Retrieve old 5500 from IRS/DOL

[ombskid]

We need to retrieve a 2003 filing for a new client. Old TPA can't/won't provide it, client claims no knowledge of ever filing, but the EFAST system (I think that's who operates that database) says it was filed. Anyone know how to get copies from either IRS or DOL? How long it takes?

[Guest BXO]

I have received copies from the DOL in a matter of weeks. I was already in contact with them about the plan on another matter.

They said they would charge us for the copies, but I don't think we ever received an invoice.

[Jim Norman]

Did you try freeerisa.com?

[ombskid]

freeERISA doesn't have EZ filings - I should have included that in the original post.

BXO - any idea where to contact DOL for getting the old form.

Anybody think requesting an old form triggers any searches by them for missing filings?

[Guest BXO]

Try

Office of Public Disclosure

Phone: 202/693-8673

Fax: 202/501-4098 (Sheryl)

Letter of request, including:

Name of Form

Name of Company

EIN

Plan Name

Plan Number

Year or Years

Week to 10-day turnaround

15 cents a page; they will bill us

[ombskid]

Thanks BXO - that works for 5500 but not 5500-EZ

But your post got me this info:

For EZ's you have to write (1999 - present years)

IRS

Ogden Service Process Center

PO Box 9941 Stop 6734

Ogden UT 84409

30 to 45 days