Form 5500 Preparation, Stress-Free
Form 5500 Preparation, Stress-Free
Form 5500 Preparation, Stress-Free
Form 5500 Preparation, Stress-Free
Professional guidance from start to finish.
Professional guidance from start to finish.
Professional guidance from start to finish.
Call Us Today at 847-989-7338
Call Us Today at 847-989-7338
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Services We Provide
Services We Provide
Services We Provide
Quality Form 5500 Preparation
We prepare your filings to ensure high quality and on-time results!
Form 5500 Preparation Training
We utilize a variety of effective training tools and methods that have been proven to be successful.
Form 5500 Reviewer Training
For managers that review 5500 filings and are not sure what it all means, we can help with providing an overview of each schedule and how to confirm the schedules tie to each other and to the Auditor’s Report.
Form 5500 Consulting
We serve as a professional reviewer by performing a thorough review of each filing and assist with responding to any DOL or IRS correspondence.
Health and Welfare Wrap Plan Document and Wrap SPD Services
We can create health and welfare wrap documents which are required when benefits are reported on a combined Form 5500 filing.
A Little About Us
A Little About Us
Linda T. Fisher 5500 Consulting, LLC is your expert partner in Form 5500 reporting. Led by Linda T. Fisher, a veteran with over 30 years of experience in employee benefits compliance, we manage the complex Form 5500 process for businesses of all sizes. Prior to starting her own firm, Linda served as a Form 5500 Expert at Aon Hewitt. She holds a Finance degree and an MBA.
Linda T. Fisher 5500 Consulting, LLC is your expert partner in Form 5500 reporting. Led by Linda T. Fisher, a veteran with over 30 years of experience in employee benefits compliance, we manage the complex Form 5500 process for businesses of all sizes. Prior to starting her own firm, Linda served as a Form 5500 Expert at Aon Hewitt. She holds a Finance degree and an MBA.
FAQ
How do I find submitted Form 5500 filings to confirm they were successful and to view going forward?
The Department of Labor created an easy to use website where you just need to enter the plan sponsor name or EIN to locate all 5500 filings submitted for that sponsor. Note that this site was created to post 2009 plan year filings and future filings. If you submitted any prior year filings, they will not appear on this site. Here is the link: Form 5500/5500-SF Filing Search To obtain prior to the 2009 plan year filings (without attachments) you can register on this site: FreeERISA. A confirmation will be sent back to you shortly after you register. You can locate Form 5500 filings for the past few years (e.g. 2008, 2007) on this site, however, the auditor’s report and other attachments will not be shown.
On the Form 5500, for what purpose can I check the “Special Extension” box?
You must only use the “Special Extension” box for extensions announced by the IRS, DOL, or PBGC such as presidentially-declared disasters or for service in, or in support of, the Armed Forces of the United States in a combat zone. (See the Form 5500 instructions for “Other Extensions Of Time To File” and Part I, Line C.)
What can I do if I missed the Form 5500 due date and did not file a Form 5558 extension before the due date?
Sorry to hear you missed the due date; but there is still good news. The Department of Labor (DOL) has a reduced penalty program for Plan Sponsors to come forward regarding their late filings called the Delinquent Filers Voluntary Compliance Program (DFVCP). This program has been in effect many years and since its inception, the DOL reduced the related fees even more. Whether you missed the filing’s original due date and did not submit an extension, or missed the extended due date, this program is the recommended way to go! And the IRS has agreed not to charge their own penalties for filings submitted under this program.
How do I find submitted Form 5500 filings to confirm they were successful and to view going forward?
The Department of Labor created an easy to use website where you just need to enter the plan sponsor name or EIN to locate all 5500 filings submitted for that sponsor. Note that this site was created to post 2009 plan year filings and future filings. If you submitted any prior year filings, they will not appear on this site. Here is the link: Form 5500/5500-SF Filing Search To obtain prior to the 2009 plan year filings (without attachments) you can register on this site: FreeERISA. A confirmation will be sent back to you shortly after you register. You can locate Form 5500 filings for the past few years (e.g. 2008, 2007) on this site, however, the auditor’s report and other attachments will not be shown.
