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Information Copy of 2009 Revised Form 5500 Annual Return/Report (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]; Internal Revenue Service [IRS]; and Pension Benefit Guaranty Corporation [PBGC] 
Nov. 16, 2007 Very large file (7 MB); 127 pages. Excerpt: This document contains revisions to the Form 5500 Annual Return/Report forms, including the Form 5500 Annual Return/Report of Employee Benefit Plan and a new Form 5500–SF, Short Form Annual Return/ Report of Small Employee Benefit Plan .... Some of the forms revisions will apply on a transitional basis for the 2008 reporting year before all of the forms revisions are fully implemented for the 2009 reporting year as part of the switch under the ERISA Filing Acceptance System (EFAST) to a wholly electronic filing system (EFAST2). MORE >> |
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