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:

Lead the process from start to finish,
Manage the collection process for all information needs,
Prepare and submit Form 5558 extensions, as needed,
Compile entire form, including all applicable schedules and attachments,
Prepare Wrap Plan documents and SPD’s to support combined health and welfare benefit filings;
Prepare Form 8955-SSA for submission to IRS,
Deliver signature ready filings well before the due date,
Provide Summary Annual Reports, and
Respond to DOL or IRS letters for filings, as needed.

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!”

- 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.”

- Senior Center HR Manager, California