To upload one or multiple Form 5330s, select the Upload link within the 5330 Box in the 5500 Module. 
In the Form 5330 Upload/Download window, users can:
- Download a sample template and schema CSV files.
- Download existing Form 5330s for one or multiple plans.
- Upload a template file to import data for one or multiple plans simultaneously
NOTE: The base form 5330 allows for 12 entries on Schedule C Page 4 (2a-2e) and 4 entries on Schedule C Page 5 (5a-5e). If additional entries are needed for the Schedule C (P4/5), create a new row directly below the Form details. In this new row, only fill out the columns labeled Supplemental Sch C (columns IH-SH). An example of this is provided in the Sample File, specifically in Rows 19-27.
Once the template is completed return to the upload page, select the file, and specify the Number of rows before header row.
Using the sample file provided as an example:
- Choose the CSV file
- Enter 15 in the Number of rows to ignore, as the official headers start at row 16.
NOTE: The Download 5330-Single Plan or All Plans CSV template includes both system-calculated values and system-generated fields for your records. When using it for uploading, remove all columns titled "RowNumber_ProhibitedTransactionGrp". These specific fields will cause an error during import as the system generates row numbers automatically. Additionally, the Number of rows to ignore before header row value is “0” unless additional rows were added manually.
