Services
Because Compliance Matters...
Our team at 5500 Source provides filing preparation services for companies with all types of employee benefit plans, including defined benefit, defined contribution, and welfare benefit plans as well as entities filing as a Direct Filing Entity.
We manage all aspects of the Form 5500 process, from beginning to end. Our team of Form 5500 Filing Services specialist provides the following services:
- Complimentary review of your current Form 5500 filing(s)
- Preparation of Forms 5500/5500-SF
- Automatic completion and filing of Form 5558 extensions
- Reconciliation of Form 5500 with audited financial statements
- Aggregation of data from multiple service providers, if applicable
- Electronic submission of the Form 5500 using the EFAST Filing Acceptance System
- Preparation of the Summary Annual Report (SAR)
- Amend prior Form 5500 filings
Correction Programs Assistance
If plan administrators fail to file Form 5500 by the annual filing deadline, a missed filing can be corrected by using the DOL Delinquent Filer Voluntary Correction Program (DFVCP).
Our team of Form 5500 Filing Services specialists can help guide you through correcting plan errors to remain in compliance with the DOL and IRS.
Our Knowledge & Experience
Our team of Form 5500 Filing Services specialists has over 50 years of combined experience, spanning across program management, audit and regulatory. Our comprehensive white glove services provides you give you everything you need from 5500 filing requirements, along with a seamless experience.