Form 5500 Preparation

The Form 5500 Series serves as essential documentation to meet the annual reporting obligations outlined in Title I and Title IV of the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code. When organizations accurately complete and submit the appropriate Form 5500, they are providing crucial information to the government regarding their plan’s financial status, investments, and operational details. The overarching goal is to safeguard employee contributions and investments.

One-participant plans, including solo 401(k)s or SDIRA's may have an obligation to file Form 5500-EZ. However, if the total plan assets amount to $250,000 or less, filing is not mandatory. 

Equity Doc Prep will prepare and file Form 5500-EZ for you.