Form 5500

3,272 topics in this forum

1. Reimbursement to Plan Sponsor and Schedule C

   By cathyw, August 20, 2020
   • 4 replies
   • 1.2k views
   • 
   • cathyw
   • August 21, 2020

2. 6/30/19 5558 rec'd approval for 12/31/19

   By TPApril, August 18, 2020
   • 1 reply
   • 492 views
   • 
   • Bug on my window
   • August 20, 2020

3. Braggin About FT William Software

   By austin3515, August 12, 2020
   • 5 replies
   • 1.7k views
   • 
   • RatherBeGolfing
   • August 13, 2020

4. DB plan with post-10/15 contributions - auditor thoughts?

   By Bug on my window, August 6, 2020
   • 2 replies
   • 674 views
   • 
   • C. B. Zeller
   • August 9, 2020

5. Late for filing 5500 form

   By Jakyasar, August 3, 2020
   • 4 replies
   • 726 views
   • 
   • Bill Presson
   • August 5, 2020

6. Calendar Year 5500 Due Date

   By AATPA, July 29, 2020
   • 4 replies
   • 919 views
   • 
   • AATPA
   • August 3, 2020

7. Roth Conversion and Form 5500

   By Archimage, July 24, 2020
   • 3 replies
   • 1.2k views
   • 
   • Bill Presson
   • July 27, 2020

8. Please Help Me-5500

   By stephen20, July 24, 2020
   • 5 replies
   • 1.5k views
   • 
   • RatherBeGolfing
   • July 27, 2020

9. 2020 Form 5500-SF for owner-only

   By John Feldt ERPA CPC QPA, July 24, 2020
   • 2 replies
   • 1.2k views
   • 
   • Luke Bailey
   • July 25, 2020

10. Client mailed 2019 5500 instead of filing through EFAST - now what?

    By t.haley, July 21, 2020
    • 4 replies
    • 984 views
    • 
    • imchipbrown
    • July 24, 2020

11. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 24, 2020

12. Short Plan Year

    By khn, July 23, 2020
    • 3 replies
    • 893 views
    • 
    • Bird
    • July 23, 2020

13. plan never filed 5500 DFVCP

    By Santo Gold, May 21, 2020
    • 8 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2020

14. Wrap Plan Document and Health Care Sharing Ministries

    By 5500Nerd, July 1, 2020
    • 2 replies
    • 633 views
    • 
    • 5500Nerd
    • July 7, 2020

15. Electronic Signatures?

    By Gilmore, June 30, 2020
    • 6 replies
    • 2.4k views
    • 
    • Peter Gulia
    • July 1, 2020

16. Delinquent 5500s, 5500-EZ and SF's Across 18 Years

    By JMH ERISA, June 28, 2020
    • 11 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • June 30, 2020

17. Late Forms 5500 filed not using Delinquent Filer Program

    By TPA Bob, April 23, 2020   

    • form 5500
    • delinquent filer program
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 30, 2020

18. Plan filed SF, should have been 5500-Shed I

    By BG5150, June 24, 2020
    • 7 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • June 24, 2020

19. 5500 due 6/30/20

    By doombuggy, June 16, 2020
    • 1 reply
    • 619 views
    • 
    • ESOPMomma
    • June 16, 2020

20. Generating form 8955

    By Santo Gold, June 12, 2020
    • 2 replies
    • 657 views
    • 
    • Santo Gold
    • June 12, 2020

21. Schedule A Information for 5500-SF Filer

    By 5500sorBust, May 22, 2020
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • June 3, 2020

22. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey, April 4, 2017
    • 6 replies
    • 2.4k views
    • 
    • TPApril
    • June 1, 2020

23. Don't Put PII on Form 5500 and Schedules

    By Dave Baker, May 22, 2020
    • 1 reply
    • 654 views
    • 
    • ESOPMomma
    • May 26, 2020

24. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

    • david bacon; sca; service contract act
    • 2 replies
    • 1k views
    • 
    • Catch22PGM
    • May 18, 2020

25. reporting defaulted loan

    By thepensionmaven, May 12, 2020
    • 2 replies
    • 2.1k views
    • 
    • thepensionmaven
    • May 12, 2020

