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welcome this is a video tutorial for our new clients that are filing their very first tax form 5500 SF then as your plan just started up in the previous year if your plan started up earlier than that and you just need a refresher course in filing your 5500 there is a separate video posted on our website just for your returning filers most likely you're watching this video because you just received this email from the online 401k about filing your tax form 5500 this 5500 is an informational tax return that reports the activity of your 401k plan to the feds all 401k plans that have assets by the priest by the previous December 31st have to file a form for that year the feds presumably use this information to gauge how many people are covered by private pension plans and how much money is in these plans we have already input the data into your 5500 for you all you have to do is review it electronically sign it and file it although we filled the form out for you we can't sign it and file i

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