Form 5500

3,272 topics in this forum

1. Anyone feel like they are NOT going to make the filing deadline?

   By Guest AHS527, October 7, 2010
   • 38 replies
   • 6.2k views
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   • GMK
   • November 9, 2010

2. Plan name change

   By Santo Gold, March 18, 2016
   • 37 replies
   • 16.2k views
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   • MrsMacias
   • August 12, 2019

3. ASPPA ASAP re PTINS for 5500 "preparers"

   By Belgarath, August 11, 2010
   • 36 replies
   • 7.3k views
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   • goldtpa
   • November 17, 2010

4. Form 5500 Sans Audit Report

   By austin3515, October 6, 2022
   • 34 replies
   • 3.6k views
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   • austin3515
   • March 22, 2023

5. Relius Web Client

   By TPAMan, October 16, 2012
   • 32 replies
   • 6.9k views
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   • TPApril
   • October 23, 2014

6. Extension for Form 5500 Denied

   By ConnieStorer, September 27, 2019
   • 32 replies
   • 5.4k views
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   • cfull
   • November 11, 2019

7. 5500 Counts - definition of Participant in DC plan

   By justanotheradmin, January 10, 2024
   • 32 replies
   • 10.8k views
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   • RatherBeGolfing
   • August 20

8. Docusign?

   By austin3515, June 8, 2018
   • 30 replies
   • 7.6k views
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   • Larry Starr
   • June 19, 2018

9. Who can act as an IQPA?

   By Guest CFP in Philly, August 27, 2008
   • 30 replies
   • 5.5k views
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   • Guest
   • September 11, 2008

10. 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
    • 6.3k views
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    • thepensionmaven
    • October 23

11. Erroneous IRS penalty letters - 2012 filings

    By Brenda Wren, September 10, 2013
    • 28 replies
    • 7.4k views
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    • Kevin C
    • December 5, 2013

12. 8955 SSA Question

    By PFranckowiak, March 16, 2011
    • 27 replies
    • 6.9k views
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    • Tom Poje
    • July 5, 2011

13. "One Participant Plan"

    By thepensionmaven, January 11, 2021
    • 26 replies
    • 6k views
    • 
    • RatherBeGolfing
    • April 29, 2021

14. Failure to File 5500EZ

    By Guest Thornton, January 10, 2003
    • 25 replies
    • 21.1k views
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    • Guest
    • May 28, 2007

15. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril, May 31, 2019
    • 25 replies
    • 6k views
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    • VCH
    • September 11, 2021

16. 5500 Inquiry - 9 years later

    By LMOC, April 26, 2016
    • 25 replies
    • 4.1k views
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    • Mike Preston
    • May 24, 2017

17. EFAST2 Update

    By Andy the Actuary, April 20, 2010
    • 25 replies
    • 6.3k views
    • 
    • doombuggy
    • June 4, 2010

18. Late 5500/SF

    By thepensionmaven, April 20, 2018
    • 24 replies
    • 4.3k views
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    • COplainsman
    • June 16, 2021

19. IRS Declares Form 5500 Exempt from PTIN Requirement

    By Dave Baker, December 30, 2010
    • 24 replies
    • 5.6k views
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    • Kevin C
    • February 23, 2011

20. Accounting basis for 5500-EZ?

    By Guest winterhill, July 11, 2007
    • 23 replies
    • 11.8k views
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    • WDIK
    • July 19, 2007

21. File? yes or no poll question

    By WCC, April 6, 2017
    • 23 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 7, 2017

22. Converting Regular 401K To Solo 401K?

    By pone55, February 19, 2017   

    • solo401k
    • 23 replies
    • 4.7k views
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    • K2retire
    • February 23, 2017

23. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 6.7k views
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    • RatherBeGolfing
    • March 29, 2021

24. IRS Notices Of Late/Missing Filings For 2004

    By Guest merlin, September 7, 2007
    • 23 replies
    • 7.5k views
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    • Earl
    • October 7, 2008

25. file 5500 without audit? I know, this has been discussed many times, but....

