Form 5500 for Employee Benefit Plans: Overview | Practical Law

Form 5500 for Employee Benefit Plans: Overview | Practical Law

A Practice Note discussing the Form 5500 series filing requirements that apply to employee benefit plans under the Employee Retirement Income Security Act of 1974 (ERISA) and Internal Revenue Code (Code). The Note covers the plans that must file the Form 5500 or Form 5500-SF, how to count participants, filing deadlines, compliance tips, and changes under the SECURE Act.

Form 5500 for Employee Benefit Plans: Overview

Practical Law Practice Note w-022-1326 (Approx. 17 pages)

Form 5500 for Employee Benefit Plans: Overview

by Practical Law Employee Benefits & Executive Compensation
A Practice Note discussing the Form 5500 series filing requirements that apply to employee benefit plans under the Employee Retirement Income Security Act of 1974 (ERISA) and Internal Revenue Code (Code). The Note covers the plans that must file the Form 5500 or Form 5500-SF, how to count participants, filing deadlines, compliance tips, and changes under the SECURE Act.