The Form 5500 is required by the IRS and Department of Labor annually. The 5500 provides statistical information about the plan and plan sponsors, reports financial information about the plan, and demonstrates compliance with 401k rules.
The annual information return required to be filed by many ERISA employee benefit plans and by cafeteria plans and educational assistance plans, using the Form 5500 series. Also known as the Annual Report.
form, which must be filed with the DOL for each year in which a qualified plan has assets.