Form 5500 Samples and Instructions

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I. On-line "Point-and-Click" Fedform Instructions - Form 5500, (for finding information within your 401(k) software
II. Printable Fedform Instructions - Form 5500
III. Printable IRS Instructions - Form 5500  (PDF for download from the IRS website)

 I. On-line "Point-and-Click" Instructions: Page 1 of 4

Form 5500: Annual Return/Report of Employee Benefit Plan

Click on the highlighted section of the below IRS Form or Schedule to access instructions on where to find the information within your 401k software and companion materials -- or click on the Details, above, to view (or print) a text only page of 401k FedForms instructions for the IRS Form or Schedule.

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 I. On-line "Point-and-Click" Instructions: Page 2 of 4

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 I. On-line "Point-and-Click" Instructions: Page 3 of 4

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 I. On-line "Point-and-Click" Instructions: Page 4 of 4

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II. Printable Fedform Instructions - Form 5500 EZ

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401k Fedforms for 100Participant: 1096, 1099-R, 945, 5500, Schedule H, Schedule P, Schedule T,
401k Fedform Worksheet, End of Year Plan Assets Worksheet, Summary Annual Report

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