After your receive the document and sign it please mail to the IRS with TRACKING:

Department of the Treasury
Internal Revenue Service
Ogden, UT 84201-0020

Interesting Image
 
5500 Survey for your eQRP
 
Jan 1, 2025 - Dec 31, 2025
 
If you have ANY questions, please reach out directly to the member support team - (205) 506-3700 or [email protected]
 
 
 
 
Please make sure to use the email address that we sent this survey link to.
 
 
 
PLAN FINANCIALS
 
 
BEGINNING of 2025
 

-- This is the total value of all of your investments, including but not limited to cash, syndications, investment properties, cryptocurrency, precious metals, promissory notes, etc. 

-- If you had a personal loan outstanding at this time, you will include that outstanding value in your total asset value. 

 

NOTE: If you filed a 5500-EZ for 2024, your 12/31/2024 value will align with your 01/01/2025 value. 

 

-- The most common liability for an eQRP plan is a non-recourse loan for a property.

--This is ONLY liabilities where your eQRP directly borrowed money and is the actual borrower. 

 

NOTE: Personal loans are not listed as a liability on the 5500-EZ. 

 
 
END of 2025
 
-- This is the total value of all of your investments, including but not limited to cash, syndications, investment properties, cryptocurrency, precious metals, promissory notes, etc. 

-- If you had a personal loan outstanding at this time, you will include that outstanding value in your total asset value. 

-- For a real estate property owned by your eQRP Plan, you would list the full value of the home owned by the eQRP, not your equity.

 

-- The most common liability for an eQRP plan is a non-recourse loan for a property. This is ONLY liabilities where your eQRP directly borrowed money and is the actual borrower. 

 

NOTE: Personal loans are not listed as a liability on the 5500-EZ. 

 
New Money & Assets Added for 2025
 
 
-- If under Age 50, the maximum was $23,500. After Age 50 the limit increased to $31,000.
 

-- Please only list the profit-sharing portion here, do not add the elective deferral amount to it. 

 
 

-- This can be zero if you did not rollover any cash or assets in 2025.

 
 

 

--If yes, what was the balance on the loan as of 12/31/2025? 

-- If no, please write in 0 in the box below.