The IRS requires all small companies that sponsor 401k plans to make annual informational
filing called IRS Form 5500-SF. These filings are due July 31st of each year. If a company's filing is not going to meet this deadline, an automatic extension may be applied for; the extension is automatically
granted, and adds another 60 days to the deadline.
We offer an easy, very low cost option for fulfilling this annual IRS filing requirement. Pension Systems Corporation will prepare your 401k plan's IRS Form 5500-SF for only $595! In addition, at no extra cost, we will prepare the required Summary Annual Report (SAR). All for $595, complete! If you need a 60-day extension to file your Form 5500--SF we will prepare and submit it on your behalf for only $ 125.
We will prepare and file your 401k plan's Form 5500SF, plus prepare your 401k plan's Summary Annual Report (SAR) for a total cost of only $595…a small fraction of what the typical accounting firm, CPA, or tax preparer will charge for the same service.
If you want to learn more about this easy Form 5500SF filing option, please call Farah Vaguchay, Pension Systems Corporation Client Services Manager, at (800) 660-0050 or send an email to fvaguchay@401k-network.com. You will need to provide us with a completed 5500-SF Worksheet (below) no later than July 1st for us to be able to prepare your filing in a timely manner.
(Please note that the $595 price indicated above is a first-year introductory price----second and following years may be slightly higher.)
This list of principal business activities and their associated codes is designed to classify an enterprise by the type of activity in which it is engaged. These principal activity codes are based on the North American Industry Classification System.
Agriculture, Forestry, Fishing and Hunting
Crop Production
111100
Oilseed & Grain Farming
111210
Vegetable & Melon Farming (including potatoes & yams)
111300
Fruit & Tree Nut Farming
111400
Greenhouse, Nursery, & Floriculture Production
111900
Other Crop Farming (including tobacco, cotton, sugarcane, hay, peanut, sugar beet, & all other crop sugar beet, & all other crop
Animal Production
112111
Beef Cattle Ranching & Farming
112112
Cattle Feedlots
112120
Dairy Cattle & Milk Production
112210
Hog & Pig Farming
112300
Poultry & Egg Production
112400
Sheep & Goat Farming
112510
Aquaculture (including shellfish & finfish farms & hatcheries)
112900
Other Animal Production
Forestry and Logging
113110
Timber Tract Operations
113210
Forest Nurseries & Gathering of Forest Products
113310
Logging
Fishing, Hunting and Trapping
114110
Fishing
114210
Hunting & Trapping
Support Activities for Agriculture and Forestry
115110
Support Activities for Crop Production (including cotton ginning, soil preparation, planting, & cultivating)
115210
Support Activities for Animal Production
115310
Support Activities For Forestry
Mining
211110
Oil & Gas Extraction
212110
Coal Mining
212200
Metal Ore Mining
212310
Stone Mining & Quarrying
212320
Sand, Gravel, Clay, & Ceramic & Refractory Minerals Mining & Quarrying
212390
Other Nonmetallic Mineral Mining & Quarrying
213110
Support Activities for Mining
Utilities
221100
Electric Power Generation, Transmission & Distribution
221210
Natural Gas Distribution
221300
Water, Sewage, & Other Systems
221500
Combination Gas & Electric
Construction
Construction of Buildings
236110
Residential Building Construction
236200
Nonresidential Building Construction
Heavy and Civil Engineering Construction
237100
Utility System Construction
237210
Land Subdivision
237310
Highway, Street, & Bridge Construction
237990
Other Heavy & Civil Engineering Construction
Specialty Trade Contractors
238100
Foundation, Structure, & Building Exterior Contractors (including framing carpentry, masonry, glass, roofing, & siding)
238210
Electrical Contractors
238220
Plumbing, Heating, & Air-Conditioning Contractors
238290
Other Building Equipment Contractors
238300
Building Finishing Contractors (including drywall, insulation, painting, drywall, insulation, painting, finish carpentry)
238900
Other Specialty Trade Contractors (including site preparation)
