FORM 5500 SF & FORM 5500 EZ DIFFERENCE Must be filed for all employee benefit plans with 100 or more participants at the beginning of the plan year. Must be filed for employee benefit plans with fewer than 100 participants at the beginning of the plan year. Requires more detailed financial and compliance information than Form 5500 EZ. Must be filed electronically using the DOL's EFAST2 system. Can be filed electronically or on paper. Requires less detailed financial and compliance information than Form 5500 SF. B E T W E E N COMPARING THE 2 TYPES OF THE FORM 5500 For preparing and filing the Form 5500 SF, the pension administrators may charge you a small fee. Form 5500 EZ e filed for free. Form 5500 SF Form 5500 EZ www.pensiondeductions.com