Form 5500

3,273 topics in this forum

1. Form 5500 on EFAST prior to 2009

   By PensionPro, December 18
   • 2 replies
   • 318 views
   • 
   • thepensionmaven
   • December 20

2. 5500-SF last yr (as owner+employee), but now owner only w/assets < 250K - file EZ?

   By TPApril, October 15
   • 7 replies
   • 551 views
   • 
   • Bri
   • December 11

3. Form 5500 - employer transition from non-ERISA to ERISA - short plan year?

   By t.haley, November 13, 2024
   • 2 replies
   • 1.1k views
   • 
   • rochelle
   • December 2

4. Amend Form 5500 for Retroactive Fidelity Bond?

   By M Gerald, November 19
   • 3 replies
   • 493 views
   • 
   • M Gerald
   • November 20

5. What are Form 5500’s fiduciary-responsibility questions?

   By Peter Gulia, October 24
   • 5 replies
   • 782 views
   • 
   • Paul I
   • November 3

6. Amend 5500 and also ck off 5558?

   By SSRRS, November 3
   • 3 replies
   • 499 views
   • 
   • Paul I
   • November 3

7. North Carolina further extended to September 2025

   By SSRRS, April 30
   • 5 replies
   • 1.3k views
   • 
   • SSRRS
   • November 3

8. DFVCP Fee

   By Keith Lowery, October 15, 2024
   • 3 replies
   • 960 views
   • 
   • thepensionmaven
   • October 23

9. 5558 Extension Denied for Late Filing - but wasn't late and was with our entire package of extension! Somewhat freaking out here.

   By HarleyBabe, September 17, 2024
   • 29 replies
   • 6.4k views
   • 
   • thepensionmaven
   • October 23

10. 5500 filed late, not under DFVCP, then employer received CP283 penalty notice and paid it

    By Belgarath, December 3, 2024
    • 3 replies
    • 1.6k views
    • 
    • thepensionmaven
    • October 23

11. Off calendar year 5500

    By Bruce1, October 22
    • 2 replies
    • 324 views
    • 
    • Bruce1
    • October 22

12. American Funds Trust Reportd

    By thepensionmaven, October 20
    • 2 replies
    • 323 views
    • 
    • thepensionmaven
    • October 21

13. Missed filing 5500 (2023) for long term client

    By Basically, October 2
    • 8 replies
    • 671 views
    • 
    • Belgarath
    • October 20

14. Mandatory e-filing for 5500-EZ

    By TPApril, October 15
    • 6 replies
    • 562 views
    • 
    • thepensionmaven
    • October 18

15. Can a non-US citizen sign the 5500?

    By AlbanyConsultant, October 7
    • 9 replies
    • 966 views
    • 
    • AlbanyConsultant
    • October 9

16. DFVCP After 5500 Filed

    By EBECatty, October 17, 2024
    • 21 replies
    • 7.3k views
    • 
    • thepensionmaven
    • September 26

17. 2024 first year 5500-SF, prior year no filing owner only plan

    By LMK TPA, September 15
    • 5 replies
    • 2.7k views
    • 
    • Paul I
    • September 24

18. Form 5500-SF - 2024. Q 14(a)

    By thepensionmaven, September 15
    • 6 replies
    • 2.9k views
    • 
    • Paul I
    • September 19

19. 5500 for Trust w/forfeiture balance but no participants?

    By TPApril, September 15
    • 0 replies
    • 1.2k views
    • 
    • TPApril
    • September 15

20. Calendar Year Auto Extension on 5500 Due 9/15?

    By TPApril, September 12
    • 2 replies
    • 2.1k views
    • 
    • thepensionmaven
    • September 15

21. 5500-SF 9a (Plan Characteristic) Code 2D

    By OrderOfOps, September 3
    • 2 replies
    • 2.7k views
    • 
    • OrderOfOps
    • September 3

22. After-Tax and first year for 401(m) testing

    By Just Tri, August 28
    • 4 replies
    • 457 views
    • 
    • Paul I
    • August 29

23. Final 5500 for small unfunded welfare plan that previously filed?

    By ERISA guy, August 26
    • 0 replies
    • 1.1k views
    • 
    • ERISA guy
    • August 26

