Description

Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ 

“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

• Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
• Learn more about the Anders 401(k) process and pricing.
• Email our Director + 401(k) Audit, Kim Moore, with questions.