Compliance Assistance. The new search tool is available here The Labor Department also recently unveiled. The official forms will. The group health plans research files. S. Download & print with other fillable US tax forms in PDF. 6 million annually, $63. These forms provide information about plan activity and assets. Authored on April 26, 2023 by Maria Arriola. Federal Government. On December 29th, 2021, the U. Your Form 5500 entries will be initially screened electronically. Failure to respond to the NOI gets really ugly. Data. . IFILE is available to all registered users with Internet access. The Department of Labor announced changes to Forms 5500 and 5500-SF (short form) and released updated instructions on December 8. Mistakes, omissions, or red flags on your 5500 form can trigger a DoL audit. Department of Labor (DOL) requires retirement plans to file the Form 5500 electronically through the ERISA Filing Acceptance System (EFAST2). An agency within the U. Try it Now!This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Form 5500 (all other filers) 82 hr. The Form 5500 submitted for a CCT or PSA must comply with the Form 5500 instructions for a Large Pension Plan, unless otherwise specified in the forms and instructions. are generally exempt from filing a Form 5500. S. DoL 5500-SF 2018-2023 free printable template Get Form Show details. 5 million health plans, The DOL estimates that the regulations and forms revisions in this proposed rule would impose an annual burden of $514. See Section 3 – Electronic Filing Requirement and the EFAST2 website at. For the first filing year under EFAST 2, signers must register for filing credentials at the DOL Web site. Specifically, the DOL and IRS were required to modify Form 5500 so that members of group DC plans may file a single, aggregated report which satisfies both ERISA and the IRC. S. Please be advised of the below issue related to the 2022 Form 5500 Schedule MB and Schedule SB attachments required for plans with 1,000 or more participants. S. The Form 5500 Series is an important compliance, research, and disclosure tool for the Department of Labor, a disclosure document for plan participants and beneficiaries, and a source of information and data for use by other Federal agencies, Congress, and the private sector in assessing employee benefit, tax, and economic trends and policies. . This tool determines which form type and form year should be used when filing a Form 5500, 5500-SF, or 5500-EZ return/report. S. The DOL penalty for late filing can run. The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare benefit plans. Department of Labor. Beginning in 1975, the Department, the IRS, and the PBGC jointly developed the Form 5500 Series to assist employee benefit plans in satisfying the plan’s annual reporting requirements. Jun 08, 2022. No software installation. If the plan administrator is an entity, the electronic signature must be in the name of an individual authorized to sign. Find Petersen Tax Service in Victoria, with phone, website, address, opening hours and contact info. This search engine identifies Form 5500 and 5500-SF filings received by EFAST2. For Paperwork Reduction Act Notice, see the Instructions for Form 5500. Proper copies of Form 5500s will be made available on January 1, 2024. Harriman Campus Albany, NY 12226. Keep in mind that the Department of Labor has the authority to impose a $2,233 penalty per day for failure or refusal to file a. The informational copies are intended to highlight changes from 2022 to 2023. Pension Plan Actuarial Information Search. In addition, the Internal Revenue Service (IRS) released the 2021 Form 5500-EZ and instructions. You do not need to complete a filing in one session; you. the Form 5500 and Form M-1 Annual Reporting requirements. DOL also offers the Delinquent Filer Voluntary Correction Program (DFVCP). 4 billion in 2021 and $3. AGENCIES. Here, you'll find datasets published through our centralized API, source code you can use in your next project, including complete applications that you can repurpose or help us improve, and. By Phone:. All Form 5500 and 5500-SFs must be completed and filed electronically using EFAST2-approved third-party software or using this website’s IFILE tool. 3. Each year, employee benefit plans are required to submit Form 5500 to EBSA to report information about the. S. Form 5500 was also modified to. If you have failed to file Form 5500 for this past tax year or previous tax years, your organization may be subject to penalties from both the IRS and the DOL. Group health plans that are MEWAs are subject to state laws. Press Done. S. This is a version of Form 5500 for one-participant plans, such as businesses with a single-owner