DOL Instructions for the Form 5500

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The DOL instructions for Form 5500 can be viewed or downloaded by clicking below:

Plan Year 2011 (Sample Forms)

» Form 5500
Schedule A  |  Schedule C  |   Form 5500-SF  | Schedule G
Schedule H  |  Schedule I  |  Schedule MB  |  Schedule R  |  Schedule SB

Plan Year 2011

Plan Year 2010 (Sample Forms)

» Form 5500
Schedule A  |  Schedule C  |   Form 5500-SF  | Schedule G
Schedule H  |  Schedule I  |  Schedule MB  |  Schedule R  |  Schedule SB

Plan Year 2010

Plan Year 2009 (Sample Forms)

» Form 5500
Schedule A  |  Schedule C  |   Form 5500-SF  | Schedule G
Schedule H  |  Schedule I  |  Schedule MB  |  Schedule R  |  Schedule SB

Plan Year 2009

Plan Year 2008 (Sample Forms)

» Form 5500
Schedule A  |  Schedule C  |  Schedule D  |  Schedule E  |  Schedule G
Schedule H  |  Schedule I  |  Schedule MB  |  Schedule R  |  Schedule SB

Plan Year 2008

Plan Year 2007 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule E
Schedule G  |  Schedule H  |  Schedule I  |  Schedule R

Plan Year 2007

Plan Year 2006 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule E
Schedule G  |  Schedule H  |  Schedule I  |  Schedule R

Plan Year 2006

Plan Year 2005 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule E
Schedule G  |  Schedule H  |  Schedule I  |  Schedule R

Plan Year 2005

Plan Year 2004 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule G
Schedule H  |  Schedule I  |  Schedule P  |  Schedule I  |  Schedule T

Plan Year 2004

Plan Year 2003 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule G
Schedule H  |  Schedule I  |  Schedule P  |  Schedule R  |  Schedule T

Plan Year 2003

Plan Year 2002 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule G
Schedule H  |  Schedule I  |  Schedule P  |  Schedule R  |  Schedule T

Plan Year 2002

Plan Year 2001 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule G
Schedule H  |  Schedule I  |  Schedule P  |  Schedule R  |  Schedule T

Plan Year 2001

Plan Year 2000 (Sample Forms)

» Form 5500
Schedule A  |  Schedule B  |  Schedule C  |  Schedule D  |  Schedule G
Schedule H  |  Schedule I  |  Schedule P  |  Schedule R  |  Schedule T

Plan Year 2000

Plan Year 1999

The IRS instructions for Form 5500, Form 5500C/R, and Schedule B can be viewed or downloaded by clicking on the appropriate links below:

Plan Year 1998

Form 5500  |  Form 5500/R  |  Schedule B

Plan Year 1997

Form 5500  |  Form 5500/R  |  Schedule B

Plan Year 1996

Form 5500  |  Form 5500/R  |  Schedule B