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Form 5500

When is a Form 5500 a Final Return? Form 5500

When is a Form 5500 a Final Return?

When is a Form 5500 a Final Return? The instructions state that you check Line…

5500tg_SUPAdminOctober 23, 2025

Voluntary Benefits and the Form 5500 Form 5500

Voluntary Benefits and the Form 5500

Voluntary Benefits and the Form 5500 When are voluntary benefits subject to ERISA? The answer…

5500tg_SUPAdminSeptember 20, 2025

Should former employees in the COBRA election period be counted as “retired or separated participants receiving benefits” on line 6b of the Form 5500? Form 5500

Should former employees in the COBRA election period be counted as “retired or separated participants receiving benefits” on line 6b of the Form 5500?

Should former employees in the COBRA election period be counted as “retired or separated participants…

5500tg_SUPAdminSeptember 4, 2025

5500Tax Group Quick Reference Guide to Welfare Plans Form 5500

5500Tax Group Quick Reference Guide to Welfare Plans

When is the Form 5500 required? When a plan has 100 or more employee participants…

5500tg_SUPAdminJune 12, 2025

Summary Annual Reports Form 5500

Summary Annual Reports

A summary annual report is a condensed version of the Form 5500 report, which plan…

5500tg_SUPAdminMay 3, 2025

When Does a Wellness Plan Need to File a Form 5500? Form 5500 Taxes

When Does a Wellness Plan Need to File a Form 5500?

My company has just adopted a wellness plan for our employees. Do I need to…

5500tg_SUPAdminApril 14, 2025

Welfare Plan Form 5500 Filing Issues Form 5500

Welfare Plan Form 5500 Filing Issues

What are you missing? Many companies are unaware of the filing requirements (Form 5500) for…

5500tg_SUPAdminMarch 21, 2025

Contact 5500Tax Group to discuss your particular situation.

Recent Posts

ERISA Fidelity Bonds vs Fiduciary Bonds
When is a Form 5500 a Final Return?
DOL “Request for Clarification” Notices
Voluntary Benefits and the Form 5500
Should former employees in the COBRA election period be counted as “retired or separated participants receiving benefits” on line 6b of the Form 5500?

Article Categories

Affordable Care Act
Department of Labor
DOL
Form 5500
Tax Laws
Taxes

W Wang-L&W Infoserve Co.

In June 2022, we received IRS notices with huge penalties (~$200K) as they didn’t receive F5500 – Annual Report of Employee Benefit Plan for 2019 and 2020 for our S Corporation. We immediately started working with Amy Boyd from 5500 Tax Group. Amy answered our questions with great patience, provided clear guidance and took appropriate actions on communicating with IRS. With a lot of time and effort, she helped us resolve this issue that gave us so much stress. We are grateful for her assistance and highly recommend her services. She is professional, efficient, and friendly.

E Powell-Seubert & Associates, Inc.

Ann at 5500 Tax Group has been a great partner for the past twelve plus years. We find the process in working with 5500 Tax Group for client Form 5500 filing requirements has been simple, efficient, and timely. Ann has been particularly helpful in guiding mutual clients through the Department of Labor Delinquent Filer Voluntary Compliance Program (DFVCP) with an easily understood step-by-step explanation for all parties involved. We look forward to working with Ann for many years to come.

Briones, Briones International

Amy, Thank you for years of extremely knowledge and professional guidance regarding retirement plans including the filing of form 5500. You have made the myriad of IRS regulations and alphabet soup understandable for a civilian. I am truly grateful for your patience and never hesitating to answer dumb questions. Any client seeking your guidance and advice will be beyond pleased with your services.

A Cox-Wabtec

Wabtec has worked with Ann Myers of the 5500Tax Group, Inc. for the past 15 years. She manages all of the details for our 5500 preparation. She prepares the 5500s for our Pension Plan, Savings Plan, and various Health and Welfare plans. She also completes the PCORI filings and Summary Annual Reports. All is done efficiently, effectively, and reasonably priced. Ann coordinates with our auditors, record keepers, and our ERISA attorneys to gather all required information and get any answers required. Definitely recommend!

M Fair-USI Insurance Services

Our team has worked with Ann Myers and the 5500 Tax Group for many years. Ann makes the whole 5500 process as painless as possible and personally engages with each client. We have continued to use Ann for the “personal” touch and level of details that Ann brings to her work. Our team has 100% confidence in Ann executing on filings, details and deadline. Ann brings a positive attitude, years of experience and her expertise to every engagement. Our client and team enjoy working with Ann and USI would absolutely serve as a reference.

S Herrle-Henderson Brothers, Inc.

Ann Myers has been a trusted advisor and our Form 5500 filing partner for well over 15 years. As leading experts in the Employee Benefits industry with a significant number of local and national clients, we rely heavily on Ann to prepare a large number of health and welfare 5500 forms every year for our clients. Regardless of whether she is providing guidance for a client that is filing for the first time, suggesting changes on what should be reported in a 5500 form, providing strategy to remedy a noncompliant plan, or walking an employer through the DFVCP filing process, we know our clients are receiving the best advice from one of the most knowledgeable experts in the industry.

We work directly with vendors, actuaries, third party plan administrators, insurance brokers and audit teams to complete filings faster and more cost effectively.

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Contact 5500Tax Group Inc. today to learn how you can streamline your employee benefit plan Form 5500 filings, avoid penalties and save time and money.

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