filing section of this guide.
Below the status information are links for 5500 Forms Settings and Batch Features (Work With Signers/Portal Users, Batch/WorkFlow, Portal Settings, and Portal Link).
In the center of the screen are links to 5500 forms and schedules. See Completing 5500 Forms and Schedules for more information.
In general, new users will first want to address Completing the 5500 Forms and Schedules, review the 5500 Forms Settings and Batch Features for the software and finally, Signing a 5500 Filing.
