401kAllTheWay Posted April 22 Posted April 22 I have searched various websites without much help. The form 5500 site only goes back to 2010. If a Plan was supposed to terminate in the early 2000’s but assets were never brought to $0.00, how do you find this Plan?
Paul I Posted April 22 Posted April 22 Here is some information from the DOL about retrieving forms earlier than 2009: If you are unable to find a filing that you believe has been submitted, please contact the EFAST2 Help Desk at 866-463-3278. Form 5500 Bulk Image service provides bulk downloading of filed Form 5500 Annual Returns in PDF Format. This service is intended to be used by developers who would write scripts to automate the downloading of files. For plan years 2008 and prior, this service includes the images (including forms, schedules, and any attachments) of the filing. For 2009 and later plan years, this service provides the images (attachments) and populated facsimiles (forms and schedules) of the filing. For access to the Form 5500 bulk image service, email foiarequest@dol.gov with the subject "EBSA Form 5500 image service request" and provide your contact information in the body of the email. ugueth 1
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