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e-file Rejection: Form 5500 or 5500-SF-I-104 The Plan Sponsor must be present unless the Administrator DOL rejections I-104

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📊 Step-by-Step Guide

Step 1: Identify what the rejection is telling you

Use this when you need to understand the rejection codes you are seeing.

The Plan Sponsor must be present unless the Administrator signature is present. The following rejection messages may appear:

• I-104SF - The Plan Sponsor Signature must be present unless the Administrator signature is present.
• P-227 - The Plan Administrator's USERID and PIN must be present and valid.
• P-227SF - The Plan Administrator's USERID and PIN must be present and valid.

Step 2: Verify which user types are associated with your DOL User ID and PIN

Use this to confirm whether you have the correct Filing Signer user type.

These rejections can occur when you do not have the Filing Signer user type associated with the User ID and PIN assigned to you by the Department of Labor (DOL). You can verify which user types are associated with your User ID and PIN by:

• Reviewing the welcome e-mail sent to you by the DOL when you initially registered, or
• Logging into your EFAST2 account at https://www.efast.dol.gov/portal/app/login?execution=e1s1.

Step 3: Add the Filing Signer user type if it is missing

Use this when you need to enable the correct signature method for transmission.

If you do not have Filing Signer user type assigned to your User ID and PIN, you must add this user type to your User ID before you can transmit returns using an Option 2 signature method.

You can add this user type by:

• Logging into your EFAST2 account, or
• Calling the DOL at 866-444-3272.

Tags: reject,federal