Form 5500

Starting for plan years beginning on or after January 1, 2009, the Annual Return Form 5500 must now be filed electronically with the Department of Labor.

Electronic filing offers a significant cost savings to the government and it increases the speed and accuracy of processing. For a Plan Sponsor and the Plan Service Provider, it offers immediate acknowledgement that a filing has been received by the government. It also incorporates immediate feedback to the filer of virtually all errors that previously would have generated correspondence letters to the plan sponsor, weeks, months or even years later.

This page is to help you, as the Plan Sponsor, with these requirements.

Instructions on how to file the Form 5500  

Sign

Step One:
Once you receive the email from your EJReynolds Administrator that your Form 5500 is ready to be filed, please log onto our Form 5500 Portal. 
After logging on, select the option to "Print and Sign 5500".

Step Two:
Before you may sign the Form 5500 you must print a hard copy for your file.  You may print the hardcopy by clicking the
"Print 5500" button.

Once you have read through the filing and find it acceptable, sign the printed copy with a "wet" signature. Keep your signed copy in a safe place. A paper copy will not be sent to the Department of Labor but an electronic version will be sent once you electronically sign.

Step Three:
Finally, verify that the Name, User ID and Pin entered exactly match (including punctuation and spacing) what you entered/received from the DOL registration process. If it does not exactly match click the button 'Change Name' to change the name on this 5500.  Once you have verified the information is correct, click "Sign 5500".  You will receive a confirmation almost immediately on the status of your Form 5500.  Any problems that arise when filing the Form 5500 will be sent to your EJReynolds Administrator.  They will contact you if needed.

If you do not have your signing credentials you will need to obtain them from the Department of Larbor's EFAST 2 system.  Please click here for detailed instructions on how to obtain filing credentials.

Register

Registration Confirmation

Once you have registered with the Department of Labor,  let EJReynolds know who is authorized to sign the Form 5500 by completing this form.   Confirmation Form

More Information

With you in mind, EJReynolds has put together several guides to help you with the electronic filing requirements of the Form 5500.

If you have any additional questions regarding the Form 5500, please contact your EJReynolds Plan Administrator at (954) 431-1774.

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