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)

Ask your agent

Copy this paragraph into Claude, OpenClaw, or any MCP-aware agent to run this exact tool, with this sample, and verify the artifact.

Run the AINumbers MCP tool `validate_form5500_schedules`. Task: Validate 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).
Call it with arguments: {"policy_parameters":{"plan_type":"defined_benefit","is_multiemployer":false,"has_insurance_contracts":true,"service_provider_comp_over_5000":true,"has_party_in_interest_transactions":true,"participant_count":250,"plan_year_end":"2025-12-31","extension_filed":false,"schedule_h_beginning_assets":1000000,"schedule_h_net_income":50000,"schedule_h_distributions":20000,"schedule_h_ending_assets":1030000}}
Verify before trusting: call `verify_execution_hash` on mcp.ainumbers.co (https://mcp.ainumbers.co/mcp) with the parameter `claimed_hash` set to the returned `execution_hash`, passing the full artifact the run returned (the object containing `policy_parameters` + `output_payload` + `execution_hash`; equivalently `policy_parameters` + `output_payload` with `claimed_hash`), not the bare hash string.
Return the ledger link https://ledger.ainumbers.co/ so a human can re-verify without contacting us.
PII rule: All inputs are processed locally in your browser. No data is transmitted. Do not enter real personal data — use synthetic or anonymised inputs only.
Open the tool with the sample prefilled: https://ainumbers.co/chaingraph/art-401-validate-form5500-schedules.html#p=v1.H4sIAAAAAAAA_wF9AYL-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