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Form 5500

3,283 topics in this forum

  1. 5558 error

    By SSRRS,
    • 6 replies
    • 6.9k views

  2. DFVCP After 5500 Filed

    By EBECatty,
    • 25 replies
    • 9.7k views

  3. Form 8955-SSA in the year of merger

    By PensionPro,
    • 3 replies
    • 361 views

  4. Characteristic Code 3B

    By BG5150,
    • 19 replies
    • 471 views

  5. De minimis balances for final 5500

    By TPApril,
    • 4 replies
    • 704 views

  6. Form 5558 E File

    By BeanCounterBlues,
    • 3 replies
    • 646 views

  7. 8955-SSA & Deadlines

    By DanyelN,
    • 3 replies
    • 876 views

  8. Schedule SB fillable pdf

    By SSRRS,
    • 2 replies
    • 602 views

  9. DFVC Penalty Calculator - Showing Late Filing That's Not Late?

    By notapensiongeek,
    • 2 replies
    • 605 views

  10. late 5500 filed, extension not recognized

    By Santo Gold,
    • 3 replies
    • 720 views

  11. Schedule R question 21b (or SF 14b)

    By WCC,
    • 4 replies
    • 630 views

  12. Late 8955-SSA

    By austin3515,
    • 5 replies
    • 2.7k views

  13. Form 5500 on EFAST prior to 2009

    By PensionPro,
    • 2 replies
    • 687 views

  14. 5500-SF last yr (as owner+employee), but now owner only w/assets < 250K - file EZ?

    By TPApril,
    • 7 replies
    • 1k views
    • Bri
    • Bri

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

    By t.haley,
    • 2 replies
    • 1.3k views

  16. Amend Form 5500 for Retroactive Fidelity Bond?

    By M Gerald,
    • 3 replies
    • 769 views

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

    By Peter Gulia,
    • 5 replies
    • 1.1k views

  18. Amend 5500 and also ck off 5558?

    By SSRRS,
    • 3 replies
    • 687 views

  19. North Carolina further extended to September 2025

    By SSRRS,
    • 5 replies
    • 1.5k views

  20. DFVCP Fee

    By Keith Lowery,
    • 3 replies
    • 1.1k views

  21. 5558 Extension Denied for Late Filing - but wasn't late and was with our entire package of extension! Somewhat freaking out here.

    By HarleyBabe,
    • 29 replies
    • 7.3k views

  22. 5500 filed late, not under DFVCP, then employer received CP283 penalty notice and paid it

    By Belgarath,
    • 3 replies
    • 1.8k views

  23. Off calendar year 5500

    By Bruce1,
    • 2 replies
    • 473 views

  24. American Funds Trust Reportd

    By thepensionmaven,
    • 2 replies
    • 458 views

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

    By Basically,
    • 8 replies
    • 919 views

  26. Mandatory e-filing for 5500-EZ

    By TPApril,
    • 6 replies
    • 847 views

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

    By AlbanyConsultant,
    • 9 replies
    • 1.3k views

  28. 2024 first year 5500-SF, prior year no filing owner only plan

    By LMK TPA,
    • 5 replies
    • 3.2k views

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

    By thepensionmaven,
    • 6 replies
    • 3.1k views

  30. 5500 for Trust w/forfeiture balance but no participants?

    By TPApril,
    • 0 replies
    • 1.3k views

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

    By TPApril,
    • 2 replies
    • 2.2k views

  32. 5500-SF 9a (Plan Characteristic) Code 2D

    By OrderOfOps,
    • 2 replies
    • 3k views

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

    By Just Tri,
    • 4 replies
    • 611 views

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

    By ERISA guy,
    • 0 replies
    • 1.2k views

  35. 5500 Counts - definition of Participant in DC plan

    By justanotheradmin,
    • 32 replies
    • 13.5k views

  36. 5500 Due date, with 5558 extension

    By Belgarath,
    • 4 replies
    • 3.3k views

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

    By PensionPro,
    • 6 replies
    • 1.9k views

  38. DFVC

    By thepensionmaven,
    • 4 replies
    • 1.6k views

  39. Past 5500 filings

    By Larry Grudzien,
    • 5 replies
    • 2.6k views

  40. Form 5500-EZ - Owner and Children

    By Vlad401k,
    • 3 replies
    • 2.4k views

  41. Form 5500 Filing Question

    By Brian Murphy,
    • 2 replies
    • 982 views

  42. Electronic Filing of Form 5558

    By Tom,
    • 5 replies
    • 2.2k views

  43. 5500-SF & Sch MEP for 2024

    By doombuggy,
    • 2 replies
    • 914 views

  44. Authorization to file 5500 on behalf

    By TPApril,
    • 4 replies
    • 1.1k views

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

    By Dougsbpc,
    • 6 replies
    • 1.8k views

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

    By kadvisor,
    • 6 replies
    • 1.4k views

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

    By BG5150,
    • 3 replies
    • 1.7k views

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

    By AJC,
    • 2 replies
    • 8.6k views

  49. IRS Penalizing for "late" amended return

    By MrsMacias,
    • 6 replies
    • 2.3k views

  50. Docusign

    By thepensionmaven,
    • 1 reply
    • 1.3k views
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