• Fast, easy, low-cost signature-ready IRS Form 5500 SF preparation for your company‚Äôs small 401k plan!
    $495 per year, complete!
  • 401k Fed Forms is your quick, easy, low-cost solution to signature-ready IRS Form 5500 SF filing! At only $495 per year. Designed exclusively for plan sponsors of small 401k plans!
  • At only $495 per year, 401k Fed Forms is very easy on your budget, year after year----Save up to 80% when compared with similar IRS 5500 SF preparation services!

Plans with 100 or fewer participants at the beginning of the plan year typically file Form 5500 SF. To qualify for the 5500 SF, which is easier to complete and file, the plan must have all its assets in securities such as cash, mutual funds, listed stocks and bonds and other investments with liquidity and easily determinable fair value. The plan cannot be a Multiple Employer plan, nor can it contain employer securities.

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