How do I fill out a 5500? How To Fill Out Form 5500 1 Enter Annual Report Information. The first step in completing IRS Form 5500 is to enter the Annual Report Identification Information necessary for Part 1. fileslib. Form 5500–SF forms and instructions. VerDate Sep<11>2014 16:26 Jkt 256001 PO 00000 Frm 00041 Fmt 4700 Sfmt 4700 What is reported on a 5500? The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan . Must file electronically through EFAST2.
Use the online, fillable 2014 Form 5500-EZ on the IRS website. Complete and download the form to your computer to print and sign before mailing. Or, use the
2014. Instructions for. Form 5500-EZ. Annual Return of One-Participant. (Owners and Their Spouses) Retirement Plan.