As you may know, Form 5500 is now filed electronically with the Department of Labor (DOL).  (Form 5500EZ is still filed by mail to the Internal Revenue Service.) If you have not already done so, we will need you to provide us with your e-mail address so that we can coordinate the filing of your Form 5500.  Please go to our “Contact” page to provide it to us via e-mail.  Please reference your six-digit plan number and indicate you are providing us your e-mail address for the Form 5500 filing.

Obtaining Your Credentials: In order for you to be able to electronically submit your Form 5500 to the DOL, the DOL requires that you first get “credentials.” To do so, you need to go to their website and follow the steps to receive credentials as a “Filing Signer.” To aid you, we have created a step by step guide to the process. Click here for a PDF of the guide.

Overview of Form 5500: this piece provides a basic overview of Form 5500 and Schedules and contains other helpful information. Click here to download the PDF.

E-Filing Instructions: Once you have your credentials, click here for the instructions you will need in order to actually file your Form 5500.

To e-File your Form 5500 please click here.

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