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5500 Survey for your eQRP
 
Jan 1, 2022 - Dec 31, 2022
Please make sure to use the email address that we sent this survey link to.
PLAN FINANCIALS
BEGINNING of 2022

-- 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 2021, your 12/31/2021 value will align with your 01/01/2022 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. 

This is just simply Total assets minus Total liabilities.
END of 2022
-- 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. 

-- This is just simply Total assets minus Total liabilities.  

 

-- Essentially, this is the “equity value” of your eQRP plan.

 

New Money & Assets Added for 2022
-- If under Age 50, the maximum was $20,500. After Age 50 the limit increased to $27,000.


-- 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 2022.

 

--If yes, what was the balance on the loan as of 12/31/2022? 

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