Manufacturing
Food Manufacturing
311110
Animal Food Mfg
311200
Grain & Oilseed Milling
311300
Sugar & Confectionery Product Mfg
311400
Fruit & Vegetable Preserving & Specialty Food Mfg
311500
Dairy Product Mfg
311610
Animal Slaughtering and Processing
311710
Seafood Product Preparation & Packaging
311800
Bakeries & Tortilla Mfg
311900
Other Food Mfg (including coffee, tea, flavorings & seasonings)
Beverage and Tobacco Product Manufacturing
312110
Soft Drink & Ice Mfg
312120
Breweries
312130
Wineries
312140
Distilleries
312200
Tobacco Manufacturing
Textile Mills and Textile Product Mills
313000
Textile Mills
314000
Textile Product Mills
Apparel Manufacturing
315100
Apparel Knitting Mills
315210
Cut & Sew Apparel Contractors
315220
Men’s & Boys’ Cut & Sew Apparel Mfg
315230
Women’s & Girls’ Cut & Sew Apparel Mfg
315290
Other Cut & Sew Apparel Mfg
315990
Apparel Accessories & Other Apparel Mfg
Leather and Allied Product Manufacturing
316110
Leather & Hide Tanning & Finishing
316210
Footwear Mfg (including rubber & plastics)
316990
Other Leather & Allied Product Mfg
Wood Product Manufacturing
321110
Sawmills & Wood Preservation
321210
Veneer, Plywood, & Engineered Wood Product Mfg
321900
Other Wood Product Mfg
Paper Manufacturing
322100
Pulp, Paper, & Paperboard Mills
322200
Converted Paper Product Mfg
Printing and Related Support Activities
323100
Printing & Related Support Activities
Petroleum and Coal Products Manufacturing
324110
Petroleum Refineries (including integrated)
324120
Asphalt Paving, Roofing, & Saturated Materials Mfg
324190
Other Petroleum & Coal Products Mfg
Chemical Manufacturing
325100
Basic Chemical Mfg
325200
Resin, Synthetic Rubber, & Artificial & Synthetic Fibers & Filaments Mfg
325300
Pesticide, Fertilizer, & Other Agricultural Chemical Mfg
325410
Pharmaceutical & Medicine Mfg
325500
Paint, Coating, & Adhesive Mfg
325600
Soap, Cleaning Compound, & Toilet Preparation Mfg
325900
Other Chemical Product & Preparation Mfg
Plastics and Rubber Products Manufacturing
326100
Plastics Product Mfg
326200
Rubber Product Mfg
Nonmetallic Mineral Product Manufacturing
327100
Clay Product & Refractory Mfg
327210
Glass & Glass Product Mfg
327300
Cement & Concrete Product Mfg
327400
Lime & Gypsum Product Mfg
327900
Other Nonmetallic Mineral Product Mfg
Primary Metal Manufacturing
331110
Iron & Steel Mills & Ferroalloy Mfg
331200
Steel Product Mfg from Purchased Steel
331310
Alumina & Aluminum Production & Processing
331400
Nonferrous Metal (except Aluminum) Production & Processing
331500
Foundries
Fabricated Metal Product Manufacturing
332110
Forging & Stamping
332210
Cutlery & Handtool Mfg
332300
Architectural & Structural Metals Mfg
332400
Boiler, Tank, & Shipping Container Mfg
332510
Hardware Mfg
332610
Spring & Wire Product Mfg
332700
Machine Shops; Turned Product; & Screw, Nut, & Bolt Mfg
332810
Coating, Engraving, Heat Treating, & Allied Activities
332900
Other Fabricated Metal Product Mfg
Machinery Manufacturing
333100
Agriculture, Construction, & Mining Machinery Mfg
333200
Industrial Machinery Mfg
333310
Commercial & Service Industry Machinery Mfg
333410
Ventilation, Heating, Air-Conditioning, & Commercial Refrigeration Equipment Mfg
333510
Metalworking Machinery Mfg
333610
Engine, Turbine & Power Transmission Equipment Mfg
333900
Other General Purpose Machinery Mfg
Computer and Electronic Product Manufacturing
334110
Computer & Peripheral Equipment Mfg
334200
Communications Equipment Mfg
334310
Audio & Video Equipment Mfg
334410
Semiconductor & Other Electronic Component Mfg
334500
Navigational, Measuring, Electromedical, & Control Instruments Mfg
334610
Manufacturing & Reproducing Magnetic & Optical Media
Electrical Equipment, Appliance, and Component Manufacturing
335100
Electric Lighting Equipment Mfg
335200
Household Appliance Mfg
335310
Electrical Equipment Mfg
335900
Other Electrical Equipment & Component Mfg
Transportation Equipment Manufacturing
336100
336100
336210
Motor Vehicle Body & Trailer Mfg
336300
Motor Vehicle Parts Mfg
336410
Aerospace Product & Parts Mfg
336510
Railroad Rolling Stock Mfg
336610
Ship & Boat Building
336990
Other Transportation Equipment Mfg
