File your Form 5500 series with ease. Access resources and official guidance for plan reporting and compliance.Quality and accurate audits for employee benefit plans in SLC. Trusted ERISA auditor for retirement programs. Comprehensive audit services, including testing participant account balances to verify their accuracy and completeness. File Form 5500 to report information on the qualification of the plan, its financial condition, investments and the operations of the plan. Your 2024 Form 5500-SF must be electronically filed in the ERISA Filing Acceptance System (EFAST2). Filling out form 5,500 can seem daunting but it's smoother with a step-by-step approach. • It provides you monthly income for your lifetime. Form 5500 is an important tool in ERISA's disclosure and reporting framework.