Retirement Plans in General

5,751 topics in this forum

1. 415(e) Repeal When Plan Frozen Prior to Repeal Effective Date?

   By Christine Roberts, December 21, 2001
   • 4 replies
   • 1.6k views
   • 
   • mwyatt
   • December 23, 2001

2. 415(h)'s Extent; Perhaps Affects Further to Compliance With 415; Perhaps Other Items Affected

   By Kent Allard, November 15, 2024   

   • 1563
   • controlled group
   • (and 3 more)

     Tagged with:

     • 1563
     • controlled group
     • 415
     • limit
     • 1563(a)(1)
   • 5 replies
   • 2.1k views
   • 
   • Kent Allard
   • November 19, 2024

3. 415c limit in a 403(b) plan

   By KaJay, November 9, 2021
   • 7 replies
   • 2.7k views
   • 
   • KaJay
   • November 15, 2021

4. 457 employer discretionary contributions included as comp?

   By Belgarath, March 15, 2016
   • 0 replies
   • 930 views
   • 
   • Belgarath
   • March 15, 2016

5. 457K withdrawal

   By Guest km8303, January 15, 2001
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • January 15, 2001

6. 4975 Disqualified Person Question

   By Guest cgriffin, October 20, 2003
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • October 20, 2003

7. 5.7 and full TWB deemed to pass?

   By betheeg, January 10, 2003
   • 3 replies
   • 1.4k views
   • 
   • betheeg
   • January 10, 2003

8. 5% owners

   By Guest Srobertson2, May 8, 2013
   • 3 replies
   • 3.3k views
   • 
   • Belgarath
   • May 13, 2013

9. 50/50 ownership where one person owns 100% of the stock?

   By Belgarath, May 5, 2004
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • May 5, 2004

10. 50% J&S with 20-year certain and life

    By LarryDavid, April 21, 2016
    • 6 replies
    • 2k views
    • 
    • jpod
    • April 21, 2016

11. 50% owner of LLC also works for self employed wife

    By ombskid, August 18, 2021
    • 0 replies
    • 468 views
    • 
    • ombskid
    • August 18, 2021

12. 500 / 1000 hour rule

    By rfahey, March 29, 2012
    • 8 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 3, 2012

13. 501 hour exclusion

    By Bird, November 18, 2020
    • 7 replies
    • 2.8k views
    • 
    • MWeddell
    • November 20, 2020

14. 501(a) tax exempt trust

    By Guest dubya, September 9, 2004
    • 9 replies
    • 6.4k views
    • 
    • mbozek
    • September 13, 2004

15. 501(c)(18)

    By Guest lskin, August 16, 2006
    • 2 replies
    • 12.1k views
    • 
    • saabraa
    • August 19, 2006

16. 501(c)(3) forms?

    By Santo Gold, May 3, 2011
    • 3 replies
    • 1.4k views
    • 
    • Santo Gold
    • May 5, 2011

17. 5300 Line 12

    By ESOP1, June 15, 2017
    • 1 reply
    • 806 views
    • 
    • CuseFan
    • June 16, 2017

18. 5330 - Electronic Filing

    By Leopurrd-401k, March 22, 2023
    • 2 replies
    • 910 views
    • 
    • Lauren0507
    • December 7, 2023

19. 5330 for deferrals with a negative K-1... for 2014

    By AlbanyConsultant, August 24, 2016
    • 0 replies
    • 462 views
    • 
    • AlbanyConsultant
    • August 24, 2016

20. 5330 for late deposits question

    By BG5150, April 28, 2020
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • May 1, 2020

21. 5500 Codes for Line 8a

    By Below Ground, April 21, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • April 21, 2006

22. 5500 filing - automatic extension

    By Jakyasar, September 17, 2024
    • 1 reply
    • 440 views
    • 
    • Lou S.
    • September 17, 2024

23. 5500 Filing Exemption

    By Guest JROSSITTER, November 6, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 14, 1998

