Full Version: 5500 - Do I Need to File
If I have an office in Buffalo, NY with only 4 employees, do I still need to file a 5500?
Do you sponsor some type of retirement or welfare plan?
Are the employees eligible participants in said plan?
Are the employees eligible participants in said plan?
QUOTE (Suzebp @ May 29 2007, 12:58 PM) 
If I have an office in Buffalo, NY with only 4 employees, do I still need to file a 5500?
Small employers are required to file a Form 5500 if they offer a qualified (retirement plan) to their employees. There are some exceptions to the rules of course. If you only offer welfare benefits (i.e. health coverage), there is no filing requirement unless these benefits are funded through a trust (which is probably not the case).
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.