Older 5500 EZ instructions

[Belgarath]

I found the forms themselves on the IRS website going back to 1990, but I couldn't find the instructions for all those older forms. Anyone know where I can find them?

[Mike Preston]

https://www.irs.gov/pub/irs-prior/i5500ez--yyyy.pdf

Substitute year for yyyy

[Belgarath]

Thanks Mike!

P.S. - just reading Revenue Procedure 2015-32, which governs the delinquent 5500-EZ filer program, and Section 7 .03 (d) lists the web address for forms after 1989, and for applicable schedules after 1994. Thankfully, Mike provided the method for finding the instructions. For schedules between 1990 and 1994, it appears that you must call the tax form line at 800-829-3676 - actually, if you are so inclined, you can supposedly get forms and schedules for any plan year at this number.

[Lois Baker]

Earlier this week, EBSA rolled out a "new and improved" website. Just came across this page:

https://www.dol.gov/agencies/ebsa/employers-and-advisers/plan-administration-and-compliance/reporting-and-filing/form-5500

-- and remembered this question. Forms, schedules and instructions going back to 1995 -- not quite all the way to 1990, but maybe an easier interface than the IRS for those years.

[Dave Baker]

This web page has links to the forms, schedules, and instructions for Form 5500 and its variants, for all years going back to ERISA:

http://benefitslink.com/src/misc/form-5500-for-previous-years.html

[Tom Poje]

the old forms bring back memories...

in 1992 Had a plan by chance named

Advanced Women ....

 

and appropriately by chance it turned out the Codes we had to fill in were

C Participant Directed

H Top Heavy

I Permitted Disparity

K Prototype