Harriman Campus Albany, NY 12226. This penalty also includes a "per plan" maximum. Group health plans that are MEWAs are subject to state laws. Another option is participating in the DOL's Voluntary Delinquent File Compliance (DFVC) program. S. The first step in completing IRS Form 5500 is to enter the Annual Report Identification Information necessary for Part 1. g. Forms and Filing Instructions. The maximum penalty for failing to provide the SBC increases from $1,190 to $1,264 per failure. In addition, the Internal Revenue Service (IRS) may impose a penalty of $25 per day (up to $15,000 per year) for failure to file a Form 5500 for retirement plans. Download & print with other fillable US tax forms in PDF. The proposal would require all MEPs, including PEPs, and DCGs to file the Form 5500 regardless of size. This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Department of Labor Employee Benefits Security Administration. S. Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA), in conjunction with the Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC), publishes the Form 5500 Annual Return/Report of Employee Benefit Plan (Form 5500) and the Short Form Annual Return/Report of SmallThe most comprehensive data on ESOPs is collected on the Form 5500. Beginning in 1975, the Department, the IRS, and the PBGC jointly developed the Form 5500 Series the Form 5500to assist employee ) (benefit plans in satisfying the plan’s annual reporting requirements. Agencies; Forms; Guidance Search; FAQ; About DOL; News; Contact Us; U. Any device and OS. Information copies of the 2016 forms, schedules and instructions are available on the DOL’s website. Click . 1-866-487-2365. Department of Labor’s Employee Benefits Security Administration, the IRS and the Pension Benefit Guaranty Corp. Note: We discuss questions such as this one in our Form 5500 Workshop. . Statistics. Otherwise, you can obtain IRS Form 5500 for the prior year and as far back as 2009 (when the Department of Labor (DOL) began publishing most Form 5500s) at the DOL website. Specifically, the DOL and IRS were required to modify Form 5500 so that members of group DC plans may file a single, aggregated report which satisfies both ERISA and the IRC. Press Done. In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets. Create your signature and click Ok. Form 5500 Filing Search. Form 5500: Failure to timely file annual report Form 5500 subjects a plan sponsor to a penalty of $2,586. It provides federal agencies with information regarding the plan…We would like to show you a description here but the site won’t allow us. Code section references are to the Internal Revenue Code unless otherwise noted. Department of Labor (DOL), that contains information about a 401(k) plan's financial conditions, investments, and operations. On November 1, 2016, the US Department of Labor (DOL) released advance copies of the 2016 Form 5500 and Form 5500-SF annual return/report and their related schedules and instructions. This shortened version of Form 5500 form applies to companies that sponsor plans with fewer than 100 participants. Follow the step-by-step instructions below to design your DOL 5500 scheme a fillable form 2011: Select the document you want to sign and click Upload. TOPICS. April 03, 2013. DOL revised the 2021 Form 5500 and Form 5500-SF instructions to require defined contribution MEPs to provide information on the aggregate account balances attributable to participating employers. For returns required to be filed after Dec. On Dec. Therefore, while the DOL estimates there are 2. From time to time, the DOL performs random audits on retirement plans to ensure compliance with ERISA’s rules and regulations. Annual Return/Report of Employee Benefit Plan . The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000. Form 5500 - U. TOTAL BURDEN HOURS Activity Number of. Form 5500 Datasets | U. DOL revised the 2021 Form 5500 and Form 5500-SF instructions to require defined contribution MEPs to provide information on the aggregate account balances attributable to participating employers. Complete DoL 5500 - Schedule I 2014 online with US Legal Forms. is 5,500 hours. For calendar–year plans, the deadline is July 31. 