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What Is a Form 5500? Watch this Video

Andrew Answers / 2 Jan 2018 / 401k Plan Information

Can I Take a Loan From My 401k?

What is a form 5500?

For employees, taxes are done when the W-2 is filed. A business can complete their taxes as early as March 15. Did you know your 401k retirement plan, even for small businesses has a form to file as well?

It’s called a Form 5500 and it reports to the federal government about the overall health and participation in your 401k plan. Andrew Meadows, SVP of HR, Brand, + Culture will give you a quick and easy rundown of what a Form 5500 does and how easy it is to file.

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© 2018 Ubiquity Retirement + Savings / Privacy Policy
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357