Questionnaire

Article Contents

• Overview
• How to Complete the Questionnaire
• FAQ

Overview

The questionnaire module in the 401k In A Box portal asks questions about ownership and company structure for the plan year. This questionnaire also allows you to choose how you would like to file the form 5500 for the plan year. We need the information in the questionnaire completed in order to keep your plan up to date and to know your filing preferences for the form 5500. 

How to Complete the Questionnaire

1. Login to www.401kinabox.com 
2. Navigate to the "Questionnaire" module
3. Answer each yes or no question
4. Use the next button to go through each section of questions
5. Verify that all the information you provided is correct
6. Select your 5500 filing option
7. Select the "Save" button

FAQ

• Why is my questionnaire still in progress?
  • Please make sure you have answered all questions and use the next button only to go through each section. 
• How can I find out how I filed the 5500 last year?
  • Please contact support@401kinabox.com. We will be able to review your plan and provide you with an answer.
• My account is under $250,000 for the year. Do I need to file the form 5500?
  • You do not, you do not need to select a filing option for the 5500.
• I chose the automatic filing option, when will it be filed?
  • Once we have all information for your plan, we will notify you once the 5500 is prepared for review. Once it is reviewed, we will sign and file the 5500 on your behalf.
• I chose the employer filing option, what next?
  • Once the 5500 is ready to be filed, we will email you with instruction on how to sign and file the form 5500 on the Department of Labor's EFAST website.