    By WCC, October 12, 2021
    • 22 replies
    • 3.2k views
    • 
    • RatherBeGolfing
    • October 20, 2021

26. Solo 401k plan closed issue

    By jsmith1985, October 15, 2014
    • 22 replies
    • 3.3k views
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    • Mike Preston
    • October 18, 2014

27. Termination in 2009

    By Below Ground, April 24, 2009
    • 22 replies
    • 4.2k views
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    • Bird
    • September 2, 2009

28. 5500 filings and attachments

    By 2muchstress, October 15, 2002
    • 22 replies
    • 4.4k views
    • 
    • Lori Friedman
    • September 23, 2005

29. 8955, 5558, 5500-EZ

    By PFranckowiak, May 10, 2011
    • 22 replies
    • 4.4k views
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    • 12AX7
    • June 9, 2011

30. DFVCP After 5500 Filed

    By EBECatty, October 17, 2024
    • 21 replies
    • 6.9k views
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    • thepensionmaven
    • September 26

31. Plan merger and final 5500 - 1/1 merger date

    By Belgarath, June 28, 2016
    • 21 replies
    • 10.3k views
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    • Belgarath
    • November 20, 2024

32. Enabling After-Tax Contributions to 401K

    By pone55, February 12, 2017   

    • roth
    • roth401k
    • (and 1 more)

      Tagged with:

      • roth
      • roth401k
      • after-tax
    • 21 replies
    • 7.8k views
    • 
    • Bill Presson
    • February 19, 2017

33. SSA Count

    By Leopurrd, May 18, 2006
    • 20 replies
    • 4.5k views
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    • Guest
    • June 26, 2009

34. 5500 is overdue - final notice - CP-406

    By tymesup, April 18, 2016
    • 19 replies
    • 2.3k views
    • 
    • My 2 cents
    • July 22, 2016

35. 5500SF to 5500EZ

    By TPApril, May 24, 2019
    • 19 replies
    • 3.2k views
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    • chc93
    • July 8, 2019

36. Form 5500-SUP

    By buckaroo, October 24, 2014
    • 19 replies
    • 4.8k views
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    • austin3515
    • November 14, 2014

37. Slew of IRS penalty letters

    By Guest Doogie61, December 11, 2009
    • 19 replies
    • 4.5k views
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    • MJ Hartman
    • February 19, 2010

38. Partial Form 5500 - Large Plans

    By Guest JHeller, October 4, 2010
    • 19 replies
    • 4.6k views
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    • Guest
    • October 7, 2010

39. Correcting Plan Number

    By Guest Sieve, August 29, 2011
    • 19 replies
    • 8.2k views
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    • TPApril
    • October 3, 2017

40. Relius Web Client - Processing Stopped

    By Guest JPIngold, June 15, 2010
    • 19 replies
    • 5.2k views
    • 
    • Guest
    • August 24, 2010

41. Is participant count on 5500 really that important?

    By Guest IluvNewComp, October 9, 2010
    • 18 replies
    • 5.1k views
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    • PensionPro
    • October 29, 2010

42. Form 5500 / First Day of Plan Year Entrants

    By austin3515, July 31, 2019
    • 18 replies
    • 2.3k views
    • 
    • Bri
    • August 5, 2019

43. final form 5500

    By betheeg, April 8, 2003
    • 18 replies
    • 2.2k views
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    • betheeg
    • April 14, 2003

44. 8955-SSA

    By jeff77, September 23, 2011
    • 18 replies
    • 5.8k views
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    • Tom Poje
    • November 8, 2011

45. Extension confirmations

    By SheilaD, March 17, 2009
    • 18 replies
    • 4.1k views
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    • jpod
    • April 8, 2009

46. 5500EZ

    By jeanh, January 15, 2018
    • 18 replies
    • 3.9k views
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    • CJ Allen
    • January 25, 2018

47. Filing Form 5500 without audit and correcting within 45 days

    By Luke Bailey, November 3, 2022
    • 18 replies
    • 4.5k views
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    • Peter Gulia
    • December 8, 2022

48. I am preparing a 5500. I have questions.

    By caryn22359, January 10, 2005
    • 17 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 12, 2005

49. Filing 5500 without Audit Report

    By austin3515, October 15, 2016
    • 17 replies
    • 7.6k views
    • 
    • RatherBeGolfing
    • July 31, 2017

50. plan audit

    By Guest Dan Shea, November 17, 2011
    • 17 replies
    • 3.2k views
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    • Kevin C
    • November 18, 2011