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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.

Author: Andrew Answers

After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!

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

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