Form 5500

3,288 topics in this forum

1. Filing Authorizations for when TPA files the 5500

   By BG5150, October 7, 2020
   • 4 replies
   • 1.7k views
   • 
   • Bird
   • October 9, 2020

2. How to treat proceeds from DB to QRP?

   By BG5150, October 8, 2020
   • 1 reply
   • 935 views
   • 
   • Alonzo Church
   • October 8, 2020

3. 5500 Schedule D

   By Tom, October 7, 2020   

   • 5500-sf
   • 0 replies
   • 630 views
   • 
   • Tom
   • October 7, 2020

4. Book ADP refund as liability?

   By BG5150, September 25, 2020
   • 5 replies
   • 2.1k views
   • 
   • Bill Presson
   • October 2, 2020

5. Is a Final Report for a Welfare Trust Filing Needed?

   By 5500Nerd, September 30, 2020
   • 1 reply
   • 765 views
   • 
   • Luke Bailey
   • October 1, 2020

6. QNEC as a receivable on Schedule H

   By B21, October 1, 2020
   • 3 replies
   • 2.6k views
   • 
   • B21
   • October 1, 2020
7. PBGC missed contribution reporting

   Topic was moved to forum Defined Benefit Plans, Including Cash Balance

8. Late deposits reported on the Schedule H

   By ratherbereading, September 24, 2020
   • 4 replies
   • 2.8k views
   • 
   • ratherbereading
   • September 25, 2020

9. Wrong EIN on 5558

   By 22su, September 22, 2020   

   • 5558 error
   • wrong ein
   • 2 replies
   • 2k views
   • 
   • 22su
   • September 22, 2020

10. 5500 Schedule C

    By AmyETPA, September 16, 2020
    • 1 reply
    • 933 views
    • 
    • msmith
    • September 16, 2020

11. question on schedule I -re. real estate

    By SSRRS, September 11, 2020
    • 2 replies
    • 861 views
    • 
    • SSRRS
    • September 11, 2020

12. Wrong Participant Count, No Audit Filed Ever, Want to Terminate

    By 401 Chaos, September 3, 2020
    • 11 replies
    • 1.8k views
    • 
    • Bob the Swimmer
    • September 4, 2020

13. Final Filing Form 5500-EZ - Distributions?

    By JMP, September 4, 2020
    • 2 replies
    • 921 views
    • 
    • JMP
    • September 4, 2020

14. Amended 5500SF?

    By Susan Graves CPA, September 2, 2020
    • 2 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • September 4, 2020

15. DFVC - includes submission of filed 5500's?

    By TPApril, August 28, 2020
    • 7 replies
    • 2.3k views
    • 
    • st3rv
    • September 3, 2020

16. Form 5500SF to Form 5500EZ

    By Pensions2020, August 31, 2020
    • 8 replies
    • 2.3k views
    • 
    • austin3515
    • September 2, 2020

17. Summary Annual Report for 5500-EZ?

    By 5500sorBust, August 24, 2020
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • August 24, 2020

18. Reimbursement to Plan Sponsor and Schedule C

    By cathyw, August 20, 2020
    • 4 replies
    • 1.8k views
    • 
    • cathyw
    • August 21, 2020

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

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

20. Braggin About FT William Software

    By austin3515, August 12, 2020
    • 5 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • August 13, 2020

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

    By Bug on my window, August 6, 2020
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • August 9, 2020

22. Late for filing 5500 form

    By Jakyasar, August 3, 2020
    • 4 replies
    • 1k views
    • 
    • Bill Presson
    • August 5, 2020

23. Calendar Year 5500 Due Date

    By AATPA, July 29, 2020
    • 4 replies
    • 1.3k views
    • 
    • AATPA
    • August 3, 2020

24. Roth Conversion and Form 5500

    By Archimage, July 24, 2020
    • 3 replies
    • 1.8k views
    • 
    • Bill Presson
    • July 27, 2020

25. Please Help Me-5500

    By stephen20, July 24, 2020
    • 5 replies
    • 2k views
    • 
    • RatherBeGolfing
    • July 27, 2020

26. 2020 Form 5500-SF for owner-only

    By John Feldt ERPA CPC QPA, July 24, 2020
    • 2 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 25, 2020

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

    By t.haley, July 21, 2020
    • 4 replies
    • 1.3k views
    • 
    • imchipbrown
    • July 24, 2020

28. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • July 24, 2020

29. Short Plan Year

    By khn, July 23, 2020
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • July 23, 2020

30. plan never filed 5500 DFVCP

    By Santo Gold, May 21, 2020
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • July 13, 2020

31. Wrap Plan Document and Health Care Sharing Ministries

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

32. Electronic Signatures?

    By Gilmore, June 30, 2020
    • 6 replies
    • 3.1k views
    • 
    • Peter Gulia
    • July 1, 2020

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

    By JMH ERISA, June 28, 2020
    • 11 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • June 30, 2020

34. Late Forms 5500 filed not using Delinquent Filer Program

    By TPA Bob, April 23, 2020   

    • form 5500
    • delinquent filer program
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • June 30, 2020

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

    By BG5150, June 24, 2020
    • 7 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 24, 2020

36. 5500 due 6/30/20

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

37. Generating form 8955

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

38. Schedule A Information for 5500-SF Filer

    By 5500sorBust, May 22, 2020
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • June 3, 2020

39. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey, April 4, 2017
    • 6 replies
    • 2.8k views
    • 
    • TPApril
    • June 1, 2020

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

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

41. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

    • david bacon; sca; service contract act
    • 2 replies
    • 1.5k views
    • 
    • Catch22PGM
    • May 18, 2020

42. reporting defaulted loan

    By thepensionmaven, May 12, 2020
    • 2 replies
    • 2.5k views
    • 
    • thepensionmaven
    • May 12, 2020

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

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

44. Mid-Year Change for Collectively-Bargained Plan

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

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

    By Rena Breeding, May 1, 2020
    • 1 reply
    • 1.4k views
    • 
    • Kristina
    • May 4, 2020

46. 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
    • 1.1k views
    • 
    • Peter Gulia
    • April 27, 2020

47. Special Extension Box

    By austin3515, April 24, 2020
    • 2 replies
    • 1.9k views
    • 
    • 5500Nerd
    • April 24, 2020

48. assets of company sold

    By thepensionmaven, April 15, 2020
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • April 22, 2020

49. Automatic Extension

    By MAS, April 15, 2020
    • 1 reply
    • 1.1k views
    • 
    • Lois Baker
    • April 15, 2020

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

    By Jakyasar, April 12, 2020
    • 6 replies
    • 1.4k views
    • 
    • Bug on my window
    • April 15, 2020