26. SAR Deadline Changes and Text Messages for Electronic Disclosure?

    By 5500Nerd, May 8, 2020
    • 0 replies
    • 549 views
    • 
    • 5500Nerd
    • May 8, 2020

27. Mid-Year Change for Collectively-Bargained Plan

    By 5500Nerd, May 5, 2020
    • 2 replies
    • 649 views
    • 
    • Mike Preston
    • May 7, 2020

28. Same Three-Digit Plan Number for two different Plans of a Sponsor

    By Rena Breeding, May 1, 2020
    • 1 reply
    • 856 views
    • 
    • Kristina
    • May 4, 2020

29. Does it matter that the Labor department does not delay an initial July 31 due date?

    By Peter Gulia, April 24, 2020   

    • form 5500; coronavirus
    • 3 replies
    • 817 views
    • 
    • Peter Gulia
    • April 27, 2020

30. Special Extension Box

    By austin3515, April 24, 2020
    • 2 replies
    • 1.4k views
    • 
    • 5500Nerd
    • April 24, 2020

31. assets of company sold

    By thepensionmaven, April 15, 2020
    • 5 replies
    • 902 views
    • 
    • Bill Presson
    • April 22, 2020

32. Automatic Extension

    By MAS, April 15, 2020
    • 1 reply
    • 788 views
    • 
    • Lois Baker
    • April 15, 2020

33. Is the IRS office open and processing 5500-EZ's

    By Jakyasar, April 12, 2020
    • 6 replies
    • 877 views
    • 
    • Bug on my window
    • April 15, 2020

34. correction of EIN on 5500s

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 935 views
    • 
    • thepensionmaven
    • April 14, 2020

35. Size of filing

    By leighl, April 7, 2020
    • 5 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • April 9, 2020

36. deadline to file 5500 forms

    By Jakyasar, March 29, 2020
    • 9 replies
    • 1.4k views
    • 
    • Jakyasar
    • March 31, 2020

37. Special Extension for Form 5500s due to Covid 19

    By 5500Nerd, March 30, 2020
    • 4 replies
    • 1.6k views
    • 
    • 5500Nerd
    • March 30, 2020

38. Plan Administrator signed 5500 form electronically

    By Belgarath, March 27, 2020
    • 2 replies
    • 977 views
    • 
    • Belgarath
    • March 30, 2020

39. Form 5500 Software, Pros and Cons

    By Ken_BenefitScape, March 13, 2020
    • 10 replies
    • 2.7k views
    • 
    • Larry Starr
    • March 26, 2020

40. Final 2019 5500 large plan

    By Chippy, March 25, 2020
    • 1 reply
    • 453 views
    • 
    • Bill Presson
    • March 25, 2020

41. DFVC

    By thepensionmaven, March 2, 2020
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • March 6, 2020

42. 5530 for what year?

    By BG5150, February 28, 2020
    • 1 reply
    • 998 views
    • 
    • justanotheradmin
    • February 29, 2020

43. Audit Risk? Going from Small to Large Plan

    By Benefits Vet, February 6, 2020
    • 6 replies
    • 1.3k views
    • 
    • WillSanDiego CPA
    • February 21, 2020

44. 80-120 Rule

    By coleboy, October 14, 2015
    • 9 replies
    • 2.6k views
    • 
    • Andrea
    • February 19, 2020

45. Form 8822-B

    By Bird, December 26, 2019
    • 5 replies
    • 3.3k views
    • 
    • digger
    • February 14, 2020

46. Final 2019 5500

    By Chippy, February 3, 2020
    • 2 replies
    • 874 views
    • 
    • Bird
    • February 3, 2020

47. Schedule A for Welfare Benefit Plan?

    By Sara Hotvedt, January 25, 2020
    • 3 replies
    • 871 views
    • 
    • MRestum
    • January 28, 2020

48. Form 5500 Sch SB Prefix

    By Lou S., January 14, 2020
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • January 16, 2020

49. 5500EZ - filing requirement if assets drop below 250k

    By Jakyasar, December 17, 2019
    • 1 reply
    • 842 views
    • 
    • BG5150
    • December 19, 2019

50. Very old amended Form 5500

    By ESOP Guy, November 22, 2019
    • 4 replies
    • 1.3k views
    • 
    • chc93
    • December 9, 2019