Furniture and Related Product Furniture and Related Product
337000
Furniture & Related Product Manufacturing
Miscellaneous Manufacturing
339110
Medical Equipment & Supplies Mfg
339900
Other Miscellaneous Manufacturing
Wholesale Trade
Merchant Wholesalers, Durable Goods
423100
Motor Vehicle & Motor Vehicle Parts & Supplies
423200
Furniture & Home Furnishings
423300
Lumber & Other Construction Materials
423400
Professional & Commercial Equipment & Supplies
423500
Metals & Minerals (except Petroleum)
423600
Electrical & Electronic Goods
423700
Hardware, Plumbing & Heating Equipment & Supplies
423800
Machinery, Equipment, & Supplies
423910
Sporting & Recreational Goods & Supplies
423920
Toy & Hobby Goods & Supplies
423930
Recyclable Materials
423940
Jewelry, Watches, Precious Stones, & Precious Metals
423990
Other Miscellaneous Durable Goods
Merchant Wholesalers, Nondurable Goods
424100
Paper & Paper Products
424210
Drugs & Druggists’ Sundries
424300
Apparel, Piece Goods, & Notions
424400
Grocery & Related Products
424500
Farm Product Raw Materials
424600
Chemical & Allied Products
424700
Petroleum & Petroleum Products
424800
Beer, Wine, & Distilled Alcoholic Beverages
424910
Farm Supplies
424920
Books, Periodicals, & Newspapers
424930
Flower, Nursery Stock, & Florists’ Supplies
424940
Tobacco & Tobacco Products
424950
Paint, Varnish, & Supplies
424990
Other Miscellaneous Nondurable Goods
Wholesale Electronic Markets and Agents and Brokers
425110
Business to Business Electronic Markets
425120
Wholesale Trade Agents & Brokers
Retail Trade
Motor Vehicle and Parts Dealers
441110
New Car Dealers
441120
Used Car Dealers
441210
Recreational Vehicle Dealers
441221
Motorcycle Dealers
441222
Boat Dealers
441229
All Other Motor Vehicle Dealers
441300
Automotive Parts, Accessories, & Tire Stores
Furniture and Home Furnishings Stores
442110
Furniture Stores
442210
Floor Covering Stores
442291
Window Treatment Stores
442299
All Other Home Furnishings Stores
Electronics and Appliance Stores
443111
Household Appliance Stores
443112
Radio, Television, & Other Electronics Stores
443120
Computer & Software Stores
443130
Camera & Photographic Supplies Stores
Building Material and Garden Building Material and Garden
444110
Home Centers
444120
Paint & Wallpaper Stores
444130
Hardware Stores
444190
Other Building Material Dealers
444200
Lawn & Garden Equipment & Supplies Stores
Food and Beverage Stores
445110
Supermarkets and Other Grocery (except Convenience) Stores
445120
Convenience Stores
445210
Meat Markets
445220
Fish & Seafood Markets
445230
Fruit & Vegetable Markets
445291
Baked Goods Stores
445292
Confectionery & Nut Stores
445299
All Other Specialty Food Stores
445310
Beer, Wine, & Liquor Stores
Health and Personal Care Stores
446110
Pharmacies & Drug Stores
446120
Cosmetics, Beauty Supplies & Perfume Stores
446130
Optical Goods Stores
446190
Other Health & Personal Care Stores
Gasoline Stations
447100
Gasoline Stations (including convenience stores with gas)
Clothing and Clothing Accessories Stores
448110
Men’s Clothing Stores
448120
Women’s Clothing Stores
448130
Children’s & Infants’ Clothing Stores
448140
Family Clothing Stores
448150
Clothing Accessories Stores
448190
Other Clothing Stores
448210
Shoe Stores
448310
Jewelry Stores
448320
Luggage & Leather Goods Stores
Sporting Goods, Hobby, Book, and Music Stores
451110
Sporting Goods Stores
451120
Hobby, Toy, & Game Stores
451130
Sewing, Needlework, & Piece Goods Stores
451140
Musical Instrument & Supplies Stores
451211
Book Stores
451212
News Dealers & Newsstands
451220
Prerecorded Tape, Compact Disc, & Record Stores
General Merchandise Stores
452110
Department Stores
452900
Other General Merchandise Stores
Miscellaneous Store Retailers
453110
Florists
453210
Office Supplies & Stationery Stores
453220
Gift, Novelty, & Souvenir Stores
453310
Used Merchandise Stores
453910
Pet & Pet Supplies Stores
453920
Art Dealers
453930
Manufactured (Mobile) Home Dealers
453990
All Other Miscellaneous Store Retailers (including tobacco, candle, & trophy shops)
Nonstore Retailers
454110
Electronic Shopping & Mail-Order Houses
454210
Vending Machine Operators
