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Form 5500


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Compliance Solutions

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Trust Accounting &

Financial Statements

Form 5500

Don’t risk the high-dollar penalties associated with late or incomplete Form 5500 filings. 5500PrepPro has the expertise necessary to assist in managing and maintaining compliance in the annual filing of your Form 5500.

Compliance Testing & Solutions

Outsource partner for Third Party Administrators to perform compliance testing mandated by IRS regulations for defined contribution plans. Will summarize and provide corrective measures necessary to pass the annual testing to prove that the plan does not discriminate in favor of highly compensated employees or exceed prescribed limitations.

Trust Accounting & Financial Statements

Well versed in trust reconciliations for retirement plans using accounting software to assist Third Party Administrators (TPAs) with the proper asset breakdown and classification of transaction used in valuations and Form 5500 Preparation. We also assist companies and auditors with preparing the financial statements included in the audit to accompany the Form 5500 filing.

Contact us today for a free initial consultation. We are low pressure and will work hard to earn your trust.

5 Reasons
to Outsource
5500 Filings

  • Core Competency

    Without devoting energy to Form 5500 preparation, a company can use internal resources more efficiently.

  • Cost Savings

    Save money in the long run; hire a professional and avoid Department of Labor (DOL) audits.

  • Access to Specialized Skills

    Leverage the knowledge and skills of a professional that prepares 5500’s on a daily basis. Gain insight and value.

  • Consistency and Reliability

    Outsourcing can minimize the impact of employee turnover when you have a reliable company that is responsible for the filing from year-to-year.

  • Mitigate Your Risk

    Hiring an experienced professional substantially reduces the possibility of having your filing rejected or receiving a notice.

“Kate has always notified me in advance of any changes in legislation or process. She has a way of making you feel comfortable that you can rely on her to get the job completed by the deadline. I definitely would recommend her to assist your company with maintaining your Form 5500 preparation.”

Benefits Coordinator