ERISA Annual Reporting
ERISA Form 5500 Resource Center
Free calculators, schedule-by-schedule guides, EFAST2 filing resources and focused software information for Form 5500-series work.
Form 5500 Due Date CalculatorNormal deadline and potential Form 5558 extension.Form 5558 CalculatorCalculate the filing-extension date.DFVCP Penalty CalculatorEstimate the reduced DOL amount for eligible late filings.Form 5500 Filing ServiceAsk about assisted EFAST2 submission availability.
Filing Requirements, Deadlines & Late Returns
Who Must File Form 5500?Form selection and exemptions to review.Form 5500 Due DatesDeadline rules and examples.Form 5558 ExtensionOne-time filing extension guide.Late Filing PenaltiesUnderstand ordinary penalty exposure vs DFVCP.DFVCP GuideDOL delinquent filer program overview.Correcting Form 5500Amended filing workflow.
Forms & Schedules
Form 5500 vs. 5500-SFCompare the filing formats.Form 5500-SF GuideSmall-plan short-form workflow.Schedule AInsurance InformationSchedule CService Provider InformationSchedule DDFE / Participating PlanSchedule HFinancial InformationSchedule ISmall Plan FinancialSchedule RRetirement Plan InformationSchedule SBSingle-Employer DB Actuarial
EFAST2, Software & Professional Workflows
How to File ElectronicallyEFAST2 workflow and status review.Form 5500 XML FilingElectronic filing data and validation.Software for TPAsMulti-plan preparation considerations.Software for AccountantsFocused annual reporting workflow.ERISA Form 5500 Software — $399Windows desktop preparation and EFAST2 workflow.
Official sources: Department of Labor Form 5500/EFAST2 resources and IRS Form 5500 Corner. Verify the current filing-year instructions.