24. 5500 filing for 2 shareholders of S-Corp

    By Jakyasar, May 29
    • 2 replies
    • 3.6k views
    • 
    • Jakyasar
    • May 29

25. 5500 Filing on new plan

    By Guest MMorgan, September 11, 1998
    • 4 replies
    • 2.5k views
    • 
    • imchipbrown
    • September 17, 1998

26. 5500 for Multiple Employer (other)

    By Guest dbvail, January 12, 1999
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • July 26, 1999

27. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar, September 9
    • 1 reply
    • 1.5k views
    • 
    • Paul I
    • September 10

28. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

    By AlbanyConsultant, August 10, 2016
    • 0 replies
    • 743 views
    • 
    • AlbanyConsultant
    • August 10, 2016

29. 5500 NEVER FILED UNTIL NOW

    By Dawn Hafner, October 2, 1998
    • 5 replies
    • 2.3k views
    • 
    • Ervin Barham
    • October 8, 1998

30. 5500 New Employer added to a Multiple Employer Plan

    By Guest Frank Jackson, October 7, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 8, 1999

31. 5500 or EZ for 1-man plan w/alternate payee?

    By mming, September 17, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 24, 2004

32. 5500 Question

    By Guest Frank Jackson, April 27, 1999
    • 1 reply
    • 1.4k views
    • 
    • imchipbrown
    • May 5, 1999

33. 5500 reports and life insurance

    By Cynchbeast, January 21, 2020
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • January 22, 2020

34. 5500 required if new profit sharing plan is not funded after all?

    By Guest wlank, July 14, 2000
    • 8 replies
    • 2.9k views
    • 
    • imchipbrown
    • September 15, 2000

35. 5500 Schedule G

    By Guest Frank Jackson, April 6, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 6, 1999

36. 5500 statute of limitations

    By ESOP Guy, February 25, 2014
    • 2 replies
    • 2.8k views
    • 
    • Flyboyjohn
    • February 25, 2014

37. 5500 vs. 5500c/r

    By Guest cascigm, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Spencer
    • June 20, 1999

38. 5500-C Item 26(l)and Mutual Fund Transactions

    By Guest wolfpack, July 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 21, 1999

39. 5500-EZ

    By Guest dlm, August 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 13, 1999

40. 5500-EZ filed for under $250k

    By Cynchbeast, May 19, 2015
    • 0 replies
    • 1k views
    • 
    • Cynchbeast
    • May 19, 2015

41. 5500-EZ not filed

    By Cynchbeast, May 14, 2013
    • 5 replies
    • 2.1k views
    • 
    • Effen
    • June 17, 2013

42. 5500-SF for 2015

    By Cynchbeast, January 21, 2016
    • 8 replies
    • 1.1k views
    • 
    • GMK
    • January 22, 2016

43. 5500EZ

    By LauraERPA, December 10, 2015
    • 1 reply
    • 609 views
    • 
    • Mike Preston
    • December 10, 2015

44. 5500EZ 5500SF

    By mjf06241972, September 27, 2018
    • 18 replies
    • 1.4k views
    • 
    • Larry Starr
    • October 8, 2018

45. 5500EZ and IRS agent

    By SoCalActuary, October 5, 2018   

    • rmd
    • 5500ez
    • 3 replies
    • 696 views
    • 
    • Mike Preston
    • October 5, 2018

46. 5500EZ/bonding/LLC

    By Draper55, February 24, 2023
    • 1 reply
    • 645 views
    • 
    • C. B. Zeller
    • February 27, 2023

47. 5500EZs not filed and owners now want to rollover to IRA

    By Cynchbeast, June 24, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • June 25, 2013

48. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf, November 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 10, 1999

49. 5500SF related

    By Jakyasar, September 13, 2022
    • 2 replies
    • 715 views
    • 
    • Jakyasar
    • September 13, 2022

50. 6/30/19 Fiscal year 5500 on extension until April 15th are they now further extended

    By SSRRS, April 7, 2020
    • 8 replies
    • 1.1k views
    • 
    • SSRRS
    • April 13, 2020