401(k) Plans

19,321 topics in this forum

1. Form 5500 - wholly owned question

   By Guest planwizard, February 7, 2007
   • 0 replies
   • 936 views
   • 
   • Guest
   • February 7, 2007

2. Form 5500 -- Who Should Sign Amended Returns?

   By Guest notapensiongeek, October 11, 2007
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • October 11, 2007

3. Form 5500 (item #8a)

   By Guest Giovanni, July 9, 2004
   • 6 replies
   • 1.8k views
   • 
   • pmacduff
   • July 13, 2004

4. Form 5500 Archive Link

   By Guest Robin Hopkins, June 28, 2000
   • 7 replies
   • 1.7k views
   • 
   • Guest
   • June 30, 2000

5. Form 5500 Count

   By coleboy, June 9, 2016
   • 3 replies
   • 1.1k views
   • 
   • austin3515
   • June 10, 2016

6. Form 5500 Extension Requirement

   By metsfan026, July 29, 2025
   • 6 replies
   • 1.9k views
   • 
   • Bug on my window
   • July 29, 2025

7. form 5500 ez filing, no EIN only SSN

   By Lori H, October 3, 2008
   • 7 replies
   • 3.4k views
   • 
   • Guest
   • October 6, 2008

8. Form 5500 for 2000

   By Brenda Wren, January 21, 2000
   • 8 replies
   • 2.1k views
   • 
   • imchipbrown
   • February 8, 2000

9. Form 5500 for a Terminated- Bankrupt Plan

   By Nassau, September 14, 2010
   • 1 reply
   • 2.8k views
   • 
   • PensionPro
   • September 14, 2010

10. Form 5500 Participant Report Line 7b or 7c

    By Madison71, March 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 4, 2008

11. Form 5500 Plan Characteristic Code 2T

    By ldr, April 30, 2018   

    • 5500
    • code 2t
    • (and 1 more)

      Tagged with:

      • 5500
      • code 2t
      • plan characteristic
    • 10 replies
    • 4.7k views
    • 
    • BG5150
    • May 2, 2018

12. Form 5500 Question

    By XCAL78, October 14, 2024
    • 2 replies
    • 545 views
    • 
    • XCAL78
    • October 15, 2024

13. Form 5500 Question - Pre-Funded Contribution

    By metsfan026, July 1, 2025
    • 5 replies
    • 1k views
    • 
    • Artie M
    • July 3, 2025

14. Form 5500 Question Part III 8(b)

    By SJones, July 4, 2019   

    • 5500
    • income
    • (and 1 more)

      Tagged with:

      • 5500
      • income
      • loss
    • 5 replies
    • 1.8k views
    • 
    • SJones
    • July 6, 2019

15. Form 5500 reporting and uncashed checks

    By cpc0506, May 15, 2018
    • 6 replies
    • 1.9k views
    • 
    • Bob the Swimmer
    • May 16, 2018

16. Form 5500 reporting of 2015 Contribution made in November 2016 for calendar year plan

    By AdKu, October 27, 2016   

    • Form 5500 reporting
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • October 28, 2016

17. Form 5500 Reporting: Nonexempt Transaction

    By Guest meeh3704, October 7, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 7, 2008

18. Form 5500 Required if New Plan Has No Participants and No Assets Yet?

    By kmhaab, September 27, 2022
    • 3 replies
    • 788 views
    • 
    • Peter Gulia
    • September 28, 2022

19. Form 5500 Schedule D

    By Guest Nanetta45, May 12, 2009
    • 2 replies
    • 2.5k views
    • 
    • BG5150
    • May 13, 2009

20. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026, October 13, 2024
    • 0 replies
    • 329 views
    • 
    • metsfan026
    • October 13, 2024

21. Form 5500 Schedule T coverage

    By Guest SJPrince, January 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 20, 2003

22. Form 5500 Year End Plan Assets

    By Benefits 101, July 30, 2023
    • 3 replies
    • 553 views
    • 
    • Jakyasar
    • July 31, 2023

23. Form 5500-C/R

    By Guest Theresa, October 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 1999

