Form 5500

3,277 topics in this forum

1. Completing Form SSA for a Plan Merger

   By RCK, July 8, 2008
   • 7 replies
   • 2.3k views
   • 
   • RCK
   • July 24, 2008

2. 2011 amended Form 5500

   By hunter001, October 17, 2013
   • 7 replies
   • 1.3k views
   • 
   • Andy the Actuary
   • November 1, 2013

3. Small plan audit waiver

   By Belgarath, September 9, 2003
   • 7 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • September 15, 2003

4. Reasonable Cause Letter

   By Janice F, October 26, 2009
   • 7 replies
   • 7.2k views
   • 
   • Guest
   • April 30, 2010

5. late 5500s for KEOGH money purchase plan

   By Guest ichibondaughter, April 20, 2010
   • 7 replies
   • 2.7k views
   • 
   • Bird
   • April 22, 2010

6. IRS Letters

   By Guest Billy D., December 5, 2007
   • 7 replies
   • 2.5k views
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   • david rigby
   • December 20, 2007

7. FSA Plan Year Not Matching ERISA Plan Year

   By 5500Nerd, May 5, 2017
   • 7 replies
   • 2.6k views
   • 
   • jpod
   • May 10, 2017

8. Form 5500 Poll

   By Guest mcapcpa, June 4, 2002
   • 7 replies
   • 1.8k views
   • 
   • JohnCheek
   • June 8, 2002

9. Welfare Plan missing prepaid legal

   By TPApril, March 18, 2013
   • 7 replies
   • 2k views
   • 
   • TPApril
   • March 21, 2013

10. 8955-SSA - pmt < reporting due

    By TPApril, September 12, 2019
    • 7 replies
    • 1.9k views
    • 
    • ESOP Guy
    • September 16, 2019

11. Prior 5500 Filings

    By Guest KevinP, September 17, 2002
    • 7 replies
    • 1.8k views
    • 
    • E as in ERISA
    • September 18, 2002

12. 2006 5500 forms & instructioins posted. NO SCH P

    By jevd, July 14, 2006
    • 7 replies
    • 3k views
    • 
    • jevd
    • July 3, 2007

13. form 5500 EZ, first and final return for the plan

    By Benbob13, August 27, 2018
    • 7 replies
    • 2.2k views
    • 
    • Bri
    • February 23, 2021

14. Wrong Form Filed

    By mming, April 8, 2022
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • April 12, 2022

15. Does FreeERISA change form before they put it up?

    By Jim Chad, January 12, 2009
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 19, 2009

16. Fraud and Dishonesty

    By rblum50, December 21, 2011
    • 7 replies
    • 2.4k views
    • 
    • ESOP Guy
    • December 22, 2011

17. Sole-P did not file 5558 for 2006 - Options?

    By Bruddah Kimo, August 10, 2007
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 2007

18. Can the assets held in participant-directed brokerage accounts be combined into a single asset on the financial statements as well as the Form 5500?

    By Lori Foresz, October 2, 2003
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • October 14, 2005

19. Fiscal Year end in 2009 - plan year begin in 2008

    By jkdoll2, March 24, 2010
    • 6 replies
    • 1.3k views
    • 
    • Below Ground
    • April 13, 2010

20. Inadvertent late filing

    By Guest JackPoint, May 14, 2008
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 28, 2008

21. Wrong Plan name on 5558--what to do

    By BG5150, October 8, 2024
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • October 11, 2024

22. 5500 for controlled group

    By bzorc, October 3, 2001
    • 6 replies
    • 3.1k views
    • 
    • bzorc
    • October 10, 2001

23. DFVCP?

    By WCC, May 26, 2015
    • 6 replies
    • 2.8k views
    • 
    • WCC
    • May 27, 2015

24. 5500EZ questions

    By Guest Zman, September 8, 2009
    • 6 replies
    • 2.3k views
    • 
    • Below Ground
    • September 9, 2009

25. Participant Directed Brokerage Accounts

    By Guest lforesz, May 15, 2002
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • May 31, 2002

26. 5500 EZ allowed or bond required?

    By Guest Christie Banks, June 19, 2003
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2003

27. Large Plan Audits

    By pmacduff, June 12, 2008
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 17, 2008

28. Processing Stopped Flipping?

    By austin3515, October 12, 2010
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • October 14, 2010

29. Became Large Plan Filer 2014 wants to Terminate Plan

    By Guest boltonch, July 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • July 3, 2014

30. 8955-SSA code D's; count them or not?

    By BG5150, May 16, 2014
    • 6 replies
    • 2.3k views
    • 
    • Bird
    • May 19, 2014

31. Mandatory e-filing for 5500-EZ

    By TPApril, October 15, 2025
    • 6 replies
    • 587 views
    • 
    • thepensionmaven
    • October 18, 2025

32. Contributions in Form 5500

    By richard, March 2, 2001
    • 6 replies
    • 4.1k views
    • 
    • Kristina
    • March 2, 2001

33. Late EZ filer, wants to ask for waive of penalty instead of DFVCP

    By JHalligan, November 16, 2022
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • November 16, 2022

34. Audit Opinion for 401(k) Plan of 175 Participants - How Much Should It

    By Guest Paul Sarmiento, June 21, 2001
    • 6 replies
    • 2.7k views
    • 
    • Kristina
    • August 30, 2001

35. Faxed/Copied version of 5500-EZ

    By austin3515, October 9, 2011
    • 6 replies
    • 1.9k views
    • 
    • austin3515
    • October 11, 2011

36. 5558

    By Guest ppighost, June 19, 2003
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

37. 8955-SSA (Combined Filings)

    By PainPA, December 28, 2011
    • 6 replies
    • 1.5k views
    • 
    • chc93
    • December 28, 2011

38. Late Large filer Form 5500

    By cpc0506, October 18, 2016
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 19, 2016

39. 5500sf - do you count 0% vested?

    By jmartin, July 9, 2018
    • 6 replies
    • 2k views
    • 
    • BG5150
    • July 11, 2018

40. Merged plan Form 5500 requirement

    By holdco, June 5, 2012
    • 6 replies
    • 10.4k views
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    • david rigby
    • June 5, 2012

41. Okay to use current form for earlier years?

    By Peter Gulia, September 9, 2009
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 2009

42. 5500-SF vs Plan Document

    By pmacduff, August 16, 2023
    • 6 replies
    • 813 views
    • 
    • pmacduff
    • August 18, 2023

43. Late deposits - Schedule I attachment 4a - VFCP: Whats required to file?

    By Guest chris4013, April 28, 2005
    • 6 replies
    • 2.9k views
    • 
    • TBob
    • June 1, 2005

44. Form SSA Issue

    By Below Ground, February 2, 2010
    • 6 replies
    • 1.5k views
    • 
    • Below Ground
    • February 4, 2010

45. new 401(k) plan

    By Tom Poje, June 16, 2008
    • 6 replies
    • 2.6k views
    • 
    • JanetM
    • June 16, 2008

46. Overzealous 5500 auditor?

    By Guest Mike Spickard, February 25, 2004
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 28, 2004

47. One participant plan explained

    By K-t-F, October 23, 2018
    • 6 replies
    • 1.7k views
    • 
    • spiritrider
    • November 12, 2018

48. IQPA never filed

    By goldtpa, October 12, 2006
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • February 22, 2007

49. irs letters on 5500s

    By MJ Hartman, November 9, 2010
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • June 15, 2011

50. SAR for plan with only a few participants

    By Guest JPIngold, June 22, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 22, 2010