7 million annually in other reporting costs. (Form 5500) line 40. Department of Labor, EBSA calculations using the 2021 Medical. The tips below can help you fill in DoL 5500 - Schedule I easily and quickly: Open the form in our feature-rich online editing tool by clicking on Get form. The initial number of plans falling in this category was close to 26,000, but it was. help filers comply with the Form 5500 and Form 5500-SF annual reporting requirements and avoid common reporting errors. The changes to Form 5500 for 2023 also implement changes included in the SECURE Act of 2019 that take effect this year. 1 million on 804,100 filers, for a total decrease of $64. The Department of Labor administers federal labor laws to guarantee workers' rights to fair, safe, and healthy working conditions, including minimum hourly wage and overtime pay, protection against employment discrimination, and unemployment insurance. Filings for plan years prior to 2009 are not displayed through this website. On May 20th, 2022, the DOL, IRS, and the Pension Benefit Guaranty Corporation released their final rule on 2022. SECURE Act section 202 directed DOL and IRS to establish a consolidated Form 5500 filing option for groups of defined contribution plans that satisfy certain. Find Vancouver Island Cancer Centre in Victoria, with phone, website, address, opening hours and contact info. If the Audit Report has been completed by this time, and the Form 5500 properly submitted, you can request an abatement or reduction of the penalty. SAMPLE. 401(k) plans that must file a Form 5500-EZ can file a Form 5500-SF instead if they want to file an electronic return. , July 2022 for calendar year plans, and a 2 1/2 -month extension is. Regulators “punted” on defined contribution. DoL 5500-SF 2018-2023 free printable template Get Form Show details. Form 5500 Version Selection Tool. Choose My Signature. Federal regulations require the DOL to adjust penalties for inflation by Jan. If filings are for a small plan sponsored by a Code section 501(c)(3) organization including a Code section 403(b) plan, the per-submission cap is $750. 1, 2010. S. Form 5500 is a required annual report for employee benefit plans that provides compliance, research, and disclosure information. Pension Plan Actuarial Information Search. Open the form in the online editor. Try it Now!Form 5500. were taken from the Form 5500 data for plan year 2017. The Department of Labor (DOL) recently announced the inflation adjusted civil monetary penalties for a wide range of benefit-related violations. today released a Federal Register Notice announcing changes to the Form 5500 Annual Return/Report of Employee Benefit Plan and Form 5500-SF Short Form Annual Return/Report of. S. Paper filing of a Form 5500 will not be accepted. News DOL makes final changes to 2023 Form 5500: New rules for 401(k) plans The updated form, which includes improved reporting by pooled employer plans and addresses provisions in the SECURE Act 2. Department of Labor (DOL), the IRS and the Pension Benefit Guaranty Corporation (PBGC) on Feb. A PAJE: If the amount is immaterial, the auditors can document that they are passing on an adjusting journal entry (PAJE) to. Who Must File Form 5500-EZ You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a). If your small business offers a 401 (k) plan, chances are you must file a Form 5500 each year. The DOL is authorized to impose a penalty of up to $1,100 per day for noncompliance — which includes failure to timely file all or any part of the Form. 17 2022) by filing IRS Form 5558 by Aug. Comply with our simple actions to get your DoL 5500-SF ready quickly: Select the template from the catalogue. There is no delinquent filer program when only the Form 8955-SSA is. gov. No software installation. Posting on the web does not constitute acceptance of the filing by the U. On December 29th, 2021, the U. The Form 5500 is an annual report, filed with the U. 3. The changes will also implement several updates to annual reporting requirements related to the SECURE Act of 2019. Call USAGov. Form 5500; Delinquent Filer Voluntary Compliance Program (DFVCP) Audit Quality; Form M-1; Form PR; Compliance Assistance. Press Done. under 29 CFR 2520. How to file: Must be filed electronically via EFAST2, using either approved third-party software or IFILE. Department of Labor (DOL), that contains information about a 401(k) plan's financial conditions, investments, and operations. Beginning in 1975, the Department, the IRS, and the PBGC jointly developed the Form 5500 Series to assist employee benefit plans in satisfying the plan’s annual reporting requirements. The Proposal includes modifications to the Form 5500 series and applicable regulations to implement the SECURE Act requirement for the development of a consolidated annual report for groups of defined contribution retirement plans. About IFILE. Reporting & Filing Assistance. Form 5500 Group Health Plans Research File User Guide . We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use. Non-calendar year plans must calculate their deadline based on the end of the plan year. Per the DOL, the Form 5500 Series is an important compliance, research, and disclosure tool, a disclosure document for plan participants and beneficiaries, and a source of information