24. Form 5500-EZ - Correction Program

    By metsfan026, March 18, 2025
    • 3 replies
    • 966 views
    • 
    • Paul I
    • March 18, 2025

25. Form 5500-EZ - Who Is Eligible

    By metsfan026, October 11, 2022
    • 2 replies
    • 838 views
    • 
    • C. B. Zeller
    • October 11, 2022

26. Form 5500-SF and Schedule A & D

    By Pammie57, July 28, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 28, 2015

27. Form 5500-SF Part II Line 5(a)-(e)

    By AdKu, April 9, 2019
    • 15 replies
    • 3.6k views
    • 
    • AdKu
    • April 20, 2021

28. Form 5500, Audit requirement

    By Guest cfspr, August 8, 2003
    • 6 replies
    • 2.4k views
    • 
    • E as in ERISA
    • August 22, 2003

29. Form 5500: Deferred Vested Benefit

    By Guest wwest, September 15, 1999
    • 1 reply
    • 2k views
    • 
    • Ervin Barham
    • September 16, 1999

30. Form 5500ez - dividend posted after assets rolled over

    By Hope123, July 31, 2024
    • 5 replies
    • 764 views
    • 
    • Hope123
    • July 31, 2024

31. Form 5500EZ line 10b

    By Guest naveen, February 28, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • February 28, 2009

32. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy, September 5, 2019
    • 0 replies
    • 502 views
    • 
    • CLE401kGuy
    • September 5, 2019

33. Form 5558 Extension / Change in Plan Sponsor

    By IhrtERISA, April 23, 2020
    • 4 replies
    • 1k views
    • 
    • Larry Starr
    • April 23, 2020

34. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 2.6k views
    • 
    • Nicola
    • October 13, 2019

35. Form 5558s - returned from IRS

    By justanotheradmin, August 9, 2016
    • 3 replies
    • 963 views
    • 
    • justanotheradmin
    • August 9, 2016

36. Form 6088 for terminating 401(k) Plan

    By RWPHoenix, August 7, 2018
    • 1 reply
    • 459 views
    • 
    • RWPHoenix
    • August 7, 2018

37. Form 8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation

    By Planit 401k, March 12, 2025
    • 0 replies
    • 999 views
    • 
    • Planit 401k
    • March 12, 2025

38. Form 8881, Small plan tax credit form instructions?

    By justanotheradmin, December 21, 2023
    • 0 replies
    • 538 views
    • 
    • justanotheradmin
    • December 21, 2023

39. Form 8881(Rev. December 2020)

    By Kac1214, April 7, 2021
    • 2 replies
    • 997 views
    • 
    • Kac1214
    • July 6, 2022

40. Form 8905

    By Guest jefe96, December 21, 2006
    • 4 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 26, 2006

41. Form 8905 for uncertain 401(k) plan

    By Guest PBJ, January 9, 2007
    • 4 replies
    • 2.1k views
    • 
    • austin3515
    • January 17, 2007

42. Form 8955 Extension but nothing to file

    By Tom, July 3, 2024
    • 1 reply
    • 487 views
    • 
    • RatherBeGolfing
    • July 3, 2024

43. Form 8955-SSA

    By Guest Achilles, October 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • October 5, 2011

44. Form 8955-SSA (Check mark column)

    By Christopher Wilson, July 23, 2019
    • 3 replies
    • 968 views
    • 
    • Kristina
    • July 24, 2019

45. Form 8955-SSA / Can't get it from IRS website

    By gc@chimentowebb.com, July 26, 2023
    • 7 replies
    • 1.2k views
    • 
    • Paul I
    • July 26, 2023

46. Form 945

    By Dazednconfused, December 14, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • December 14, 2009

47. Form 945

    By Guest ANNEBV, January 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • January 10, 2002

48. Form 990 T

    By 52626, March 11, 2016
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2016

49. Form BE- 180 Benchmark Survey

    By Nassau, September 16, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 16, 2010

50. Form EBS-1

    By Guest Laura Millwood, November 9, 1998
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • November 10, 1998