5500 E-file: Form 5500 Pension Benefit Plans Numbered Greater than 500 - DOL Criteria for Final Year XML Elements

Please check the XML after creating the e-file to match all of the element values below.

Form5500/n1:SubtlActRtdSepCnt = 0 and

Plan number (n1:FilingData/n1:Form5500/n1:SponsDfePlanNum) greater than 500)

Below are the changes to be made in the Organizer or Tax Form 5500:

  1. Navigate to Organizer > 5500 Series > Plan Name > Basic Plan Information > Basic Plan Information.
  2. Select the option for Final Return.

  3. Navigate to Organizer > 5500 Series > Plan Name > 5500 > Form 5500 >5500 Information.
  4. In the Type of Funding Arrangement section, only Insurance OR General assets of the sponsor are checked.

  5. Ensure that the following XML element is as shown:

    n1:FilingData/n1:Form5500/n1:SubtlActRtdSepCnt = 0
  6. Navigate to Tax Forms > Form 5500 > Page 2. Line 6d should be NONE.

 

 

 

E-file/5500_ef_final_year_5.htm/TY2021

Last Modified: 02/17/2020

Last System Build: 08/30/2022

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