Annual Reporting

Form 5500 Filing Walkthrough for Users With EFAST2 Credentials But No LOGIN.GOV Account

Walkthrough of the Form 5500 signing process with step by step instructions to create a LOGIN.GOV account and link and retrieve your existing EFAST2 signing credentials.

First Time Form 5500 Filer LOGIN.GOV and EFAST2 Set Up

Walkthrough of the Form 5500 filing process for first time filers. Includes step by step instructions of set up of the EFAST2 and Login.gov accounts needed to e-file.

How to Recover Your EFAST2 Credentials for Form 5500 Filing

Explains how to obtain credentials to sign the Forrm 5500 for new and returning users.

My Plan Is in the Process of Terminating, Do We Need to File Form 5500?

Explains that terminating plans must still file a Form 5500.

Form 5500 Filing Walkthrough for Users With EFAST2 Credentials and Login.gov Accounts

Walkthrough of the Form 5500 filing process. Includes step by step instructions for retrieving EFAST2 User ID and PIN (signing credentials) for prior filers.

What Information Is Reported on Form 5500?

Explains sections of the Form 5500 that we get the most questions about and what information is reported.

What Is the Form 8955-SSA?

Explains what Form 8955-SSA is and when it should be filed.

How Do I Update Information on My Form 5500?

Explains how to update company and ERISA/Fidelity bond information on Form 5500.

What Happens If I File My Form 5500 Late?

Explains the consequences of filing Form 5500 late and outlines the steps to correct and submit a late filing.

What Is a Form 5500?

Explains what a Form 5500 is and when it is needed.