Form 5500 Quote Request Please fill out the following information below. Note: All fields are required. Company Name Address City State Zip Tax ID Number Company Contact Name Contact Phone Contact Email Was a Wrap in place for the current filing year? YesNo What is the Plan Year? Plan Start Date (mm/dd) If no Wrap is in place, how many 5500 filings must be prepared? Are there any filings due for previous years? YesNo Brokerage Firm Brokerage Contact Name Brokerage Contact Email