454311
Heating Oil Dealers
454312
Liquefied Petroleum Gas (bottled gas) Dealers
454319
Other Fuel Dealers
454390
Other Direct Selling Establishments (including door-to-door retailing, frozen food plan providers, party plan merchandisers, & coffee-break service providers)
Transportation and Warehousing
Air, Rail, and Water Transportation
481000
Air Transportation
482110
Rail Transportation
483000
Water Transportation Truck Transportation
484110
General Freight Trucking, Local
484120
General Freight Trucking, Long-distance
484200
Specialized Freight Trucking
Transit and Ground Passenger Transportation
485110
Urban Transit Systems
485210
Interurban & Rural Bus Transportation
485310
Taxi Service
485320
Limousine Service
485410
School & Employee Bus Transportation
485510
Charter Bus Industry
485990
Other Transit & Ground Passenger Transportation
Pipeline Transportation
486000
Pipeline Transportation Scenic & Sightseeing Transportation
487000
Scenic & Sightseeing Transportation
Support Activities for Transportation
488100
Support Activities for Air Transportation
488210
Support Activities for Rail Transportation
488300
Support Activities for Water ransportation
488410
Motor Vehicle Towing
488490
Other Support Activities for Road Transportation
488510
Freight Transportation Arrangement
488990
Other Support Activities for Transportation
Couriers and Messengers
492110
Couriers
492210
Local Messengers & Local Delivery
Warehousing and Storage
493100
Warehousing & Storage (except lessors of miniwarehouses & self-storage units)
Information
Publishing Industries (except Internet)
511110
Newspaper Publishers
511120
Periodical Publishers
511130
Book Publishers
511140
Directory & Mailing List Publishers
511190
Other Publishers
511210
Software Publishers
Motion Picture and Sound Recording Industries
512100
Motion Picture & Video Industries (except video rental)
512200
Sound Recording Industries
Broadcasting (except Internet)
515100
Radio & Television Broadcasting
515210
Cable & Other Subscription Programming
Telecommunications
517000
Telecommunications (including paging, cellular, satellite, cable & other program distribution, resellers, other telecommunications, & internet service providers)
Data Processing Services
518210
Data Processing, Hosting, & Related Services
Other Information Services
519100
Other Information Services (including news syndicates, libraries, internet publishing & broadcasting)
Finance and Insurance
Depository Credit Intermediation
522110
Commercial Banking
522120
Savings Institutions
522130
Credit Unions
522190
Other Depository Credit Intermediation
Nondepository Credit Intermediation
522210
Credit Card Issuing
522220
Sales Financing
522291
Consumer Lending
522292
Real Estate Credit (including mortgage bankers & originators)
522293
International Trade Financing
522294
Secondary Market Financing
522298
All Other Nondepository Credit Intermediation
Activities Related to Credit Intermediation
522300
Activities Related to Credit Intermediation (including loan brokers, check clearing, & money transmitting)
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
523110
Investment Banking & Securities Dealing
523120
Securities Brokerage
523130
Commodity Contracts Dealing
523140
Commodity Contracts Brokerage
523210
Securities & Commodity Exchanges
523900
Other Financial Investment Activities (including portfolio management & investment advice)
Insurance Carriers and Related Activities
524140
Direct Life, Health, & Medical Insurance & Reinsurance Carriers
524150
Direct Insurance & Reinsurance (except Life, Health & Medical) Carriers
524210
Insurance Agencies & Brokerages
524290
Other Insurance Related Activities (including third-party administration of insurance and pension funds)
Funds, Trusts, and Other Financial Vehicles
525100
Insurance & Employee Benefit Funds
525910
Open-End Investment Funds (Form 1120-RIC)
525920
Trusts, Estates, & Agency Accounts
525990
Other Financial Vehicles (including mortgage REITs & closed-end investment funds) “Offices of Bank Holding Companies” and “Offices of Other Holding Companies” are located under Management of Companies (Holding Companies).
