Step-by-Step Instructions for Filing Form 5500 Electronically

Do you have questions about filing your Form 5500 electronically? Elliott Davis has created step-by-step instructions to make this process as easy as possible for you.

Effective January 1, 2010, all Form 5500 Annual Returns/Reports of Employee Benefit Plan and all Form 5500-SF Short Form Annual Returns/Reports of Small Employee Benefit Plan for 2009 and 2010 plan years, and any required schedules and attachments, must be completed and filed electronically using EFAST2-approved third-party software or using iFile.

The Elliott Davis team is here to assist you with Form 5500 preparation as well as submitting your e-filing. Please contact us if you need assistance.