and their spouses that have no other employees. This Department of Labor publication is intended to improve public access to information about the reporting and. Chat with USAGov. Annual Return/Report of Employee Benefit Plan . Posting on the web does not constitute acceptance of the filing by the U. g. Information relating to the PBGC Form 1 is available at or by calling 1-800-736-2444. Department of Labor Employee Benefits Security Administration February 23, 2023. the Form 5500 to reflect pooled employer plans as a type of MEP and implement SECURE Act changes to MEP reporting of participating employer information. As noted in the Final Rule, the Agencies are currently working on broader Form 5500 changes in an effort to modernize the Form 5500 and improve the Agencies’ data collection efforts. The Form 5500 Annual Return/Report serves as the principal source of information and data available to the Department of Labor (DOL or the Department), the Internal Revenue Service (IRS), and the Pension Benefit Guaranty Corporation (PBGC) (collectively the “Agencies”) concerning the operations, funding, and investments of approximately. For more information see the instructions for and the EFAST2 website at 104b-2 g 2 ii. About IFILE. The U. The other changes would be addedWe would like to show you a description here but the site won’t allow us. SAMPLE. Hide details. The U. We would like to show you a description here but the site won’t allow us. Other Group Health Plan. For CMS, the Reporting Period is December 1, 2021, through September 1, 2022. White House; Benefits. ” Small plans using the Form 5500-SF include information about total fees and commissions paid with respectDJ Shaw. Form 5500 is required to be filed with the Department of Labor by the plan administrator and reports information about the plan, including its financial. New 401k Plan Audit Rules for 2023. Informational copies of the IRS 2022 Form 5500-EZ and its instructions will be separately released on the IRS website after Jan. Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation released two Federal Register Notices announcing changes to the Form 5500 Annual Return/Report of Employee Benefit Plan and Form 5500–SF Short Form Annual Return/Report of. These changes are effective for plan years beginning on or after January 1, 2023 and will. Otherwise, you can obtain IRS Form 5500 for the prior year and as far back as 2009 (when the Department of Labor (DOL) began publishing most Form 5500s) at the DOL website. Private Pension Plan Bulletin: Abstract of 2020 Form 5500 Annual Reports. About the Form 5500 The Form 5500, Annual Return/Report of Employee Benefit Plan, including all required schedules and attachments (Form 5500 return/report), is used to report information concerning11794 Federal Register/Vol. Form 5500 Search. Fill out the necessary boxes which are yellow-colored. For plan years beginning on or after January 1, 2009, certain eligible small plans are able to file the Form 5500 -SF “Short Form Annual Return/Report of Small Employee Benefit Plan. Experience a faster way to fill out and sign forms on the web. For more information, see the instructions for . May 14, 2010. When filing the annual Form 5500, the plan sponsor must report whether. This form is required to be filed for employee benefit plans under sections 104The Form 5500 is an annual report, filed with the U. today released informational copies of the 2023 Form 5500, Form 5500-SF, IRS Form 5500-EZ, IRS Form 5558 and their related instructions online. If you need to file a Form 5500 or 5500-SF, please visit our EFAST2 Filing website. Department of Labor, EBSA. 4 billion for plans, participants, and beneficiaries in 2022—down from $2. The Department of Labor administers federal labor laws to guarantee workers' rights to fair, safe, and healthy working conditions, including minimum hourly wage and overtime pay, protection against employment discrimination, and unemployment insurance. ESOP participants must be able to inspect and copy the report. 