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The Edit Plan page is where you update plan specific data. In the top left, you will see basic information about the plan, including: Company Name Plan Name Checklist type Employer Identification Number, Plan Number, and Plan Year End ("...
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Follow the steps below to edit company data. 1. Select your company from the Home page that you want to update by clicking on the Company button. This will take you to the Edit Company page. 2. By default, the list will display all releva...
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2025 Instructions for Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
View Official Instructions | Business Codes | Plan Characteristic Codes
Table of Contents
Changes to...
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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
...
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Form 5330 Attachments – What to Attach and How
When filing Form 5330 , certain situations require additional documentation. This page explains each attachment type , when to use it , and how to prepare it correctly .
Use the atta...
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Last Updated: 03/17/2026
in 5330 User Guide
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2025)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments...
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2026 Premium Payment Instructions
View Official PBGC Instructions
Table of Contents
Introduction and What's New
Introduction
What's New
Who Must File
All Covered Pla...
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Instructions for Form 5330 Return of Excise Taxes Related to Employee Benefit Plans (Rev. December 2023)
View Official IRS Instructions
Table of Contents
General Instructions
Future Developments ...
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Last Updated: 03/04/2026
in Portal User Guide