24. 5500 Counts - definition of Participant in DC plan

    By justanotheradmin, January 10, 2024
    • 32 replies
    • 11.2k views
    • 
    • RatherBeGolfing
    • August 20

25. 5500 Due date, with 5558 extension

    By Belgarath, August 19
    • 4 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • August 19

26. Form 5500-EZ $250,000 Threshold Determination

    By PensionPro, July 30
    • 6 replies
    • 1.6k views
    • 
    • PensionPro
    • August 12

27. DFVC

    By thepensionmaven, August 6
    • 4 replies
    • 1.3k views
    • 
    • justanotheradmin
    • August 7

28. Past 5500 filings

    By Larry Grudzien, August 4
    • 5 replies
    • 2.3k views
    • 
    • fmsinc
    • August 6

29. Form 5500-EZ - Owner and Children

    By Vlad401k, October 30, 2023
    • 3 replies
    • 2.1k views
    • 
    • Vlad401k
    • August 6

30. Form 5500 Filing Question

    By Brian Murphy, July 22
    • 2 replies
    • 819 views
    • 
    • RatherBeGolfing
    • July 22

31. Electronic Filing of Form 5558

    By Tom, November 13, 2023
    • 5 replies
    • 2k views
    • 
    • CTipper
    • July 10

32. 5500-SF & Sch MEP for 2024

    By doombuggy, June 23
    • 2 replies
    • 768 views
    • 
    • doombuggy
    • June 24

33. Authorization to file 5500 on behalf

    By TPApril, June 12
    • 4 replies
    • 881 views
    • 
    • RatherBeGolfing
    • June 16

34. File Amended 5500-SF Originally Filed 5500-EZ

    By Dougsbpc, June 10
    • 6 replies
    • 1.4k views
    • 
    • Dougsbpc
    • June 12

35. Terminated Plan - 5500 Error - Pointing Assets Transferred to Acquiring Plan

    By kadvisor, June 5
    • 6 replies
    • 1.2k views
    • 
    • Paul I
    • June 6

36. Did not do cashout under $5k--failure to provide benefit on 5500?

    By BG5150, May 30
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 31

37. Filing via DFVCP. Starting with 5500-SF and ending with 5500-EZ... Maybe? And do we count a $0.75 balance?

    By AJC, May 29
    • 2 replies
    • 1.8k views
    • 
    • AJC
    • May 30

38. IRS Penalizing for "late" amended return

    By MrsMacias, May 22
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • May 27

39. Docusign

    By thepensionmaven, May 21
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • May 21

40. Authorized Service Provider - Signing 5500 Filing?

    By 5500sorBust, May 8
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 9

41. Form 5500-SF Part VIII 14a

    By TH 401k, May 7
    • 4 replies
    • 1.5k views
    • 
    • Paul I
    • May 7

42. 5500 Forms on Pension Reporter

    By Sunny, May 6
    • 3 replies
    • 2k views
    • 
    • Peter Gulia
    • May 7

43. Tribal Government and Casino Plan

    By 5500Nerd, June 12, 2020
    • 3 replies
    • 1.9k views
    • 
    • Peenionved
    • May 1

44. 5500 Codes - PPT Directed switched to Pooled

    By Lynda Hill, April 17
    • 1 reply
    • 1.4k views
    • 
    • Peter Gulia
    • April 17

45. Code 3H applies to affiliated service group

    By Tom, April 17
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • April 17

46. I file or other methods

    By SSRRS, April 10
    • 3 replies
    • 1.5k views
    • 
    • SSRRS
    • April 16

47. Making some or all of the plan's data not public on EFAST2

    By ESOP Guy, March 29
    • 1 reply
    • 1.3k views
    • 
    • Paul I
    • March 29

48. DFEs, MEP and DCG Reporting on 5500 for Plan Types

    By 401kology, March 11   

    • pep
    • gop
    • (and 1 more)

      Tagged with:

      • pep
      • gop
      • 5500
    • 1 reply
    • 1.3k views
    • 
    • 401kology
    • March 12

49. Late 8955-SSA

    By austin3515, March 7
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 10

50. Plan Sponsor Name not updated on Plan Document

    By KP19, March 5
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 5