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Federal forms, ICRs, and supporting documents

Information Collection

Annual Return/Report of Employee Benefit Plan

IC 40957 under ICR 202504-1545-007 · OMB 1545-1610.

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Information Collection (IC) Details

View Information Collection (IC)

Annual Return/Report of Employee Benefit Plan
 
No Modified
 
Mandatory
 

Document Type Form No. Form Name Instrument File URL Available Electronically? Can Be Submitted Electronically? Electronic Capability
Instruction 2025 Form 5500SF Instructions 250312 - Clean.docx Yes No Printable Only
Form 5500 Annual Return/Report of Employee Benefit Plan 250312 Form 5500 - Clean.docx Yes Yes Fillable Fileable
Form 5500 SF Short Form Annual Return/Report of Small Employee Benefit Plan 250312 Form 5500-SF - Clean.docx Yes Yes Fillable Fileable
Form Sch A (Form 5500) Insurance Information 250312 Sch A - Clean.docx Yes Yes Fillable Fileable
Form Sch C (Form 5500) Service Provider Information 250312 Sch C - Clean.docx Yes Yes Fillable Fileable
Form Sch D (Form 5500) DFE/Participating Plan Information 250312 Sch D - Clean.docx Yes Yes Fillable Fileable
Form Sch G (Form 5500) Financial Transaction Schedules 250312 Sch G - Clean.docx Yes Yes Fillable Fileable
Form Sch H (Form 5500) Financial Information 250312 Sch H - Clean.docx Yes Yes Fillable Fileable
Form Sch I (Form 5500) Financial Information Small Plan 250312 Sch I - Clean.docx Yes Yes Fillable Fileable
Form Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information 250312 Sch MB - Clean.docx Yes Yes Fillable Fileable
Form Sch R (Form 5500) Retirement Plan Information 250312 Sch R - Clean.docx Yes Yes Fillable Fileable
Form Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information 250312 Sch SB - Clean.docx Yes Yes Fillable Fileable
Instruction 2025 Form 5500 Instructions 250312 - Clean.docx Yes No Printable Only
Form Schedule MEP (Form 5500) MULTIPLE-EMPLOYER RETIREMENT PLAN INFORMATIO 250312 Sch MEP - Clean.docx Yes Yes Fillable Fileable
Form Form DCG Individual Plan Information 250312 Sch DCG - Clean.docx Yes Yes Fillable Fileable

General Government Taxation Management

 

984,008 679,497
   
Private Sector Businesses or other for-profits
 
   99 %

  Approved Program Change Due to New Statute Program Change Due to Agency Discretion Change Due to Adjustment in Agency Estimate Change Due to Potential Violation of the PRA Previously Approved
Annual Number of Responses for this IC 984,008 0 0 0 0 984,008
Annual IC Time Burden (Hours) 1,878,544 0 0 0 0 1,878,544
Annual IC Cost Burden (Dollars) 0 0 0 0 0 0

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            Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.
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