Form 5500-Series Returns for Employee Benefit Plans
The IRS, Department of Labor, and Pension Benefit Guaranty Corporation require Form 5500-series returns for employee benefit plans with over 100 participants to meet annual reporting obligations under ERISA and the Internal Revenue Code.
Annual Filing Deadline: Plan sponsors must file their form 5500 by the last day of the seventh month after their plan year ends. For calendar year plans the deadline is July 31, 2024. The Form 5500 Series is part of ERISA’s overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in accordance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient information to protect the rights and benefits of participants and beneficiaries under employee benefit plans.