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The Form 5500 Annual Return/Report is used to report information concerning employee benefit plans, Direct Filing Entities (DFEs), and fringe benefit plans. Any administrator or sponsor of an employee benefit plan subject to ERISA requirements must annually use Form 5500 to file certain information about each plan.
The files are in Adobe portable document format (PDF), which requires the use of Adobe Acrobat Reader.
Adobe Acrobat Reader is available, without charge, at the Adobe website.
After you finish your federal tax return, your information will accurately and automatically transfer into your state return. Just answer a few state specific questions, and you're done.
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