Form EBS-1

[Guest Laura Millwood]

Does anyone know what DOL Form EBS-1 is for? Where can I find it? I have checked on the DOL and IRS websites, but have found nothing. The IRS is asking for this from one of our clients. Thanks!

[LCARUSI]

It's a defunct form. It's been gone so long, I don't even remember what form replaced it. Maybe the 5500?

I recently assisted a client with an IRS audit for 1994. They requested an EBS-1 as part of standard computer-generated form letter. We indicated "not applicable" on the response and that was the end of it.

I don't know the form's last year. Maybe someone else does.

[Guest Bill]

Yes, the EBS-1 was the annual report required by ERISA that eliminated duplicate filings with the IRS and DOL. It was replaced by the more comprehensive 5500 but that was YEARS ago. I remember doing EBS-1's but can't recall when it changed, late 70's I think.