and data for use by other Federal agencies, Congress, and the private sector in assessing employee benefit, tax, and economic trends and policies. Worker. Form M-1 Search. could trigger a plan audit by the DOL or the IRS. Department of Labor Employee Benefits Security Administration February 23, 2023. For plan years beginning on or after January 1, 2009, certain eligible small plans are able to file the Form 5500 -SF “Short Form Annual Return/Report of Small Employee Benefit Plan. The DOL will review the response in committee and determine the final penalty, if any. This decline in enforcement activity may be attributed to the Department of Labor’s (DOL) Notice 2020-01, which relieved employers from enforcement actions if they made a good faith effort to. The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare benefit plans. No paper. 7 million annually in other reporting costs. Penalty exposure for late Forms 5500 includes DOL penalties of $2,233 per day (as indexed, with no limit) and IRS penalties of $25 per day (limited to $15,000 per return). We would like to show you a description here but the site won’t allow us. Choose My Signature. S. S. S. Client received an EBSA letter today that the Plan's 2017 5500 form filing was rejected for lack of the Accountant's opinion. were taken from the Form 5500 data for plan year 2020. Pension Plan Actuarial Information Search. You do not need to complete a filing in one session; you. Under the DOL’s electronic filing system (EFAST2), anyone required to sign a Form 5500 must obtain “filing signer” credentials in the form of two identifiers—a user ID and a PIN—which together serve as a signature. 4 Source: U. Department of Labor. ,. In response to comments, DOL has clarified that this new requirement doesn’t apply to DB MEPs. The SECURE Act substantially increases the penalties for the failure to file a Form 5500 and/or Form 8955-SSA for forms required to be filed after December 31, 2019. Compliance Assistance. The informational copies are intended to highlight changes from 2022 to 2023. U. S. 502c-2). The DOL is authorized to impose a penalty of up to $1,100 per day for noncompliance — which includes failure to timely file all or any part of the Form 5500. If the plan is covered by PBGC and the amount reported on line 11a is greater than $0. The changes relevant to 401(k) plan. S. The new search tool is available here The Labor Department also recently unveiled. Schedule G (Form 5500) 2020 Page . Form 5500 Version Selection Tool. S. The DOL last performed an assessment of the. 1. You may file your 2018 Form 5500-SF online using EFAST2’s web-based filing system or you may file through an EFAST2-approved vendor. Opting for it helps avoid late filing penalties. It’s possible to be penalized by both the DOL and IRS when filing Form 5500 late without an extension being filed or notice given. “The IRS, Department of Labor. 5500 for further information. S. We would like to show you a description here but the site won’t allow us. Schedule H (Form 5500) 2021 v. EBSA Regional Offices Subscribe. For plan years beginning on or after January 1, 2009, certain eligible small plans are able to file the Form 5500 -SF “Short Form Annual Return/Report of Small Employee Benefit Plan. For returns required to be filed after December 31, 2019, the penalty for failure to file is increased to $250 a. • Department of Labor (DOL) service codes. Every defined contribution and pension plan sponsor is required to file a 5500 to the IRS and. When filing the annual Form 5500, the plan sponsor must report whether. S. The adjustments include revisions to Schedules MEP and MB. return must either file paper Form 5500-EZ with the IRS or electronically file Form 5500-EZ using the EFAST2 Filing System. Each plan must have a three-digit number, starting with number 501. Read the instructions to discover which information you need to include. Short Form Annual Return/Report of Small Employee Benefit Plan . This search engine identifies Form 5500 and 5500-SF filings received by EFAST2. gov Compliance. Department of Labor (DOL) Employee Benefit Security Administration (EBSA) will assess the quality of employee benefit plans subject to ERISA by reviewing a statistical sample of audits submitted with the 2020 plan Form 5500 filings, including those filed on extension by October 15, 2021. Form 5500 Version Selection Tool. are seeking public comments on proposed revisions to the Form 5500 Annual Return/Report filed by private-sector employee benefit plans that are designed primarily to implement provisions in the. Form 5500 Raw Data. AGENCIES. An agency within the U. If you are not subject to the IRS e-filing requirements in 26 CFR 301. Department of Labor (DOL) to withdraw the revisions it