BASIC ESOP ADMINISTRATION - The ESOP Association

John Burgess - Seyfarth Shaw LLPJonathan Markham – Blue Ridge ESOP AssociatesForm 5500 – Annual Return/Report ofEmployee Benefit Plan• Information Return that must be filed electronically.• Large vs. Small Plans – 80-120 Participant Rule• Due Date:▫ The end of the 7 th month following the last day of theplan year▫ Form 5558 – Extension of Time• Gives an additional 2 ½ months• Must be filed before the original Form 5500 due date• Open to public inspections▫ www.efast.dol.gov