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2025 Instructions for Schedule G
(Form 5500)
Financial Transaction Schedules
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
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2025 Instructions for Schedule DCG
(Form 5500)
Individual Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Schedule ...
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2025 Instructions for Schedule D
(Form 5500)
DFE/Participating Plan Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Purpose of Sc...
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2025 Instructions for Schedule C
(Form 5500)
Service Provider Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
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2025 Instructions for Schedule A (Form 5500)
Insurance Information
View General Instructions | View Official Instructions
Table of Contents
General Instructions
Who Must File
Specific...
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
Reminder
Specific Instructions
Rollovers
Trans...
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Last Updated: 01/06/2026
in Portal User Guide
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Last Updated: 12/30/2025
in DC Compliance User Guide
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Set ADP/ACP Testing Parameters Clicking on ADP/ACP Test from the Tasks page will expand the ADP/ACP Parameters. Here you can enter details about how ADP/ACP Testing should be handled in the plan. This is also where prior year testing data can be ...
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The “Combined Test” is a series of tests that includes the 415 Annual Additions Test, 410(b) Coverage Test, Deduction Limit test and the Compensation Test (as applicable to the plan). Set Combined Test Parameters Expanding the Combined Test ta...