Real Estate and Rental and Leasing
Real Estate
531110
Lessors of Residential Buildings & Dwellings (including equity REITs)
531114
Cooperative Housing (including equity REITs)
531120
Lessors of Nonresidential Buildings (except Miniwarehouses) (including equity REITs)
531130
Lessors of Miniwarehouses & Self-Storage Units (including equity REITs)
531190
Lessors of Other Real Estate Property (including equity REITs)
531210
Offices of Real Estate Agents & Brokers
531310
Real Estate Property Managers
531320
Offices of Real Estate Appraisers
531390
Other Activities Related to Real Estate
Rental and Leasing Services
532100
Automotive Equipment Rental & Leasing
532210
Consumer Electronics & Appliances Rental
532220
Formal Wear & Costume Rental
532230
Video Tape & Disc Rental
532290
Other Consumer Goods Rental
532310
General Rental Centers
532400
Commercial & Industrial Machinery & Equipment Rental & Leasing
Lessors of Nonfinancial Intangible Assets (except copyrighted works)
533110
Lessors of Nonfinancial Intangible Assets (except copyrighted works)
Professional, Scientific, and Technical Services
Legal Services
541110
Offices of Lawyers
541190
Other Legal Services
Accounting, Tax Preparation, Bookkeeping, and Payroll Services
541211
Offices of Certified Public Accountants
541213
Tax Preparation Services
541214
Payroll Services
541219
Other Accounting Services
Architectural, Engineering, and Related Services
541310
Architectural Services
541320
Landscape Architecture Services
541330
Engineering Services
541340
Drafting Services
541350
Building Inspection Services
541360
Geophysical Surveying & Mapping Services
541370
Surveying & Mapping (except Geophysical) Services
541380
Testing Laboratories
Specialized Design Services
541400
Specialized Design Services (including interior, industrial, graphic, & fashion design)
Computer Systems Design and Related Services
541511
Custom Computer Programming Services
541512
Computer Systems Design Services
541513
Computer Facilities Management Services
541519
Other Computer Related Services
Other Professional, Scientific, and Technical Services
541600
Management, Scientific, & Technical Consulting Services
541700
Scientific Research & Development Services
541800
Advertising & Related Services
541910
Marketing Research & Public Opinion Polling
541920
Photographic Services
541930
Translation & Interpretation Services
541940
Veterinary Services
541990
All Other Professional, Scientific, & Technical Services
Management of Companies (Holding Companies)
551111
Offices of Bank Holding Companies
551112
Offices of Other Holding Companies
Administrative and Support and Waste Management and Remediation Services
Administrative and Support Services
561110
Office Administrative Services
561210
Facilities Support Services
561300
Employment Services
561410
Document Preparation Services
561420
Telephone Call Centers
561430
Business Service Centers (including private mail centers & copy shops)
561440
Collection Agencies
561450
Credit Bureaus
561490
Other Business Support Services (including repossession services, court reporting, & stenotype services)
561500
Travel Arrangement & Reservation Services
561600
Investigation & Security Services
561710
Exterminating & Pest Control Services
561720
Janitorial Services
561730
Landscaping Services
561740
Carpet & Upholstery Cleaning Services
561790
Other Services to Buildings & Dwellings
561900
Other Support Services (including packaging & labeling services & convention & trade show organizers)
Waste Management and Remediation Services
562000
Waste Management & Remediation Services
Educational Services
611000
Educational Services (including schools, colleges & universities)
Health Care and Social Assistance
Offices of Physicians and Dentists
621111
Offices of Physicians (except mental health specialists)
621112
Offices of Physicians, Mental Health Specialists
621210
Offices of Dentists
Offices of Other Health Practitioners
621310
Offices of Chiropractors
621320
Offices of Optometrists
621330
Offices of Mental Health Practitioners (except Physicians)
621340
Offices of Physical, Occupational & Speech Therapists, & Audiologists
621391
Offices of Podiatrists
621399
Offices of All Other Miscellaneous Health Practitioners
Outpatient Care Centers
621410
Family Planning Centers
621420
Outpatient Mental Health & Substance Abuse Centers
621491
HMO Medical Centers
621492
Kidney Dialysis Centers
621493
Freestanding Ambulatory Surgical & Emergency Centers
621498
All Other Outpatient Care Centers
Medical and Diagnostic Laboratories
621510
Medical & Diagnostic Laboratories
Home Health Care Services
621610
Home Health Care Services
Other Ambulatory Health Care Services
621900
Other Ambulatory Health Care Services (including ambulance services & blood & organ banks)