proposed to the Form 5500 reporting requirements for group health and retirement plans. This release includes Form 5500-SF. Press Done. Department of Labor’s Employee Benefits Security Administration (EBSA) converted to a total electronic system of online filing for the Forms 5500 and new the Form 5500-SF on December 31, 2009. Form 5500/5500-SF Filing Search. Enter all necessary information in the necessary fillable areas. Requirement and the EFAST2 website at You cannot file a paper Form 5500 by mail or other delivery service. The changes fall into seven major categories. Welfare plans and group insurance arrangements (GIAs) filing as DFEs should be assigned plan numbers starting with 501 and consecutive numbers should be assigned to other welfare plans and GIAs (e. We would like to show you a description here but the site won’t allow us. Try it Now!This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Otherwise, you can obtain IRS Form 5500 for the prior year and as far back as 2009 (when the Department of Labor (DOL) began publishing most Form 5500s) at the DOL website. Form 5500. 1 U. Critical and Endangered Status Notices. ” Small plans using the Form 5500-SF include information about total fees and commissions paid with respectNAPA Net Staff. The DOL estimates that the regulations and forms revisions in this proposed rule would impose an annual burden of $514. S. The DOL penalty for late filing can run. Include RIN 1210–AB63 in the subject line of the message. help filers comply with the Form 5500 and Form 5500-SF annual reporting requirements and avoid common reporting errors. DOL’s website. Reg. For the first filing year under EFAST 2, signers must register for filing credentials at the DOL Web site. Federal regulations require the DOL to adjust penalties for inflation by Jan. For more information, see the instructions for Electronic Filing Requirement and the EFAST2 website at. 7. Additionally, a DOL fine of up to $2,259 per day with no upper limit is also applicable. g. The informational copies are intended to highlight changes from 2022 to 2023. today released informational copies of the 2023 Form 5500, Form 5500-SF, IRS Form 5500-EZ, IRS Form 5558 and their related instructions online. Plan sponsors have watched for updates to the process of filing Form 5500 over the past three years as the Department of Labor’s (DOL’s) Employee Benefits Security Administration, the IRS, and the Pension Benefit Guaranty Corporation (“the Agencies”) released changes to the form to comply with provisions in the. Form 5500 Red Flags to Avoid. ANSWER: An extension for filing Form 5500 (Annual Return/Report of Employee Benefit Plan) is obtained by filing Form 5558 (Application for Extension of Time to File Certain Employee Plan Returns) on or before the regular Form 5500 due date, which is seven months after the end of the plan year. 7. According to the DOL, one-participant plans can no longer utilize Form 5500-SF and must instead use Form 5500-EZ beginning January 1, 2021. S. Published Feb 28, 2023. EFAST2 FAQs. IFILE is available to all registered users with Internet access. Home | U. There are three variants; a typed, drawn or uploaded signature. The DOL, IRS, and PBGC have released the 2022 Form 5500 series, including Form 5500-SF, Schedules, and Instructions. The search defaults to Plan Name. An agency within the U. Get Form Video instructions and help with filling out and completing rollovers. The DOL has increased their attention on welfare benefit plans where Forms 5500 may not have been filed. Form 5500 must generally be filed by the last day of the seventh month following the end of the plan year, unless an extension has been granted. This Department of Labor publication is intended to improve public access to information about the reporting and. In total, the EBSA recovered $1. Form M-1 Search. Try. S. 5 million health plans and 885,000 non-health welfare plans, respectively, only 69,000 and 91,000 of these plans filed a 2019 Form 5500. Show Filters. The Department of Labor released informational copies of the Form 5500 series for 2023. The DOL has finalized certain revisions to the Form 5500 instructions that reflect changes made by the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) ( 86 Fed. No paper. Department of LaborWithin seven months after the close of each fiscal year of the plan, the sponsor must issue a summary annual report on one of the Department of Labor 5500 forms. S. DOL to the public pursuant to ERISA sections 104 and 106. S. g. Your work in filing an accurate Form 5500 is important to keep your plan healthy and free from Department of Labor scrutiny. This form is required to be filed for employee benefit plans under sections 104 The Form 5500 is an annual report, filed