Retirement Plans Community Topics
IRS Resources
EP Forms & Publications - 2006 Form 5500 and Related Schedules |
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Forms
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Name
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Title
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Version
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Separate
Instructions?
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Form 5500 |
Annual Return/Report of Employee Benefit Plan |
Standard |
Yes |
Schedule A
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Insurance Information
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Standard
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No
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Schedule B |
Actuarial Information |
Standard |
No |
Schedule C |
Service Provider Information |
Standard |
No |
Schedule D |
DFE/Participating Plan Information |
Standard |
No |
Schedule E |
ESOP Annual Information |
Standard |
No |
Schedule G |
Financial Transaction Schedules |
Standard |
No |
Schedule H |
Financial Information |
Standard |
No |
Schedule I |
Financial Information - Small Plan |
Standard |
No |
Schedule R |
Retirement Plan Information |
Standard |
No |
Schedule SSA |
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits |
Standard |
No |
Additional forms, publications, and ordering instructions may be found at:
www.irs.gov/formspubs/index.html
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