Form 5500 Engagement
Please complete the following, which will be used to generate your engagement. To see the information in context, including the amount of project fees, click "Preview PDF."
Employer company legal name
*
EIN
*
Employer plan year
Please Select
Jan 1 - Dec 31
Feb 1 - Jan 31
March 1 - Feb 28
April 1 - March 31
May 1 - April 30
June 1 - May 31
July 1 - June 30
Aug 1 - July 31
Sept 1 - Aug 31
Oct 1 - Sept 30
Nov 1 - Oct 31
Dec 1 - Nov 30
Other plan year
Annual plan year start date and end date
Day-to-day employer contact name
*
Day-to-day employer contact email
*
Billing contact name
*
Billing contact email
*
Referring agency
Signature
*
Your name
*
Individual signing this engagement
Your title
*
Your email
*
For delivery of the executed engagement.
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Submit
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