029 Complete all entries in accordance with instructions to the Form 5500 or the instructions to the form 5500-A. Department of Labor (DOL), the IRS and the Pension Benefit Guaranty Corporation (PBGC) on Feb. S. The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend the Form 5500. To help employers properly administer their 401 (k) plans, in 2022, Foley & Lardner LLP is authoring a series of monthly “401 (k) Compliance Check” newsletters. Do not use 888 or 999 as a PN. The Department of Labor (DOL) has compiled practical tips for some of the most frequently occurring Form 5500 and Form. Department of Labor concerning Title I of ERISA and employee benefit plans may call the. S. The pdf also contains links to other resources and forms related to Form 5500. We would like to show you a description here but the site won’t allow us. The changes to Form 5500 for 2023 also implement changes included in the SECURE Act of 2019 that take effect this year. Otherwise, file the Form 5500-EZ electronically through EFAST2. Specifically, MEPs must identify participating employers in the plan and provide an estimate of the percentage of total contributions for. Other Form 5500 Data Sets. The filing of Form 5500 is a part of the overall reporting framework of the Employee Retirement Income Security Act of 1974 (ERISA). No software installation. Paul Mulholland. Department of Labor (DOL), that contains information about a 401(k) plan's financial conditions, investments, and operations. You can no longer use the Form 5500-SF. For example, the DOL has the authority under ERISA to assess penalties of up to $2,586 per day for each day an administrator fails or refuses to file a complete Form 5500. An estimate of the total annual cost burden associated with the collection, if applicable: N/A. Your work in filing an accurate Form 5500 is important to keep your plan healthy and free from Department of Labor scrutiny. S. There are three variants; a typed, drawn or uploaded signature. 23 released changes to the 2023 Form 5500 and. Press Done. Form 5500 was also modified to implement SECURE Act. +1 250-519-5500. Per usual, the DOL will post online informational copies (or mock-ups) of the Form 5500 series and instructions. The DOL estimates that the regulations and forms revisions in this proposed rule would impose an annual burden of $514. were taken from the Form 5500 data for plan year 2020. Save My Preferences. Albert, a Qualified Pension Administrator (QPA) and Chief of the DOL’s Division of Reporting Compliance, sends 20,000-plus personal emails to Form 5500 contacts for certain “stop-filer” plans to warn of common and potentially cumbersome mistakes. Code section references are to the Internal Revenue Code unless otherwise noted. Requirement and the EFAST2 website at You cannot file a paper Form 5500 by mail or other delivery service. 2 - 1 x. Search Search. Department of Labor, EBSA calculations using the 2021 Medical. The 2020 instructions pdf explains how to complete and file the form, as well as the changes and updates from the previous year. The changes to Form 5500 for 2023 also implement changes included in the SECURE Act of 2019 that take effect this year. DOL Finalizes Significant Form 5500 Changes for 2023 Year. This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service. Contact the Department of Labor. Department of Labor (DOL), Internal Revenue Service and the Pension Benefit Guaranty Corporation (PBGC) recently released changes to the 2023 IRS Form 5500 and its instructions that will impact the audit requirement for many small plan sponsors. The datasets below contain structured data from Form 5500 and Form 5500-SF forms and schedules filed annually. The U. ” Small plans using the Form 5500-SF include information about total fees and commissions paid with respectThe U. ,. Regulators “punted” on defined contribution. Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corporation to simplify and expedite the submission, receipt, and processing of the Form 5500 and Form 5500-SF. Federal Government. The Department of Labor (DOL), Internal Revenue Service (IRS) and Pension Benefit Guaranty Corporation (PBGC) have announced changes to the Form 5500 Annual Return/Report of Employee Benefit Plan and Form 5500–SF Short Form Annual Return/Report of Small Employee Benefit Plan effective for plan years beginning on or after January 1, 2023. S. Every defined contribution and pension plan sponsor is required to file a 5500 to the IRS and. Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA), in conjunction with the Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC), publishes the Form 5500 Annual Return/Report of Employee Benefit Plan (Form 5500) and the Short Form Annual Return/Report of SmallThe most comprehensive data on ESOPs is collected on the Form 5500. Include RIN 1210–AB63 in the subject line of the message. defined contribution plans. 