MDB 401(k)

EZFedForms helps you with your 401k federal reporting

401k FedForms Is FREE

Topics Covered

Annual Updates

Not Tax Advice

401k FedForms Is FREE

The MDB401k plan administration software collects most of the information needed to complete 401k-related federal reporting forms and schedules.

-- As part of your MDB401k package you receive access to 401k FedForms (www.401kfedforms.com), a website meant to simplify your federal reporting process.

-- 401k FedForms shows you which IRS Forms and Schedules are relevant to your particular 401k plan.

-- 401k FedForms' annotated versions of each Form and Schedule tell you where within your MDB401k software to find the requested information.

-- There is no extra charge for 401k FedForms; it's part of your MDB401k package.

-- With 401k FedForms, even first time filings are easy!

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Topics Covered

401k FedForms topics include...

-- Gathering the Information You Need (from your customized MDB401k software)

-- Determining the IRS Forms and Schedules You Need to Complete

-- Help with completing Form 1096

-- Help with completing Form 1099-R

-- Help with completing Form 5500-EZ

-- Help with completing Form 5500

-- Help with completing Form 5558

-- Help with completing Form 945

-- Help with completing Schedule H (limited instruction only but not applicable to most MDB401k plans because only relevant to plans with more than 100 eligible employees)

-- Help with completing Schedule I

-- Help with completing Schedule P

-- Help with completing Schedule T

-- Help with completing your plan's Summary Annual Report (ready-to-complete PDFs are available for download)

-- Calculation worksheets

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Annual Updates

We update 401k FedForms every year to match the current applicable IRS Forms and Schedules and Summary Annual Report requirements.

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Not Tax Advice

401k FedForms is a complement to, not a replacement for, published IRS instructions.

-- 401k FedForms is meant to simplify MDB401k clients' federal reporting by telling them where they can quickly locate pertinent information.

-- 401k FedForms is not meant to offer tax or financial advice.

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