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Form 5500 Preparation

We prepare your filings to help ensure high quality and on-time results! We strive to beat our competitor’s prices; since our fees are lower than most. We manage the entire process so you can devote your time to other management responsibilities. Our full service preparation includes:

  • Leading the process from start to finish,
  • Collecting all information including Schedule C needs,
  • Preparing and submitting Form 5558 extensions and final Form 5500s,
  • Compiling entire form, including all applicable schedules and attachments,
  • Preparing Wrap Plan documents and SPD’s to support combined health and welare benefit filings;
  • Preparing Form 8955-SSA for submission to IRS,
  • Delivering signature ready filings well before the due date,
  • Providing Summary Annual Reports, and
  • Responding to DOL or IRS letters for filings that we prepared.
“I really appreciate the wonderful job you did for our clients. You are so easy to work with and made this a very painless procedure.” Insurance Broker, Ohio