Form 5500

3,272 topics in this forum

1. "De Minimus" Form 5500 Error?

   By sloble@crowleyfleck.com, December 29, 2004
   • 4 replies
   • 1.9k views
   • 
   • WDIK
   • January 6, 2005

2. "Final 5500" box checked, but assets are still in the plan

   By Guest bdm_7458, April 8, 2009
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • April 8, 2009

3. "improved" audit questions

   By K2retire, August 18, 2016
   • 5 replies
   • 1.1k views
   • 
   • GMK
   • August 19, 2016

4. "Keogh" plan - Death of sole proprietor

   By Lori Friedman, September 21, 2005
   • 4 replies
   • 3.5k views
   • 
   • Lori Friedman
   • September 21, 2005

5. "Late" 5500 for acquired company

   By Miner88, March 10, 2008
   • 5 replies
   • 2.1k views
   • 
   • RCK
   • March 21, 2008

6. "Late" Form 5500 for MTIA

   By jmartin, August 13, 2019
   • 2 replies
   • 1.1k views
   • 
   • Nicola
   • October 13, 2019

7. "Mega" Wrap Document - Participant Count

   By Christine Roberts, July 12, 2005
   • 2 replies
   • 3k views
   • 
   • E as in ERISA
   • July 13, 2005

8. "One Participant Plan"

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

9. "Participant" for purposes of Form 5500 reporting

   By Guest IU1994, August 12, 2005
   • 2 replies
   • 1.6k views
   • 
   • Archimage
   • August 17, 2005

10. "Plan expenses" (for SAR) = plan year contribution and earni

    By Cathy from Chicago, June 20, 2000
    • 0 replies
    • 2.2k views
    • 
    • Cathy from Chicago
    • June 20, 2000

11. "Qualified" Auditor Opinion

    By Andy the Actuary, June 10, 2015
    • 8 replies
    • 2.1k views
    • 
    • My 2 cents
    • June 10, 2015

12. "Seven Brides for Seven Brothers"

    By Lori Friedman, October 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2004

13. "We made changes to your...Form 5500"

    By Bird, March 16, 2018
    • 4 replies
    • 2k views
    • 
    • K2retire
    • March 19, 2018

14. (if) When to do Amended SAR with Amended 5500

    By BG5150, July 15, 2009
    • 3 replies
    • 1.9k views
    • 
    • BG5150
    • July 16, 2009

15. <100 participant H&W filing requirements

    By PAL, July 22, 2008
    • 1 reply
    • 2k views
    • 
    • Lori Friedman
    • July 22, 2008

16. $100,000 Exemption for Multiple Plans

    By David MacLennan, September 16, 2003
    • 0 replies
    • 1k views
    • 
    • David MacLennan
    • September 16, 2003

17. $2,586 per day!

    By Peter Gulia, January 24, 2023
    • 9 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • January 27, 2023

18. 1 life non-owner plan

    By Santo Gold, March 10, 2021
    • 3 replies
    • 507 views
    • 
    • Santo Gold
    • March 17, 2021

19. 1 life plan 5500 exception

    By Santo Gold, November 7, 2008
    • 8 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2008

20. 1.401(a)-11(g)

    By jpod, October 24, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bill Presson
    • October 25, 2011

21. 10 Digit EIN#

    By BeanCounterBlues, July 21, 2016
    • 7 replies
    • 5.5k views
    • 
    • Mike Preston
    • July 21, 2016

22. 10% experience related?

    By Guest wildcat, May 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • TPApril
    • October 30, 2013

23. 1099-1096

    By thepensionmaven, April 30, 2022
    • 5 replies
    • 751 views
    • 
    • Dare Johnson
    • May 4, 2022

24. 1099R issued to Plan Sponsor

    By thepensionmaven, March 2, 2022
    • 4 replies
    • 912 views
    • 
    • david rigby
    • March 2, 2022

25. 1099s Held in Austin

    By thepensionmaven, February 23, 2021
    • 1 reply
    • 492 views
    • 
    • Lois Baker
    • February 24, 2021

26. 1099s that brokerage won't do

    By thepensionmaven, January 27, 2021
    • 12 replies
    • 1.1k views
    • 
    • thepensionmaven
    • February 7, 2021

27. 10h of Form 5500-SF

    By Dinosaur, February 15, 2011
    • 5 replies
    • 2.1k views
    • 
    • Dinosaur
    • February 16, 2011

28. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts

    By Guest Frank Jackson, September 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 16, 2004

29. 132 plan - 5500 neded?

    By Guest cculhane, June 16, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 25, 2001

30. 15,000 Penalty for Late 5500

    By goldtpa, October 21, 2016
    • 13 replies
    • 2.5k views
    • 
    • goldtpa
    • November 16, 2016

31. 1988 & 1989 Sch B Instructions

    By Guest LARRYV, September 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 3, 2008

32. 1994 Effective Date -- 5500s NEVER FILED

    By Guest JB2, September 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • KateSmithPA
    • September 12, 2002

33. 1996 Form 5500

    By Guest cease, September 5, 2003
    • 3 replies
    • 997 views
    • 
    • Harwood
    • September 5, 2003

34. 1998 Form - Schedule of Loans or Fixed Income Obligations (ques 27B) -

    By Dawn Hafner, May 17, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • May 17, 2000

35. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

    By Guest Stacie Barth, June 20, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 18, 2000

36. 1999 Schedule T required for plan that filed a 1997 5500-C and did not

    By mming, June 16, 2000
    • 0 replies
    • 2k views
    • 
    • mming
    • June 16, 2000

37. 1st plan year, Only asset is Contr. Rec'v. Audit required?

    By Richard Anderson, November 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • November 9, 2004

38. 1st plan yr (short or not) - 5500 large plan?

    By TPApril, October 17, 2023
    • 7 replies
    • 740 views
    • 
    • Bill Presson
    • October 19, 2023

39. 1ST YEAR 5500

    By Guest Mike Schwing, April 29, 2003
    • 4 replies
    • 2k views
    • 
    • mwyatt
    • May 13, 2003

40. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically, April 24, 2024
    • 1 reply
    • 396 views
    • 
    • CuseFan
    • April 24, 2024

41. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt, July 12, 2024
    • 1 reply
    • 375 views
    • 
    • Bill Presson
    • July 13, 2024

42. 2-week Short Plan Year (Final)

    By Guest Fourohonekay, July 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 1, 2003

43. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150, December 7, 2021
    • 9 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • December 15, 2021

44. 20% holdings question

    By Lori Foresz, September 18, 2003
    • 1 reply
    • 2.7k views
    • 
    • Archimage
    • September 18, 2003

45. 2000 SAR

    By Guest Connie Beam, May 22, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 30, 2001

46. 2001 5500 - can EFAST form be completed by hand?

    By Cathy from Chicago, March 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • March 20, 2003

47. 2001 5500 forms

    By Belgarath, January 10, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2002

48. 2001 5500 forms?

    By Guest BillClinton, May 13, 2002
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • June 1, 2002

49. 2001 Form 5500

    By Guest Powers, August 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

50. 2001 Form 5500

    By Guest Emiliano, January 24, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 24, 2002