Form 5500

3,273 topics in this forum

1. Summary Annual Report for 5500-EZ?

   By 5500sorBust, August 24, 2020
   • 1 reply
   • 1.9k views
   • 
   • Lou S.
   • August 24, 2020

2. Reimbursement to Plan Sponsor and Schedule C

   By cathyw, August 20, 2020
   • 4 replies
   • 1.3k views
   • 
   • cathyw
   • August 21, 2020

3. 6/30/19 5558 rec'd approval for 12/31/19

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

4. Braggin About FT William Software

   By austin3515, August 12, 2020
   • 5 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • August 13, 2020

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

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

6. Late for filing 5500 form

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

7. Calendar Year 5500 Due Date

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

8. Roth Conversion and Form 5500

   By Archimage, July 24, 2020
   • 3 replies
   • 1.3k views
   • 
   • Bill Presson
   • July 27, 2020

9. Please Help Me-5500

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

10. 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

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

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

12. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

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

13. Short Plan Year

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

14. plan never filed 5500 DFVCP

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

15. Wrap Plan Document and Health Care Sharing Ministries

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

16. Electronic Signatures?

    By Gilmore, June 30, 2020
    • 6 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 1, 2020

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

    By JMH ERISA, June 28, 2020
    • 11 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • June 30, 2020

18. 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

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

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

20. 5500 due 6/30/20

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

21. Generating form 8955

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

22. Schedule A Information for 5500-SF Filer

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

23. 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

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

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

25. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

    • david bacon; sca; service contract act
    • 2 replies
    • 1.1k views
    • 
    • Catch22PGM
    • May 18, 2020

26. reporting defaulted loan

    By thepensionmaven, May 12, 2020
    • 2 replies
    • 2.2k views
    • 
    • thepensionmaven
    • May 12, 2020

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

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

28. Mid-Year Change for Collectively-Bargained Plan

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

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

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

30. 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
    • 828 views
    • 
    • Peter Gulia
    • April 27, 2020

31. Special Extension Box

    By austin3515, April 24, 2020
    • 2 replies
    • 1.5k views
    • 
    • 5500Nerd
    • April 24, 2020

32. assets of company sold

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

33. Automatic Extension

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

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

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

35. correction of EIN on 5500s

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

36. Size of filing

    By leighl, April 7, 2020
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • April 9, 2020

37. deadline to file 5500 forms

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

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

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

39. Plan Administrator signed 5500 form electronically

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

40. Form 5500 Software, Pros and Cons

    By Ken_BenefitScape, March 13, 2020
    • 10 replies
    • 2.8k views
    • 
    • Larry Starr
    • March 26, 2020

41. Final 2019 5500 large plan

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

42. DFVC

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

43. 5530 for what year?

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

44. Audit Risk? Going from Small to Large Plan

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

45. 80-120 Rule

    By coleboy, October 14, 2015
    • 9 replies
    • 2.7k views
    • 
    • Andrea
    • February 19, 2020

46. Form 8822-B

    By Bird, December 26, 2019
    • 5 replies
    • 3.4k views
    • 
    • digger
    • February 14, 2020

47. Final 2019 5500

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

48. Schedule A for Welfare Benefit Plan?

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

49. Form 5500 Sch SB Prefix

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

50. 5500EZ - filing requirement if assets drop below 250k

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