Form 5500

3,283 topics in this forum

1. PBGC missed contribution reporting

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

2. Late deposits reported on the Schedule H

   By ratherbereading, September 24, 2020
   • 4 replies
   • 2.5k views
   • 
   • ratherbereading
   • September 25, 2020

3. Wrong EIN on 5558

   By 22su, September 22, 2020   

   • 5558 error
   • wrong ein
   • 2 replies
   • 1.7k views
   • 
   • 22su
   • September 22, 2020

4. 5500 Schedule C

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

5. question on schedule I -re. real estate

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

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

   By 401 Chaos, September 3, 2020
   • 11 replies
   • 1.4k views
   • 
   • Bob the Swimmer
   • September 4, 2020

7. Final Filing Form 5500-EZ - Distributions?

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

8. Amended 5500SF?

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

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

   By TPApril, August 28, 2020
   • 7 replies
   • 1.9k views
   • 
   • st3rv
   • September 3, 2020

10. Form 5500SF to Form 5500EZ

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

11. Summary Annual Report for 5500-EZ?

    By 5500sorBust, August 24, 2020
    • 1 reply
    • 2k views
    • 
    • Lou S.
    • August 24, 2020

12. Reimbursement to Plan Sponsor and Schedule C

    By cathyw, August 20, 2020
    • 4 replies
    • 1.4k views
    • 
    • cathyw
    • August 21, 2020

13. 6/30/19 5558 rec'd approval for 12/31/19

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

14. Braggin About FT William Software

    By austin3515, August 12, 2020
    • 5 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • August 13, 2020

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

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

16. Late for filing 5500 form

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

17. Calendar Year 5500 Due Date

    By AATPA, July 29, 2020
    • 4 replies
    • 1k views
    • 
    • AATPA
    • August 3, 2020

18. Roth Conversion and Form 5500

    By Archimage, July 24, 2020
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • July 27, 2020

19. Please Help Me-5500

    By stephen20, July 24, 2020
    • 5 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 27, 2020

20. 2020 Form 5500-SF for owner-only

    By John Feldt ERPA CPC QPA, July 24, 2020
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 25, 2020

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

    By t.haley, July 21, 2020
    • 4 replies
    • 1.1k views
    • 
    • imchipbrown
    • July 24, 2020

22. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • July 24, 2020

23. Short Plan Year

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

24. plan never filed 5500 DFVCP

    By Santo Gold, May 21, 2020
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • July 13, 2020

25. Wrap Plan Document and Health Care Sharing Ministries

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

26. Electronic Signatures?

    By Gilmore, June 30, 2020
    • 6 replies
    • 2.6k views
    • 
    • Peter Gulia
    • July 1, 2020

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

    By JMH ERISA, June 28, 2020
    • 11 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • June 30, 2020

28. Late Forms 5500 filed not using Delinquent Filer Program

    By TPA Bob, April 23, 2020   

    • form 5500
    • delinquent filer program
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • June 30, 2020

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

    By BG5150, June 24, 2020
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • June 24, 2020

30. 5500 due 6/30/20

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

31. Generating form 8955

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

32. Schedule A Information for 5500-SF Filer

    By 5500sorBust, May 22, 2020
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • June 3, 2020

33. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey, April 4, 2017
    • 6 replies
    • 2.5k views
    • 
    • TPApril
    • June 1, 2020

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

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

35. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

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

36. reporting defaulted loan

    By thepensionmaven, May 12, 2020
    • 2 replies
    • 2.3k views
    • 
    • thepensionmaven
    • May 12, 2020

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

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

38. Mid-Year Change for Collectively-Bargained Plan

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

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

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

40. 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
    • 879 views
    • 
    • Peter Gulia
    • April 27, 2020

41. Special Extension Box

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

42. assets of company sold

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

43. Automatic Extension

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

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

    By Jakyasar, April 12, 2020
    • 6 replies
    • 1k views
    • 
    • Bug on my window
    • April 15, 2020

45. correction of EIN on 5500s

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 1k views
    • 
    • thepensionmaven
    • April 14, 2020

46. Size of filing

    By leighl, April 7, 2020
    • 5 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • April 9, 2020

47. deadline to file 5500 forms

    By Jakyasar, March 29, 2020
    • 9 replies
    • 1.5k views
    • 
    • Jakyasar
    • March 31, 2020

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

    By 5500Nerd, March 30, 2020
    • 4 replies
    • 1.7k views
    • 
    • 5500Nerd
    • March 30, 2020

49. Plan Administrator signed 5500 form electronically

    By Belgarath, March 27, 2020
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • March 30, 2020

50. Form 5500 Software, Pros and Cons

    By Ken_BenefitScape, March 13, 2020
    • 10 replies
    • 3k views
    • 
    • Larry Starr
    • March 26, 2020