EP Forms & Publications - 2007 Form 5500 and Related Schedules |
|
Forms
The freely available Adobe Acrobat Reader software is required to view, print, and search the items listed below.
|
Name
|
Title
|
Version
|
Separate
Instructions?
|
Form 5500 |
Annual Return/Report of Employee Benefit Plan |
Standard
|
Yes
|
Schedule A
|
Insurance Information
|
Standard
|
No
|
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
|
|
|
|
Page Last Reviewed or Updated: January 16, 2009