TODO_TAGS_REVIEW
TODO_AP2_EXPORT_REVIEW

ERISA Form 5500 Schedule Validator

Validates a Form 5500 schedule-applicability matrix (plan type and size determine required schedules H/I/A/C/G/MB/SB/R), a Schedule H cross-schedule arithmetic tie (ending assets equal beginning assets plus net income minus distributions), and the filing-deadline calculation (plan-year end plus seven months, with the Form 5558 two-and-a-half-month extension). This is form-lint -- structural schedule applicability and arithmetic -- not retirement or plan-design advice; it sits in the compliance-mechanics lane of the options-shelf constraint, not the advice lane. Part of the record-integrity family alongside lint_metro2_record (art-398), lint_x12_claim_records (art-399), and check_official_statement_completeness (art-400).

Tool URL: https://ainumbers.co/chaingraph/art-401-validate-form5500-schedules.html

post/v1/tools/validate_form5500_schedules

Request

  • Base URL: https://ainumbers.co
  • URL: https://ainumbers.co/v1/tools/validate_form5500_schedules
  • Auth: none declared

Request body

extension_filedboolean required
has_insurance_contractsboolean required
has_party_in_interest_transactionsboolean required
is_multiemployerboolean required
participant_countnumber required

Count

plan_typeunknown required
plan_year_endunknown required
schedule_h_beginning_assetsnumber required
schedule_h_distributionsnumber required
schedule_h_ending_assetsnumber required
schedule_h_net_incomenumber required
service_provider_comp_over_5000boolean required

Response

Successful tool execution result

applicable_deadlinestring
compliantboolean
disambiguationstring
error_countinteger
extended_filing_deadlinestring
filing_deadlinestring
is_large_planboolean
regulatory_basisstring
required_schedulesstring[]
shelf_notestring
table_sourcestring
table_versionstring
warning_countinteger

Changes

No recorded changes to this operation across all 1 revision of this API.