1 million on 804,100 filers, for a total decrease of $64. may be able to file a single Form 5500. EBSA Organizational Chart. Department of Labor’s alternative reporting option for “Eligible Indirect Compensation” in Part 1 of the Schedule C to Form 5500 with respect to this investment in the Fund. Opting for it helps avoid late filing penalties. Department of Labor. Copies of submitted filings are generally publicly available on this. Form 5500/Form 5500-SF Filing Search. Employee Benefits Security Administration . The Department of Labor (DOL), Treasury and Pension Benefit Guaranty Corporation (PBGC) on May 20 released the final revisions to the forms and instructions for the Form 5500 series to be used for reporting concerning plan years beginning on or after Jan. Delinquent sponsors of Form 5500-EZ (“one-participant” plan) may be eligible for penalty relief under IRS Revenue Procedure 2015-32, while delinquent sponsors of Form 5500 0r 5500-SF may request relief using the DOL's Delinquent Filer Voluntary Compliance Program (DFVCP). Form 5500 is the general form for companies with 100 or more. By pmacduff February 7, 2019 in. Easily complete a printable IRS DoL 5500 Form 2014 online. On May 20th, 2022, the DOL, IRS, and the Pension Benefit Guaranty Corporation released their final rule on 2022. These returns/reports are made available to the public. Visit the department. The Proposal includes modifications to the Form 5500 series and applicable regulations to implement the SECURE Act requirement for the development of a consolidated annual report for groups of defined contribution retirement plans. S. Delinquent Filing Penalties. Compliance Assistance. ). 9 million annually in audit cost savings and $0. Form 5500/5500-SF Filing Search. 5500 and are restricted from filing the Form 5500-SF. The version of Form 5500 you’re required to file from the Form 5500 series depends on your business size and structure. S. Form 5500 Filing Search. The proposal would require all MEPs, including PEPs, and DCGs to file the Form 5500 regardless of size. The online system allows you to complete the Form M-1 filing and submit the Form M-1 for your client, provided he or she gives you written authorization to submit it on his or her behalf. These forms must be electronically filed each year by employee benefit plans to satisfy annual. Today we're going to talk a little about filing form 5500 specifically form 5500 easy now 5500 EZ is the IRS and Department of Labor a filing. Department of Labor, Internal. DOL estimates that there are approximately 2. S. As noted in the Final Rule, the Agencies are. This year’s finalized changes focused on pooled employer plans (PEPs), multiple employer plans (MEPs) and additional responsibilities certain plan sponsors. Who Must File Form 5500-EZ You must file Form 5500-EZ for a retirement plan if the plan is a one-participant plan or a foreign plan that is required to file an annual return under section 6058(a). Published Feb 28, 2023. Form 5500. Overview of DOL release with respect to Changes for Form 5500 and Form 5500-SF: • Defined Contribution (DC) Multiple Employer Plans (MEPs):Requirement and the EFAST2 website at You cannot file a paper Form 5500 by mail or other delivery service. If participants are unable to get the annual report from the plan administrator, they may be able to obtain a copy by writing to the U. Form 5500 Department of the Treasury Internal Revenue Service Department of Labor Employee Benefits Security Administration Pension Benefit Guaranty Corporation . Department of Labor. If the DOL finds self-corrected late deposits, some DOL agents will approve the correction and search for other issues. In order to be granted an extension, the Employer/Plan Sponsor must send the IRS a Form 5558 for each ERISA plan subject to Form 5500 obligations. 200204. Find Vancouver Island Cancer Centre in Victoria, with phone, website, address, opening hours and contact info. 200 Constitution Ave NW Washington, DC 20210 1-866-4-USA-DOL. Enter Annual Report Information. is 5,500 hours. Department of Labor Employee Benefits Security Administration Revenue Code (the Code). Home | U. Among these changes include modifications to implement SECURE Act requirements for DC group plans to develop. Calendar year plans have a Form 5500 due date of July 31 st. 1, 2022. Department of Labor, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation (“PBGC”) on February 23 released changes to the 2023 Form 5500 and Form 5500-SF. S. Mail: Office of Regulations and Interpretations, Employee Benefits Security Administration, Attn: RIN 1210–AB63; Annual Reporting and Disclosure, Room N–5655, U. S. Department of Labor (DOL), that contains information about a 401(k) plan's financial conditions, investments, and operations. EFAST2 FAQs. From time to time, the DOL performs random audits on retirement plans to ensure compliance with ERISA’s rules and regulations. 