Benefits Compliance
Form 5500 Filings
Stay compliant with annual benefit plan reporting requirements. Catapult prepares and files your Form 5500 so you never miss a deadline.
Get StartedThe Requirement
What Is Form 5500?
Form 5500 is the annual return/report required by the Department of Labor (DOL), IRS, and Pension Benefit Guaranty Corporation for employee benefit plans. It provides the federal government with information about a plan’s operations, financial condition, and investments.
Most employee benefit plans with 100 or more participants must file Form 5500 annually. Smaller plans may need to file Form 5500-SF. Failure to file can result in penalties of $250 per day, up to $150,000 from the DOL alone.
Who Must File?
Key Deadlines
Filing Deadlines & Penalties
Standard Deadline
Form 5500 is due by the last day of the 7th month after the plan year ends. For calendar-year plans, that means July 31.
Extension Available
A 2.5-month extension can be filed using Form 5558, pushing the deadline to October 15 for calendar-year plans.
Late Filing Penalties
The DOL can assess penalties of $250/day up to $150,000. The IRS can add $250/day up to $150,000 separately.
Our Service
How Catapult Helps
Catapult takes the complexity out of 5500 filings so you can focus on running your business.
- Determine filing requirements for each of your benefit plans
- Gather and organize required plan and financial data
- Prepare and electronically file Form 5500 or 5500-SF via EFAST2
- Coordinate with auditors when an audit is required (plans with 100+ participants)
- Track deadlines and manage extensions when needed
- Maintain filing records for DOL and IRS compliance
Never Miss a 5500 Deadline
Let Catapult handle your Form 5500 filings. We manage the details, deadlines, and compliance so you don’t have to.
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