---
title: "ERISA Form 5500 Schedule Validator"
method: POST
path: "/v1/tools/validate_form5500_schedules"
tags: ["TODO_TAGS_REVIEW", "TODO_AP2_EXPORT_REVIEW"]
---

# ERISA Form 5500 Schedule Validator

`POST /v1/tools/validate_form5500_schedules`

## Request

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

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

## Request body

- object
  - `extension_filed` boolean, required
  - `has_insurance_contracts` boolean, required
  - `has_party_in_interest_transactions` boolean, required
  - `is_multiemployer` boolean, required
  - `participant_count` number, required: Count
  - `plan_type` unknown, required
  - `plan_year_end` unknown, required
  - `schedule_h_beginning_assets` number, required
  - `schedule_h_distributions` number, required
  - `schedule_h_ending_assets` number, required
  - `schedule_h_net_income` number, required
  - `service_provider_comp_over_5000` boolean, required

## Response `200`

Successful tool execution result

- object
  - `applicable_deadline` string
  - `arithmetic_tie` object
    - `expected_ending_assets` integer
    - `reported_ending_assets` integer
    - `ties` boolean
  - `compliant` boolean
  - `disambiguation` string
  - `error_count` integer
  - `extended_filing_deadline` string
  - `filing_deadline` string
  - `is_large_plan` boolean
  - `issues` unknown[]
    - unknown
  - `regulatory_basis` string
  - `required_schedules` string[]
  - `shelf_note` string
  - `table_source` string
  - `table_version` string
  - `warning_count` integer

---

[API](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite.md) · [All operations](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite/llms.txt) · [OpenAPI document](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite/revisions/b462e4f5bb28?raw)