The only dedicated tool for preparing IRS Form 5330 excise tax returns. Accurate calculations, the official PDF, ready to mail in minutes.
We guide you through every line. No tax software subscription, no billable hours.
Name, EIN, plan sponsor, plan number, and tax year. The same fields as the top of the IRS form.
Choose the IRC section that applies — late deposits (§ 4975), ADP failure (§ 4979), nondeductible contributions (§ 4972), or reversion (§ 4980).
Add payroll dates and deposit dates for late deposits. We calculate lost earnings using the correct IRC § 6621 rate automatically.
Get the completed, IRS-official Form 5330 PDF — all schedules filled. Sign it, attach payment, and mail to IRS Ogden, UT.
From solo plan sponsors to TPA firms — built for anyone who needs to file Form 5330.
Handle Form 5330 for multiple plan sponsor clients — late deposits, ADP failures, and funding deficiencies. The TPA Plan gives you unlimited returns at a flat monthly rate, with client name saved per filing and bulk download.
Made a late 401(k) deposit? Contributed too much? You need to file Form 5330 — but you don't need a CPA to do it. 5330Prep guides you through the calculation and generates the IRS-official PDF in minutes.
Solo practices and group medical practices frequently miss the small-plan deposit window. If you run a solo 401(k) or SEP and contributions were late, 5330Prep handles the § 4975 excise tax calculation without an expensive ERPA consultation.
File Form 5330 for clients without a dedicated benefits platform. Per-filing pricing means you only pay when you need it. The completed IRS PDF is ready to sign as paid preparer and mail — no subscription required for occasional filers.
Every IRC section on Form 5330 — from late deposits and ADP failures to defined benefit funding deficiencies and notice failures.
Late deposits of participant contributions, loans to disqualified persons, and other prohibited transactions between the plan and a disqualified person.
Excess contributions returned due to a failed ADP test under § 401(k) or a failed ACP test under § 401(m). The most common 401(k) correction trigger.
Employer contributions to qualified plans that exceed the § 404 deductible limit, including carryforward calculations from prior years.
Reversion of qualified plan assets to the employer upon plan termination. Rate depends on whether assets are contributed to a replacement plan.
Excess contributions to a 403(b)(7)(A) custodial account above the annual § 415(c) limit, including prior-year carryover amounts.
Accumulated funding deficiency for single-employer or multiemployer defined benefit plans under § 412.
Failure to pay a required quarterly liquidity installment for a single-employer defined benefit plan under § 430.
Multiemployer plan in endangered or critical status that fails to meet funding benchmarks or adopt a rehabilitation plan.
Employers who elected to continue a nontaxable fringe benefit policy. Tax applies to fringe benefits in excess of excludable amounts under § 132.
Failure to give timely notice of a plan amendment significantly reducing future benefit accruals — at least 45 days before the effective date.
Entity managers of qualified plans who approve or cause the plan to become party to a listed or prohibited reportable transaction.
Cooperative and Small Employer Charity (CSEC) plan sponsors that fail to adopt a written funding restoration plan within 180 days of actuarial certification.
A fraction of what a CPA charges. No subscription required for occasional filers.
Compare: typical CPA fee for a Form 5330 is $300–$800 per return. ERPA hourly rates run $150–$350/hr.
We fill the actual IRS Form 5330 PDF (Rev. December 2025), not a facsimile. The form you download is the one the IRS expects.
Lost earnings computed using IRC § 6621 underpayment rates. All 12 schedule lines cross-referenced per IRS instructions.
Every section has a different due date. We calculate yours automatically — 7th month rule, 15th month rule, reversion month rule.
We don't store your EIN, plan data, or filing details after your PDF is generated. Your information is yours.
Takes about 5 minutes. Get the completed IRS PDF, ready to sign and mail.
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