Updated September 22, 2026 • Use the current filing-year instructions.
What the Form 5500 instructions cover
The Form 5500 instructions explain who must file, when the annual return/report is due, which schedules and attachments are required, how filer type and plan size affect reporting, and how the filing is submitted electronically through EFAST2.
Before preparing the return
- Confirm the correct filing form: Form 5500, Form 5500-SF or Form 5500-EZ.
- Determine plan size and filer type under the current instructions.
- Identify required schedules and attachments.
- Gather sponsor, administrator, participant and financial information.
- Review EFAST2 validation, signature and submission requirements.
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.