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 5500 EMPLOYEE BENEFIT PLAN

5500 EMPLOYEE BENEFIT PLAN Features Checklist

• 5500 Employee Benefit PlanTax Return for Employee Benefit Plans
• 5500 Employee Benefit Plan Forms and Schedules
• 5500 Employee Benefit Plan Worksheets

5500 EMPLOYEE BENEFIT PLAN RETURNS for EMPLOYEE BENEFIT PLANS

• Includes two-dimensional bar code
• Prepares Summary Annual Reports for Pension and Welfare Plans
• Prepares any combination of government schedules with either Form 5500 or 5500-EZ
• Provides an option for suppressing all information on the balance sheet and income statement of Form 5500
• Prepares multiple Schedule Ts for employees with separate lines of business and disaggregated plans
• Automatically answers only required items for welfare plans and special types of pension plans
• Allows entry of up to 1,000 employees per plan

5500 EMPLOYEE BENEFIT PLAN FORMS and SCHEDULES

^◊   Produces multiples
*   Non-calculating form

5500 EMPLOYEE BENEFIT PLAN WORKSHEETS

^◊   Produces multiples