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5500 Survey for your eQRP
 
Jan 1, 2023 - Dec 31, 2023
 
 
 
 
Please make sure to use the email address that we sent this survey link to.
 
 
PLAN FINANCIALS
 
 
BEGINNING of 2023
 

-- 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 2023, your 12/31/2023 value will align with your 01/01/2023 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 2023
 
-- 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 2023
 
 
-- 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 2023.

 
 

 

--If yes, what was the balance on the loan as of 12/31/2023? 

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