You simply answer these easy questions and we will do the rest for $499.
We've filed these for people in many different situations, and we always end up in a good spot. They're easy for us to amend or update, so we do that for free for our clients
If you have questions about your 5500 report, just reach out to us via the CHAT WITH US box below. We're online and waiting for you.
More about Form 5500
Who Must File
All employer sponsored plans that have more than $250,000 in value will need to file a Form 5500 with the US Department of Labor every year.
Types of Plans
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Defined contribution plans including 401(k)s
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Defined Benefit Plans
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403(b) Plans
Type of Form 5500
Required filers that hold assets that are not marketable securities (this includes real estate, precious metals, private stock, or other alternative investments) must file the From 5500 and not the Form 5500-EZ or Form 5500-SF.