How to FileAll 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.
|
Sample 5500-SF![]() Click on image to download a sample of the 2019 5500-SF form.
|
5500-SF Instructions![]() 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.
|
CONTACT US
Allied National
4551 W. 107th St. #100, Overland Park, KS 66207-4037 Sales Support 888-767-7133 sales@alliednational.com Client Services 800-825-7531 clientservices@alliednational.com |
|
© 2021 Allied National, LLC. All Rights Reserved.
|