The Plan Document describes the Plan’s terms and conditions related to the operation and administration of a Plan. It is required for each Welfare Benefit Plan an employer maintains which is subject to ERISA, and it must be [...]
You would have to submit an entire Form 5500, including any schedules and attachments, electronically through EFAST2. For more information on filing the Form 5500-EZ, see the instructions for Form 5500-EZ, go to www.irs.gov, or call 1.877.829.5500.
No. You will need to resubmit the entire Form 5500, with all required schedules and attachments, through EFAST2. You cannot submit just the parts of the filing that are being amended.
You do not need to attach a copy of the Form 5558 that was filed with the Internal Revenue Service to the annual return/report in EFAST2. You must, however, keep a copy of the Form 5558 that was [...]
Beginning January 1, 2010, delinquent and amended filings must be submitted electronically through EFAST2 and cannot be submitted on paper through the current EFAST system. A limited exception is available, however, for delinquent and amended 2008 plan year [...]
The individual who transmitted the annual return/report to EFAST2 or the signer(s) of that return/report can check the filing status, using the software used to submit the annual return/report, approximately 20 minutes after submission. The transmitter and filing [...]
No, you only need to register one time for both purposes. The credentials that you get can be used for multiple years and on multiple filings. If the same person serves as both the Plan Sponsor and Plan [...]
Please do not submit a draft annual return/report to EFAST2. When you “submit” an annual return/report, you are sending it to the Government. Do not submit a draft annual return/report to EFAST2 simply because you or your client [...]
You can (and should) “validate” your filing before submitting it. The automatic validation will perform an initial check for errors, such as if Schedule H numbers are not consistent within Schedule H or with the Form 5500. This [...]
If you have a draft annual return/report (Form 5500) that you wish for other people to review, you can export the draft annual return/report. When you do that, you will have an XML file that you can send [...]
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