Form 5500 Tools
Free, interactive tools for plan sponsors, advisors, and administrators — built on the same public DOL Form 5500 data that powers our filing search.
Form 5500 Deadline Calculator
Enter your plan year-end to get the filing deadline, the Form 5558 extension date, and a DFVCP late-penalty estimate.
Form 5500 Filing Requirement Quiz
Answer a few questions to see whether you must file Form 5500, which version (5500 / SF / EZ), and whether an audit is required.
Prefer to read first?
The Form 5500 guides explain deadlines, schedules, and how to read a filing.