401(k) Plans

19,319 topics in this forum

1. 5500 deadline

   By Guest ars, September 17, 1999
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • September 18, 1999

2. 5500 disclosure

   By Guest oxdougw, August 25, 2003
   • 8 replies
   • 1.7k views
   • 
   • Guest
   • August 25, 2003

3. 5500 Due Date

   By Guest Jeff P, July 23, 1999
   • 10 replies
   • 2.4k views
   • 
   • John A
   • September 20, 1999

4. 5500 extension

   By Guest ars1, September 12, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 12, 1999

5. 5500 EZ filing

   By Earl, January 6, 2019
   • 7 replies
   • 926 views
   • 
   • Karoline Curran
   • January 8, 2019

6. 5500 EZ One-participant retirement plan

   By Roz Nard, July 14, 2018
   • 3 replies
   • 754 views
   • 
   • ETA Consulting LLC
   • July 15, 2018

7. 5500 EZ or SF?

   By cheersmate, July 10, 2021
   • 2 replies
   • 629 views
   • 
   • cheersmate
   • July 15, 2021

8. 5500 Feature Code 2T

   By austin3515, April 13, 2010
   • 2 replies
   • 3.1k views
   • 
   • rcline46
   • April 14, 2010

9. 5500 filed last year but number of account balances now under 100

   By Pixie, December 1, 2025
   • 1 reply
   • 264 views
   • 
   • Nichol C
   • December 2, 2025

10. 5500 filed without audit report

    By k man, October 18, 2001
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • October 19, 2001

11. 5500 filing

    By Guest ars, November 19, 1999
    • 2 replies
    • 1.5k views
    • 
    • thepensionmaven
    • December 5, 1999

12. 5500 filing when plan takeover occurs

    By Guest Jodi, November 4, 1998
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 7, 1998

13. 5500 for 1999

    By Guest Frank Jackson, September 10, 1999
    • 1 reply
    • 1.3k views
    • 
    • BeckyMiller
    • September 16, 1999

14. 5500 for a plan that has been merged into another?

    By Guest SJPrince, September 29, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2000

15. 5500 for MEPs

    By 30Rock, September 2, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • September 2, 2011

16. 5500 For PEP

    By Keith Lowery, October 14, 2024
    • 2 replies
    • 499 views
    • 
    • Keith Lowery
    • October 14, 2024

17. 5500 Form / Contributions rec'd after PYE

    By Jean, March 2, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 1999

18. 5500 Line 6 Count - Active Employees No Longer Eligible for Contributions

    By The Guru, September 7, 2023
    • 2 replies
    • 423 views
    • 
    • CuseFan
    • September 8, 2023

19. 5500 never filed.

    By Guest Melissa Winslow, February 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2000

20. 5500 not filed, GUST and EGTRRA not complete.

    By Guest jhilliard, December 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 17, 2003

21. 5500 Plan Feature Codes

    By austin3515, June 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • June 22, 2007

22. 5500 problem

    By SRP, September 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • ERISAnut
    • September 12, 2008

23. 5500 Proposed Revisions 1 2

    By austin3515, July 11, 2016
    • 53 replies
    • 6.2k views
    • 
    • austin3515
    • October 28, 2016

24. 5500 question

    By k man, May 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • May 29, 2002

25. 5500 Question, Profit Share Jan-2018

    By SJones, July 8, 2018   

    • cash-basis
    • accrual basis
    • 8 replies
    • 1.9k views
    • 
    • Kristina
    • July 9, 2018

26. 5500 Reporting

    By Guest JB2, September 10, 1998
    • 1 reply
    • 5k views
    • 
    • Guest
    • September 10, 1998

27. 5500 Reporting for Self Directed Accounts

    By Guest JCatt, March 27, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2002

28. 5500 Review Requirement Calls from Wharton Group

    By Francis, April 14, 2020
    • 8 replies
    • 2.8k views
    • 
    • Mike Preston
    • July 12, 2021

29. 5500 Schedule C Question

    By Madison71, August 6, 2018
    • 0 replies
    • 485 views
    • 
    • Madison71
    • August 6, 2018

30. 5500 Schedule I - Q. 4i

    By austin3515, November 14, 2006
    • 13 replies
    • 2k views
    • 
    • Archimage
    • November 16, 2006

31. 5500 Schedule of Assets Held

    By austin3515, June 10, 2003
    • 0 replies
    • 2k views
    • 
    • austin3515
    • June 10, 2003

32. 5500 SF to 5500EZ

    By FishOn, August 21, 2023
    • 7 replies
    • 1k views
    • 
    • RatherBeGolfing
    • January 2, 2024

33. 5500 Test Run

    By Guest Thornton, March 16, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 1999

34. 5500 Two Signatures?

    By CJS07, September 15, 2010
    • 1 reply
    • 968 views
    • 
    • austin3515
    • September 15, 2010

35. 5500 vs. 5500c/r

    By Guest P A Weick, June 11, 1999
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 2, 1999

36. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril, September 20, 2023
    • 0 replies
    • 461 views
    • 
    • TPApril
    • September 20, 2023

37. 5500-EZ allowed?

    By gregburst, December 5, 2012
    • 1 reply
    • 967 views
    • 
    • ETA Consulting LLC
    • December 5, 2012

38. 5500-EZ Nonfiler

    By austin3515, April 6, 2010
    • 9 replies
    • 4k views
    • 
    • Guest
    • April 22, 2010

39. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga, December 10, 2018
    • 2 replies
    • 663 views
    • 
    • Purplemandinga
    • December 10, 2018

40. 5500-SF or 5500-EZ

    By drakecohen, May 30, 2023
    • 1 reply
    • 473 views
    • 
    • WDIK
    • May 30, 2023

41. 5500EZ or SF

    By VirginiaTPA, July 8, 2021   

    • 5500
    • 5500ez
    • (and 2 more)

      Tagged with:

      • 5500
      • 5500ez
      • 5500sf
      • 5500 count
    • 8 replies
    • 929 views
    • 
    • BG5150
    • July 15, 2021

42. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf, November 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • November 8, 1999

43. 5500s

    By fidu, May 29, 2002
    • 10 replies
    • 2.2k views
    • 
    • fidu
    • June 12, 2002

44. 59 1/2 distribution

    By Guest kelly9522, January 3, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2003

45. 59 1/2 Distributions

    By MBCarey, February 20, 2007
    • 1 reply
    • 1k views
    • 
    • JanetM
    • February 20, 2007

46. 6 month suspension of deferrals after hardship

    By khn, April 23, 2014
    • 2 replies
    • 2.1k views
    • 
    • My 2 cents
    • April 23, 2014

47. 6 Months and 1000 hour requirement for eligibility

    By Coleboy1, September 7, 2022
    • 11 replies
    • 4.6k views
    • 
    • jsample
    • September 8, 2022

48. 6 person Plan for a subsidiary of a Listed company

    By Jim Chad, March 20, 2008
    • 4 replies
    • 1.2k views
    • 
    • dmwe
    • April 10, 2008

49. 6/30 FISCAL YR, HAD SIMPLE WANTS SH401K

    By cheersmate, March 10, 2019   

    • simple plan
    • 401k plan
    • (and 1 more)

      Tagged with:

      • simple plan
      • 401k plan
      • overlapping plans deduction considerations
    • 0 replies
    • 361 views
    • 
    • cheersmate
    • March 10, 2019

50. 6/30 PYE 401k - safe harbor needed every other year?

    By Santo Gold, November 2, 2005
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • November 2, 2005