EFAST2 is an all-electronic system designed by the
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. These forms must be
electronically filed each year by employee benefit
plans to satisfy annual reporting requirements under
the Employee Retirement Income Security Act (ERISA) and
the Internal Revenue Code. Under EFAST2, filers choose
between using EFAST2-approved
vendor software or this website (IFILE) to prepare and
submit the Form 5500 or Form 5500-SF. Completed forms
are submitted via the Internet to EFAST2 for
processing.
If you filed a Form 5500/5500-SF last year and are
returning to EFAST2, login
and go to User Profile to review your PIN and other
registration information.
If you are new to EFAST2, register
for an EFAST2 account if you are preparing, signing, or
submitting a completed Form 5500/5500-SF.
To search for Form 5500/5500-SF filings submitted via
the EFAST2 system, use the Form
5500/Form 5500-SF Search.
People are Asking...
New and Noteworthy
- On November 13, 2018, DOL released advance
copies of 2018 Form 5500 • Press
Release
- Filers
should not complete the new IRS compliance questions
on the Forms 5500 and 5500-SF, and Schedules H, I, and
R for the 2015 or 2016 plan year. These questions are
removed from the 2017 Form 5500 series. "Exceptions" under
"Who Must File" on the 2014 Instructions for Schedule R
will continue to apply for filing the 2015, 2016, and 2017 Form 5500.
- Form
5500 Improvement and Modernization Proposal
- Effective January 1, 2014, IFILE will no longer
keep Form 5500s and 5500-SFs that filing authors last
updated more than a year ago and have not submitted to
the Government
- Technical
Updates to Delinquent Filer Voluntary Compliance
Program •
Fact Sheet •
Frequently Asked Questions •
News Release
- New 5500
Version Selection Tool will help you determine which
version of the Form 5500 and schedules to use.
- Effective March 29, 2011, the address for the
Delinquent Filer Voluntary Compliance Program (DFVCP)
lockbox will change to: DFVC DOL, PO Box 71361,
Philadelphia, PA 19176-1361. There is no overnight
delivery address. Note that submissions to the DFVCP
also can be done electronically. To do so, follow the
DFVCP penalty calculator instructions for online
payment.
- EBSA
announces new E-signature option for Form 5500 and
5500-SF electronic filing •
Fact Sheet •
FAQ for Small Businesses •
Update to the EFAST2 FAQ