Timely filing of your Form 5500 is important to avoid late filing penalties.

As the designated plan administrator, PACE will work directly with your auditor, if applicable, and will be responsible for signing and timely filing your Form 5500 and all required schedules.

If your plan also requires a CPA audit, failure to file includes a $1,000 per day penalty by the DOL.

Separately, participants are required to receive several mandatory disclosures and notices throughout the plan year. PACE will ensure these forms are prepared and provided directly to your plan participants


 

Reporting & Disclosure Services

  • Review and sign Form 5500
  • Send quarterly and annual disclosure notices to participants
  • Send Summary Annual Report (SAR) to participants
  • Assist accountant with the annual CPA audit
 

Fill out the form to inquire today.

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