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5500 Preparation To Save You Time and Ensure Compliance
If you are an employer with 100 or more plan participants, you are required to file an annual return/report regarding the plan’s financial condition. You generally can satisfy this requirement by filing the Form 5500 and distributing the Summary Annual Report (SAR) to plan participants.
Our services include: - Preparing or reviewing Form 5500 and/or Form 5558 drafts and related attachments
- Assisting with consolidation of Form 5500 filings
- Delivering signature-ready drafts
- Assisting with IRS and DOL inquiries
- Preparing and delivering draft SAR (Summary Annual Reports) for distribution to employees
- Assisting new clients with delinquent filings
Electronic Filing Mandate
The EBSA has issued final regulations requiring all Form 5500s to be filed electronically effective for plan years beginning on January 1, 2008. Sullivan Benefits is prepared to assist you with this new filing procedure once finalized. Call 508.471.9017 or email us today to learn more or Ask the Expert your specific question.
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