with the U. Any device and OS. Here, you'll find datasets published through our centralized API, source code you can use in your next project, including complete applications that you can repurpose or help us improve, and. Department of Labor, 200 Constitution Avenue NW. An employer may extend this deadline by two and one-half months (until Oct. Department of Labor’s Employee Benefits Security Administration, the IRS and the Pension Benefit Guaranty Corp. The DOL, Treasury, and PBGC on May 20, 2022 released final revisions to the forms and instructions for the Form 5500 series to be used for reporting concerning. EBSA's reporting period for future reports will be from August 1 through July 31 of the following year. Requirement and the EFAST2 website at You cannot file a paper Form 5500 by mail or other delivery service. 1, 2022. . These Form 5500 changes are effective for the 2023 reporting year. S. The data for that filing will be included in the current form dataset. Try it Now!Your Form 5500 entries will be initially screened electronically. 3. on the plan’s latest Form 5500 filing. Specifically, Form 5500 satisfies the requirement of pension and welfare. 9. Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service. which are intended to satisfy the requirements the U. The final revisions are limited to changes that are effective beginning with the 2022 plan year. The DOL, IRS, and PBGC released two rulemaking documents that make changes to Forms 5500 and 5500-SF, which go into effect for plan years beginning on or after Jan. It must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2). Download & print with other fillable US tax forms in PDF. Form 5500 Corner. Department of Labor. Access the most extensive library of templates available. The official forms will. S. The IRS can also assess a penalty for late filers up to $250 a day, up to a. Department of Labor . Paul Mulholland. 2021 regulatory proposal, which included changes related to provisions in the SECURE Act which affected annual. This system is designed to help simplify the processing, submission and receipt of your Form 5500. For questions regarding Form 5500 records, please. For Paperwork Reduction Act Notice, see the Instructions for Form 5500. A pension plan is an employee benefit plan established or maintained by an employer or by an employee organization (such as a union), or both, that provides retirement income or defers income until termination of covered. . They will get you the answer or let you know where to find it. Department of Labor Issues Final Rules on Changes to 2023 Form 5500. Mail: Office of Regulations and Interpretations, Employee Benefits Security Administration, Attn: RIN 1210–AB63; Annual Reporting and Disclosure, Room N–5655, U. Department of LaborThe new penalty amount for such a failure is (gulp) up to $2,259 for each day the form is late. S. As a result, the DOL lowered its penalty to $5,000. These are the third — and final — revisions that implement a Sept. Who Must File Form 5500-EZ You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a). Form 5500/5500-SF Filing Search. Specifically, the DOL and IRS were required to modify Form 5500 so that members of group DC plans may file a single, aggregated report which satisfies both ERISA and the IRC. The U. Field Assistance Bulletin No. Form 5500/5500-SF Filing Search (Department of Labor) Wednesday, February 11, 2015 - 12:00 pm. Department of Labor. An estimate of the total annual cost burden associated with the collection, if applicable: N/A. EFAST2 Form 5500 Filing. Show Filters. Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation released two Federal Register Notices announcing changes to the Form 5500 Annual Return/Report of Employee Benefit Plan and Form 5500–SF Short Form Annual Return/Report of. 1, 2022. Among these changes include modifications to implement SECURE Act requirements for DC group plans to develop consolidated annual. For questions regarding Form 5500 records, please. You do not need to complete a filing in one session; you. Department of Labor. Save or instantly send your ready documents. investments, and operations with the Department of Labor (the Department), Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC). Department of Labor. Form 5500 Datasets. The 2020 instructions pdf explains how to complete and file the form, as well as the changes and updates from the previous year. The changes fall into seven major categories, with the biggest change affecting the annual audit requirement for defined contribution plans. Hit the green arrow with the inscription Next to move on from box to box. Form 5500 Raw Data Sets. Compliance Contacts Contact the following individual(s) to get more information on complying with