ROBS & 401(k) C-Corp Compliance, Form 5500-EZ & Accountable Plan Master Kit (Excel + Governance Templates + Playbook PDF)

Keep your ROBS / 401(k)-funded C-Corporation 100% organized and audit-ready. Includes a 6-tab Excel Master Workbook (Annual ERISA/IRS Compliance Calendar, Form 5500-EZ / 5500 Rollforward & $250k Threshold Calculator, IRC §62(c) Accountable Plan Reimbursement Tracker with Home Office & Mileage calculators and automatic journal entries, Cap Table & Plan Trust Stock Ledger with FMV history, and TPA Fee Auditor), 4 ready-to-customize Corporate & Trustee Governance Resolution templates (PDF + Markdown), and a step-by-step ROBS Compliance Playbook PDF. Educational templates only; not legal or tax advice.