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This version of the form is not currently in use and is provided for reference only. Download this version of
Form 5500 Schedule D
for the current year.
Form 5500 Schedule D Dfe / Participating Plan Information - Sample
What Is Form 5500 Schedule D?
This is a legal form that was released by the U.S. Department of Labor - Employee Benefits Security Administration on April 13, 2022 and used country-wide. The document is a supplement to Form 5500, Annual Return/Report of Employee Benefit Plan - Sample. As of today, no separate filing guidelines for the form are provided by the issuing department.
FAQ
Q: What is Form 5500 Schedule D?
A: Form 5500 Schedule D is a form used to report information about DFE (Direct Filing Entity) and participating plans.
Q: What does DFE stand for?
A: DFE stands for Direct Filing Entity.
Q: What kind of information is reported on Form 5500 Schedule D?
A: Form 5500 Schedule D reports information about the DFE and the participating plans, such as plan identifiers, trustees or custodians, investment information, and changes in service providers.
Q: Who needs to file Form 5500 Schedule D?
A: Form 5500 Schedule D needs to be filed by DFEs and participating plans that meet certain criteria, such as having more than 100 participants.
Q: Is Form 5500 Schedule D required for all retirement plans?
A: No, Form 5500 Schedule D is not required for all retirement plans. It is only required for DFEs and participating plans that meet certain criteria.
Form Details:
- Released on April 13, 2022;
- The latest available edition released by the U.S. Department of Labor - Employee Benefits Security Administration;
- Easy to use and ready to print;
- Yours to fill out and keep for your records;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a fillable version of Form 5500 Schedule D by clicking the link below or browse more documents and templates provided by the U.S. Department of Labor - Employee Benefits Security Administration.
Download Form 5500 Schedule D Dfe / Participating Plan Information - Sample
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