OpenChainGraph Suite · ART-401 · Retirement Plans · ERISA Form 5500

ERISA Form 5500 Schedule Validator

Validates the Form 5500 schedule-applicability matrix (plan type and size determine required schedules H/I/A/C/G/MB/SB/R), the Schedule H cross-schedule arithmetic tie, and the filing-deadline calculation (plan-year end plus seven months, plus the Form 5558 extension).

ERISA Sec 103-104 Form-Lint, Not Advice Record Integrity Family

🔒 All validation runs locally in your browser. No data is transmitted. Do not enter real plan data — use synthetic or anonymised inputs only.

⚠ SHELF-ROW NOTE: this is FORM-LINT (structural schedule applicability and arithmetic), not retirement or plan-design advice — it sits in the compliance-mechanics lane, not the advice lane the options-shelf constraint fences off.

Plan characteristics

Plan type

Participant count

Plan year end

Form 5558 extension filed?

Multiemployer plan Benefits provided through insurance contracts (Schedule A) Service-provider compensation over $5,000 (Schedule C, large plans only) Loans / leases / party-in-interest transactions (Schedule G, large plans only)

Schedule H figures (large plans only)

Beginning-of-year assets

Net income

Distributions

End-of-year assets (reported)

Required schedules

Schedule H arithmetic tie

Filing deadline

Issues

Execution Hash (SHA-256)