Form 5500 filing check
form_5500_checkChecks whether an employee benefit plan likely needs a Form 5500 and when it is due (last day of the 7th month after plan year end; Form 5558 extension), with the small unfunded/insured welfare plan exemption flag. Cites IRS and DOL rules and links the ALK Benefits Compliance Desk. Read-only, not legal advice.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"plan_type": "<plan_type>",
"plan_year_end": "<plan_year_end>"
},
"name": "form_5500_check"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| plan_type | Yes | retirement (401k, pension) or welfare (health, dental, life, disability) | |
| plan_year_end | Yes | Plan year end date YYYY-MM-DD (e.g. 2025-12-31) | |
| welfare_funding | No | Welfare plans only: how benefits are paid | |
| participants_at_start_of_year | No | Participants at the beginning of the plan year |