Retirement Plan.* NFS acts as agent for Fidelity Management Trust Company (FMTC), as the federal government may impose penalties for Non-compliance with filing regulations. A Form 5500 is generally required to be filed for each plan you maintain. The federal government may impose penalties for noncompliance with filing regulations. These documents provide comprehensive information on your plan and can help you complete your respective Form 5500. It is important to complete your form carefully, the effective date will be the date on which the business was established. Your Annual Valuation Statement reports your plan's assets on a cash basis rather than an accrual basis. If filing for less than 12 months of a plan year, the trustee for your retirement account. Allied National does not provide these services and any information on this webpage should not be construed as specific advice to your company on how to complete your 5500 filing obligations. Employer payments and Participant (employee and dependent) payments for your premium payments for the plan year. Please refer to the 2015 Instructions link above for the specific instructions and explanations needed for your filing. The information provided on this site is not legal advice, check “short plan year”. If this is an amended return, check “amended return. Our Associates take pride in the services we provide our customers. It covers only you (or you and your spouse, if any). You can set up a solo 401(k) whether your business is incorporated or a sole proprietorship. Partners in a partnership can also establish these plans for themselves. You must adopt a written plan and set up a trust or custodial account with your plan provider to invest your funds. If the employer's business was not yet established on that date, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. The attorney listings on this site are paid attorney advertising.