5 million health plans,Follow the step-by-step instructions below to design your dol 5500 instructions form: Select the document you want to sign and click Upload. Otherwise, you can obtain IRS Form 5500 for the prior year and as far back as 2009 (when the Department of Labor (DOL) began publishing most Form 5500s) at the DOL website. Retirement Plan Information . S. Lockton comment: The EBSA offers an amnesty program called the Delinquent Filer Voluntary Compliance Program (opens a new window) for late filers that voluntarily submit tardy Forms 5500. Penalty exposure for late Forms 5500 includes DOL penalties of $2,233 per day (as indexed, with no limit) and IRS penalties of $25 per day (limited to $15,000 per return). 3 Source: U. By Paul Mulholland. Form 5500 Red Flags to Avoid. Comply with our simple actions to get your DoL 5500-SF ready quickly: Select the template from the catalogue. the instructions to the Form 5500. If filing a Form 5500-EZ or the Form 5500-SF as a one-participant plan you are not eligible to use the DFVCP. For more information, see the instructions for Electronic Filing Requirement and the EFAST2 website at. The Department of Labor released informational copies of the Form 5500 series for 2023. The changes to Form 5500 for 2023 also implement changes included in the SECURE Act of 2019 that take effect this year. Defined contribution group plans must wait at least another annual filing cycle to submit a single Form 5500 for their collection of plans. Department of Labor (DOL) to withdraw the revisions it proposed to the Form 5500 reporting requirements for group health and retirement plans. were taken from the Form 5500 data for plan year 2020. Federal Government. The Pension Benefit Guaranty Corporation and Internal Revenue Service also released. In either case, it is best to file Form 5500s. Sonya@dol. The Pension Benefit Guaranty Corporation and Internal Revenue Service also released. 5 million health plans and 673,000 non-health welfare plans, only 63,000 and 21,000 of these plans respectively filed a 2020 Form 5500. The Department of Labor released informational copies of the Form 5500 series for 2023. Per the DOL, the Form 5500 Series is an important compliance, research, and disclosure tool, a disclosure document for plan participants and beneficiaries, and a source of information and data for use by other Federal agencies, Congress, and the private sector in assessing employee benefit, tax, and economic trends and policies. Critical and Endangered Status Notices. 23 released changes to the 2023 Form 5500 and Form 5500-SF. Fill form: Try Risk Free. (To ensure that all payroll records are available, complete the Form 5500-A only when necessary to prove to your payroll administrator that your. SAMPLE. Published. The changes to Form 5500 for defined contribution and defined benefit plans are modest. Get the Dol 5500 schelue a fillable form 2011 accomplished. The Form 5500, Annual Return/Report of Employee BenefitThe U. 1 million on 804,100 filers, for a total decrease of $64. The Form 5500 Pension Plan Research File is an annual edited database consisting of all large private pension plans, and a 5% of small private pension plans for a plan year. Get Form Video instructions and help with filling out and completing rollovers. We would like to show you a description here but the site won’t allow us. SAMPLE; Schedule H (Form 5500) 2021 Page ; 2; 1d; Employer-related investments: (a) Beginning of Year (b)Paul Mulholland. The Department of Labor has launched an aggressive program to determine whether companies are complying with the Form 5500 and associated audit report requirements in a timely way. Get ready for this year's Tax Season quickly and safely with pdfFiller! Create a blank & editable DoL 5500 form, fill it out and send it instantly to the IRS. “The IRS, Department of Labor. The Form 5500 is an annual report, filed with the U. The “Changes to Note” section of the 2021 instructions for each of. Get ready for this year's Tax Season quickly and safely with pdfFiller! Create a blank & editable DoL 5500 form, fill it out and send it instantly to the IRS. The number should be assigned by the Plan Administrator or the Plan Sponsor, and should not be used for any other benefit plan the employer is offering. Menu. Every defined contribution and pension plan sponsor is required to file a Form 5500 annually to the IRS and DOL. Treasury. Under the DOL’s electronic filing system (EFAST2), anyone required to sign a Form 5500 must obtain “filing signer” credentials in the form of two identifiers—a user ID and a PIN—which together serve as a signature. Pension Benefit Guaranty Corporation. The new maximum penalty for a plan administrator who fails or refuses to file a complete or accurate Form 5500 report has been increased to $2,063 a day. As the plan administrator, do we need to obtain electronic credentials? ANSWER: Plan administrators must obtain electronic credentials for Form 5500 filing unless they decide. These changes are effective for