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Form 5500

3,281 topics in this forum

  1. De minimis balances for final 5500

    By TPApril,
    • 4 replies
    • 363 views

  2. 5558 error

    By SSRRS,
    • 5 replies
    • 1.2k views

  3. Form 5558 E File

    By BeanCounterBlues,
    • 3 replies
    • 354 views

  4. 8955-SSA & Deadlines

    By DanyelN,
    • 3 replies
    • 489 views

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

    By notapensiongeek,
    • 2 replies
    • 353 views

  6. late 5500 filed, extension not recognized

    By Santo Gold,
    • 3 replies
    • 460 views

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

    By WCC,
    • 4 replies
    • 402 views

  8. Schedule SB fillable pdf

    By SSRRS,
    • 2 replies
    • 307 views

  9. Form 5500 on EFAST prior to 2009

    By PensionPro,
    • 2 replies
    • 391 views

  10. Amend Form 5500 for Retroactive Fidelity Bond?

    By M Gerald,
    • 3 replies
    • 604 views

  11. Amend 5500 and also ck off 5558?

    By SSRRS,
    • 3 replies
    • 578 views

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

    By Peter Gulia,
    • 5 replies
    • 878 views

  13. Off calendar year 5500

    By Bruce1,
    • 2 replies
    • 378 views

  14. American Funds Trust Reportd

    By thepensionmaven,
    • 2 replies
    • 348 views

  15. 5500-SF last yr (as owner+employee), but now owner only w/assets < 250K - file EZ?

    By TPApril,
    • 7 replies
    • 622 views
    • Bri
    • Bri

  16. Mandatory e-filing for 5500-EZ

    By TPApril,
    • 6 replies
    • 624 views

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

    By AlbanyConsultant,
    • 9 replies
    • 1.1k views

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

    By Basically,
    • 8 replies
    • 720 views

  19. 2024 first year 5500-SF, prior year no filing owner only plan

    By LMK TPA,
    • 5 replies
    • 2.8k views

  20. 5500 for Trust w/forfeiture balance but no participants?

    By TPApril,
    • 0 replies
    • 1.2k views

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

    By thepensionmaven,
    • 6 replies
    • 2.9k views

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

    By TPApril,
    • 2 replies
    • 2.2k views

  23. 5500-SF 9a (Plan Characteristic) Code 2D

    By OrderOfOps,
    • 2 replies
    • 2.8k views

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

    By Just Tri,
    • 4 replies
    • 504 views

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

    By ERISA guy,
    • 0 replies
    • 1.1k views

  26. 5500 Due date, with 5558 extension

    By Belgarath,
    • 4 replies
    • 2.7k views

  27. DFVC

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  28. Past 5500 filings

    By Larry Grudzien,
    • 5 replies
    • 2.4k views

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

    By PensionPro,
    • 6 replies
    • 1.7k views

  30. Form 5500 Filing Question

    By Brian Murphy,
    • 2 replies
    • 849 views

  31. 5500-SF & Sch MEP for 2024

    By doombuggy,
    • 2 replies
    • 815 views

  32. Authorization to file 5500 on behalf

    By TPApril,
    • 4 replies
    • 923 views

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

    By Dougsbpc,
    • 6 replies
    • 1.5k views

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

    By kadvisor,
    • 6 replies
    • 1.2k views

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

    By BG5150,
    • 3 replies
    • 1.5k views

  36. 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
    • 8.4k views

  37. IRS Penalizing for "late" amended return

    By MrsMacias,
    • 6 replies
    • 2k views

  38. Docusign

    By thepensionmaven,
    • 1 reply
    • 1.2k views

  39. Authorized Service Provider - Signing 5500 Filing?

    By 5500sorBust,
    • 4 replies
    • 1.4k views

  40. Form 5500-SF Part VIII 14a

    By TH 401k,
    • 4 replies
    • 1.6k views

  41. 5500 Forms on Pension Reporter

    By Sunny,
    • 3 replies
    • 2k views

  42. North Carolina further extended to September 2025

    By SSRRS,
    • 5 replies
    • 1.4k views

  43. 5500 Codes - PPT Directed switched to Pooled

    By Lynda Hill,
    • 1 reply
    • 1.5k views

  44. Code 3H applies to affiliated service group

    By Tom,
    • 1 reply
    • 1.3k views

  45. I file or other methods

    By SSRRS,
    • 3 replies
    • 1.5k views

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

    By ESOP Guy,
    • 1 reply
    • 1.3k views

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

    By 401kology,   
    • 1 reply
    • 1.3k views

  48. Late 8955-SSA

    By austin3515,
    • 5 replies
    • 2.1k views

  49. Plan Sponsor Name not updated on Plan Document

    By KP19,
    • 3 replies
    • 1.8k views

  50. Form 5500 form late filing thru DFVCP

    By Mohan,
    • 2 replies
    • 1.5k views
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