Windows software for law offices from ERICH Incorporated

Free Form 5500 tool

Form 5500, 5500-SF or 5500-EZ?

Use this short screening tool to identify the filing path you should review in the current official instructions.

Filing Form Screening

Schedule Selector

This tool intentionally does not make a legal filing determination. Form 5500-SF eligibility and exemptions depend on details in the current instructions.

Official source: U.S. Department of Labor — Form 5500 Series. The DOL also provides its own Form 5500 Version Selection Tool for form-year/version questions.
Reference-only page: LawFirmSoftware.com is not currently offering Form 5500 software for sale. This free page remains available as a filing reference. Browse Form 5500 resources.
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