29 minutes | Jul 31st 2020

Filing Form 5500

“The audit is driven by the number of eligible participants in the beginning of the year. If that number is over 100, then you will need an audit.” - Kim Moore 


The finer details in this episode:

  • Due dates for the 5500 and the extension period 
  • Who can file the 5500 on your company’s behalf 
  • The process of filing your 5500 
  • The point at which you will need an audit 
  • Important details to review on the 5500 
  • The auditor’s responsibility with the 5500
  • What to do if you can’t make the deadline 


Episode resources

Summit CPA website - www.Summitcpa.net    

Email us with questions - audit@summitcpa.net