Marketplace

Form 5500 Preparation

Form 5500 Preparation

Under the requirements of the Employee Retirement Income Security Act of 1974 (ERISA),
an employee benefit plan is required to make an “Annual Report.” This report is filed using a Form
5500 with various attached schedules of information. Although one report is filed, it goes both to the
Internal Revenue Service (IRS) and the Department of Labor (DOL).

Participating Form 5500 Preparation Partners