How to File
All 5500-SF filings must be done electronically using the government's EFAST2 processing system. Register as a new user or login to an existing account.
Click on image to download sample of the 2022 5500-SF form.
Click on image to download the complete 5500-SF instructions.
Summary Annual Report (SAR)
The Department of Labor also requires you to make available to plan participants a summary report of your plan(s). There is no "official" form - this is just a text summary of your plan(s) and participant rights. IRS guidelines for the SAR may be found on the IRS website. Examples of SAR reports may be found here.