On the Form 5500, for what purpose can I check the “Special Extension” box?
You must only use the “Special Extension” box for extensions announced by the IRS, DOL, or PBGC such as presidentially-declared disasters or for service in, or in support of, the Armed Forces of the United States in a combat zone. (See the Form 5500 instructions for “Other Extensions Of Time To File” and Part I, Line C.)
What can I do if I missed the Form 5500 due date and did not file a Form 5558 extension before the due date?
Sorry to hear you missed the due date; but there is still good news. The Department of Labor (DOL) has a reduced penalty program for Plan Sponsors to come forward regarding their late filings called the Delinquent Filers Voluntary Compliance Program (DFVCP). This program has been in effect many years and since its inception, the DOL reduced the related fees even more. Whether you missed the filing’s original due date and did not submit an extension, or missed the extended due date, this program is the recommended way to go! And the IRS has agreed not to charge their own penalties for filings submitted under this program.
How do I find submitted Form 5500 filings to confirm they were successful and to view going forward?
The Department of Labor created an easy to use website where you just need to enter the plan sponsor name or EIN to locate all 5500 filings submitted for that sponsor. Note that this site was created to post 2009 plan year filings and future filings. If you submitted any prior year filings, they will not appear on this site. Here is the link: Form 5500/5500-SF Filing Search To obtain prior to the 2009 plan year filings (without attachments) you can register on this site: FreeERISA. A confirmation will be sent back to you shortly after you register. You can locate Form 5500 filings for the past few years (e.g. 2008, 2007) on this site, however, the auditor’s report and other attachments will not be shown.
On the Form 5500, for what purpose can I check the “Special Extension” box?
You must only use the “Special Extension” box for extensions announced by the IRS, DOL, or PBGC such as presidentially-declared disasters or for service in, or in support of, the Armed Forces of the United States in a combat zone. (See the Form 5500 instructions for “Other Extensions Of Time To File” and Part I, Line C.)
What can I do if I missed the Form 5500 due date and did not file a Form 5558 extension before the due date?
Sorry to hear you missed the due date; but there is still good news. The Department of Labor (DOL) has a reduced penalty program for Plan Sponsors to come forward regarding their late filings called the Delinquent Filers Voluntary Compliance Program (DFVCP). This program has been in effect many years and since its inception, the DOL reduced the related fees even more. Whether you missed the filing’s original due date and did not submit an extension, or missed the extended due date, this program is the recommended way to go! And the IRS has agreed not to charge their own penalties for filings submitted under this program.
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What do our customers say?
What do our customers say?
What do our customers say?
“I really appreciate the wonderful job you did for our clients. You are so easy to work with and made this a very painless process.”
- Insurance Broker, Ohio
“Linda did an excellent job of going through all of the reporting requirements and is very knowledgeable. I feel more comfortable now and have the resources to find answers to my questions. Excellent job!”
“Linda did an excellent job of going through all of the reporting requirements and is very knowledgeable. I feel more comfortable now and have the resources to find answers to my questions. Excellent job!”
- Financial Reporting Supervisor, Bismarck, North Dakota
“Thank you very much for your expertise, diligence, and professionalism in seeing that our filing was completed properly and submitted in a timely manner.”
“Thank you very much for your expertise, diligence, and professionalism in seeing that our filing was completed properly and submitted in a timely manner.”
- Senior Center HR Manager, California
Contact Us
Business Address:
Business Address:
Linda T. Fisher 5500 Consulting LLC
318 Half Day Road - Suite 205
Buffalo Grove, IL 60089
Linda T. Fisher 5500 Consulting LLC
318 Half Day Road - Suite 205
Buffalo Grove, IL 60089
Let us know how we can assist you!
Let us know how we can assist you!
Phone:
Email:
Business Address:
Linda T. Fisher 5500 Consulting LLC
318 Half Day Road - Suite 205
Buffalo Grove, IL 60089
Let us know how we can assist you!