Department of Labor regulations: Sonya Carrion Director Office of Small and Disadvantaged Business Utilization Phone: 202-693-7299 Fax: 202-693-7297 1-866-4-USA-DOL (1-866-487-2365) Carrion. Critical and Endangered Status Notices. Department of Labor. This tool determines which form type and form year should be used when filing a Form 5500, 5500-SF, or 5500-EZ return/report. These will be available later this year and in advance of the annual January 1 “go live” date for EFAST2 filings. For the Form 5500-EZ: If you are a one-participant plan or foreign plan, beginning January 1, 2021, you must file the Form 5500-EZ. About IFILE. The pdf also contains links to other resources and forms related to Form 5500. Each Form 5500/Form 5500-SF submission, and its schedules, is uniquely identified by an acknowledgement ID ( ACK_ID field). The intuitive drag&drop graphical user interface makes it easy to add or relocate fields. ). Plan Sponsor Alert: Changes to the 2023 Form 5500. Department of Labor (DOL) and the Internal Revenue Service (IRS). By. Follow the step-by-step instructions below to design your dol 5500 instructions form: Select the document you want to sign and click Upload. The DOL estimates that these changes will reduce overall EBP filing costs by approximately $95 million annually. This is a version of Form 5500 for one-participant plans, such as businesses with a single-owner and their spouses that have no other employees. The DOL per day penalty for failure to properly file Form 5500 has increased to $2,259 from $2,233, with no maximum. For more information, see the instructions for . 06The Department of Labor (DOL)’s Employee Benefits Security Administration (EBSA), the IRS and the Pension Benefit Guaranty Corporation (PBGC) released Wednesday informational copies of the 2021 Form 5500 Annual Return/Report and related instructions. The "per plan" cap limits the penalty to $1,500 for small plans and $4,000 for large plans, no matter the number of late Form 5500s filed simultaneously. The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend the Form 5500. DOL also offers the Delinquent Filer Voluntary Correction Program (DFVCP). No software installation. The DOL and the IRS recently announced that they are searching. Security Administration . Download & print with other fillable US tax forms in PDF. The advance copies were released for. • The DOL did not provide any additional commentary with respect to changing the plan audit threshold requirement from 100 “eligible” participants to 100 participants with an “account balance”. The Filing Search application is located at . Published. S. The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend the. In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets. Information relating to the PBGC Form 1 is available at or by calling 1-800-736-2444. Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corporation to simplify and expedite the submission, receipt, and processing of the Form 5500 and Form 5500-SF. Posting on the web does not constitute acceptance of the filing by the U. DOL also offers the Delinquent Filer Voluntary Correction Program (DFVCP). Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service. WASHINGTON – The U. 1210-0089 : 2021 This Form is Open to Public Inspection Part I Annual Report Identification Information 0B For calendar plan year 2021 or fiscal plan year beginning and ending 1B A This return/report is for: X a multiemployer plan X a multiple. The US Department of Labor (DOL) issued a final regulation (Final Rule) on December 29, 2021, updating the 2021 Form 5500 to reflect certain statutory changes included in the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). EBSA Disaster Relief Notice 2021-01. Pension and welfare benefit plans required to file an annual return/report regarding their financial condition, investments and operations generally file the necessary Form 5500 series return/report form. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2)Opens in a new window. S. Form 5500/Form 5500-SF Filing Search. S. I went on the EBSA website and the filing is there and contains the correct forms and Accountant's report. Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service. A practitioner preparing a Form 5500 for a 401(k) profit sharing plan should include both code 2E and code 2J on question 8a of Form 5500. Fill form: Try Risk Free. The U. Filing Search from the navigation menu. A. All returns are available for 2016 and for previous fiscal years. gov. Overview of DOL release with respect to Changes for Form 5500 and Form 5500-SF: • Defined Contribution (DC) Multiple Employer Plans (MEPs):Requirement and the EFAST2 website at You cannot file a paper Form 5500 by mail or other delivery service.