Satisfying your Form 5500 requirements

The Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation jointly developed the Form 5500 series so employee benefit plans could utilize the Form 5500 to satisfy annual reporting requirements under Title I and Title IV of ERISA and under the Internal Revenue Code.

Plante & Moran prepares thousands of 5500s per year. Whether we audit the benefit plan or not, we can provide various levels of service from performing a review of tax returns prepared by your internal staff to preparing the complete tax filings.

We have extensive tax experience with 5500s for:

• Defined Contribution Plans
• Defined Benefit Plans
• Employee Stock Ownership Plans (ESOP) 
• Master Trusts
• Health & Welfare and VEBA 5500s and 990s