plan years beginning on or after January 1, 2023 and will be incorporated into the 2023 Form 5500. The IRS, Department of Labor, and Pension Benefit Guaranty Corporation developed the Form 5500-series returns for employee benefit plans to satisfy annual reporting requirements under ERISA and the Internal Revenue Code. United States Department of Labor, in which the court vacated the policy referenced in FAQ 7 in the New Fiduciary Rule Advice Exemption FAQs below and. Decide on what kind of signature to create. Find BC Cancer Agency in Victoria, with phone, website, address, opening hours and contact info. IFILE allows you to save and print filings as you work on them. Many small business use service providers, such as third party administrators (TPAs), to manage the Form 5500 Series filing process for the plan. The DOL has increased their attention on welfare benefit plans where Forms 5500 may not have been filed. If you are not subject to the IRS e-filing requirements in 26 CFR 301. The U. Opting for it helps avoid late filing penalties. 2560. No paper. Last year, for example, within a few months of the Form 5500 filing, the DOL sent thousands of letters or emails to plan sponsors. 1a b PBGC missed contribution reporting requirements. The DOL, IRS, and PBGC recently released a notice announcing the final. g. Form 5500; Delinquent Filer Voluntary Compliance Program (DFVCP) Audit Quality; Form M-1; Form PR; Compliance Assistance. Department of Labor, the IRS and the Pension Benefit Guaranty Corporation on Feb. Some small plan filers may not qualify to file using the Form 5500-SF and will be required to file the regular Form 5500 along with applicable schedules. This fact sheet has been developed by the U. White House;The Department of Labor, IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. S. Easily complete a printable IRS DoL 5500 Form 2009 online. 200204. The penalty is applicable only to civil penalties assessed after August 1, 2016, whoseForm 5500 is a report that is submitted to the IRS. On each form, the employer will report certain information about. If you are interested in attending our Form 5500 Workshop, you may access the schedule under "Events. This search engine identifies Form 5500 and 5500-SF filings received by EFAST2. In general, all retirement plans, such as profit-sharing and 401(k) plans, must file a Form 5500 for every year the plan holds assets. You can no longer use the Form 5500-SF. We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use. You cannot file a paper Form 5500 by mail or other delivery service. Top Ten Warning Signs Your 401(k. EBSA Regional Offices Department of Labor — Employee Benefits Security Payroll Administration Payroll No. 2. Schedule G (Form 5500) 2020 v. Plan Sponsor Alert: Changes to the 2023 Form 5500. About the Form 5500. In the middle of the screen, you'll see a search box. The DOL, IRS, and PBGC have released the 2022 Form 5500 series, including Form 5500-SF, Schedules, and Instructions. On Dec. This search tool allows you to search for Form 5500 series returns/reports filed since January 1, 2010. Risks Associated with Self-Correction. Your. the instructions to the Form 5500. 200 Constitution Ave NW Washington, DC 20210 1-866-4-USA-DOL 1-866-487-2365 . QUESTION: We will be using a third-party preparer and approved third-party software to submit our Form 5500 under the DOL’s EFAST-2 electronic filing system. Enter "C" or "P," as appropriate, in Part I, line A, as the DFE code. 2009-02. Department of Labor, the IRS and the Pension Benefit Guaranty Corporation today released Federal Register notices that announce. Schedule C (Form 5500) 2023 Page 5 - 1 x Part II Service Providers Who Fail or Refuse to Provide Information 4 Provide, to the extent possible, the following information for each service provider who failed or refused to provide the information necessary to complete this Schedule. In total, the EBSA recovered $1. 9. You must electronically file the Form 5500, the Form 5500-SF, and the Form PR (Pooled Plan Provider Registration). To find out. The additional information, which is described in detail in the instructions to Form 5500. Form 5500 Red Flags to Avoid. It exists to satisfy reporting requirements put forth by the IRS and Department of Labor (DOL). The Department of Labor recently released informational copies of the Form 5500 series for 2023, highlighting changes from the 2022 versions. The Department of Labor released informational copies of the Form 5500. +1 250-405-5500. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2)Opens in a new window. July 13, 2023 Blog / Employee Benefit Plans The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend the Form 5500. Washington – The U.