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Form 5500

This page covers the following topics:

  • Overview 
  • Form 5500 Short Form 
  • Electronic Filing Requirement 
  • Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits 
  • Voluntary Fiduciary Correction Program 
  • Additional Information 

Overview

All pension benefit plans covered by ERISA must file an annual return/report, subject to certain exceptions provided in the Instructions for Form 5500. The return/report must be filed whether or not the plan is “tax-qualified,” benefits no longer accrue, contributions were not made this plan year, or contributions are no longer made. Pension benefit plans required to file include both defined benefit plans and defined contribution plans.



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