Form 5500 — filing check Does this client have to file an annual report for the plan year? Every ERISA welfare plan owes one unless an exemption applies, so this looks for the exemption rather than assuming it.
Client
Select… Albuquerque Retail 04 Albuquerque Retail 14 Albuquerque Retail 24 Atlanta Technology 10 Atlanta Technology 20 Chicago Professional Services 08 Chicago Professional Services 18 Dallas Manufacturing 01 Dallas Manufacturing 11 Dallas Manufacturing 21 Denver Retail 09 Denver Retail 19 Lawton Field Services 02 Lawton Field Services 12 Lawton Field Services 22 Los Angeles Technology 05 Los Angeles Technology 15 Los Angeles Technology 25 Miami Manufacturing 06 Miami Manufacturing 16 Miami Manufacturing 26 New York Field Services 07 New York Field Services 17 Phoenix Professional Services 03 Phoenix Professional Services 13 Phoenix Professional Services 23 Check filing requirement