Hospitals
622000
Hospitals
Nursing and Residential Care Facilities
623000
Nursing & Residential Care Facilities
Social Assistance
624100
Individual & Family Services
624200
Community Food & Housing, & Emergency & Other Relief Services
624310
Vocational Rehabilitation Services
624410
Child Day Care Services
Arts, Entertainment, and Recreation
Performing Arts, Spectator Sports, and Related Industries
711100
Performing Arts Companies
711210
Spectator Sports (including sports clubs & racetracks)
711300
Promoters of Performing Arts, Sports & Similar Events
711410
Agents & Managers for Artists, Athletes, Entertainers & Other Public Figures
711510
Independent Artists, Writers & Performers
Museums, Historical Sites, and Similar Institutions
712100
Museums, Historical Sites, & Similar Institutions
Amusement, Gambling, and Recreation Industries
713100
Amusement Parks & Arcades
713200
Gambling Industries
713900
Other Amusement & Recreation Industries (including golf courses, skiing facilities, marinas, fitness centers, & bowling centers)
Accommodation and Food Services
Accommodation
721110
Hotels (except Casino Hotels) & Motels
721120
Casino Hotels
721191
Bed & Breakfast Inns
721199
All Other Traveler Accommodation
721210
RV (Recreational Vehicle) Parks & Recreational Camps
721310
Rooming & Boarding Houses
Food Services and Drinking Places
722110
Full-Service Restaurants
722210
Limited-Service Eating Places
722300
Special Food Services (including food service contractors & caterers)
722410
Drinking Places (Alcoholic Beverages)
Other Services
Repair and Maintenance
811110
Automotive Mechanical & Electrical Repair & Maintenance
811120
Automotive Body, Paint, Interior & Glass Repair
811190
Other Automotive Repair & Maintenance (including oil change & lubrication shops & car washes)
811210
Electronic & Precision Equipment Repair & Maintenance
811310
Commercial & Industrial Machinery & Equipment (except Automotive & Electronic) Repair & Maintenance
811410
Home & Garden Equipment & Appliance Repair & Maintenance
811420
Reupholstery & Furniture Repair
811430
Footwear & Leather Goods Repair
811490
Other Personal & Household Goods Repair & Maintenance
Personal and Laundry Services
812111
Barber Shops
812112
Beauty Salons
812113
Nail Salons
812190
Other Personal Care Services (including diet & weight reducing centers)
812210
Funeral Homes & Funeral Services
812220
Cemeteries & Crematories
812310
Coin-Operated Laundries & Drycleaners
812320
Drycleaning & Laundry Services (except Coin-Operated)
812330
Linen & Uniform Supply
812910
Pet Care (except Veterinary) Services
812920
Photofinishing
812930
Parking Lots & Garages
812990
All Other Personal Services
Religious, Grantmaking, Civic, Professional, and Similar Organizations
813000
Religious, Grantmaking, Civic, Professional, & Similiar Organizations (including condominium and homeowners associations)
813930
Labor Unions and Similar Labor Organizations
921000
Governmental Instrumentality or Agency
IRS Form 1099-R is used to report taxable distributions from 401k retirement plans. A completed Form 1099-R
must be provided to each person who has taken a taxable distribution from the 401k. The 1099-R must be provided
to the individual no later than January 31st. In addition, an IRS Form 1096 must be completed and filed with the IRS
no later than February 28 if filing using a paper form, or March 31st if filing using an online service.
The following are three examples of low-cost online form filing services that allow you to quickly and easily prepare
and file the Form 1099-R and the Form 1096. These services will also mail copies of the forms to each individual
who received a taxable distribution from the 401k.
Pension Systems Corporation (PSC) will assist you, the Customer, in the preparation of various tax forms related to
your company's 401(k) plan. We will provide this service for a nominal fee. We are not providing traditional accounting
or tax preparation services such as those you would receive from an accounting firm or certified public accountant.
The service provided will be limited to data entry and form processing assistance, based upon data you authorize, or
supply to us on a timely basis.
Pension Systems Corporation will assist the Customer in the preparation and online filing of past due tax forms, including the IRS Form 5500SF. We do not provide legal advice or guidance in matters concerning late filings, including delinquent IRS Form 5500SFs. The U.S. Department of Labor's Delinquent Filer Voluntary Compliance Program (DFVCP) is the recommended source for information concerning late filing of IRS Form 5500SF. Information about the DFVCP is available online at various federal government websites.