IRS Form 5500 is Required for Your 401(k) Plan

  • LRS will prepare and help you file the tax return required by the IRS and Department of Labor (DOL), of your 401(k) Plan. 
  • You are required to file IRS Form 5500 with the DOL, each year. Most CPA’s will not prepare returns that are filed with the DOL. 
  • In general, your 401(k) Plan is an entity recognized by the federal government and no filings are required of your 401(k) Plan at the state level.

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