Form 5500

3,272 topics in this forum

1. Severance plan filings

   By alexa, July 12, 2020
   • 3 replies
   • 2.5k views
   • 
   • alexa
   • November 15, 2022

2. Wrap Plan Document and Health Care Sharing Ministries

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

3. Electronic Signatures?

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

4. 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

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

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

6. 5500 due 6/30/20

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

7. Generating form 8955

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

8. Tribal Government and Casino Plan

   By 5500Nerd, June 12, 2020
   • 3 replies
   • 1.8k views
   • 
   • Peenionved
   • May 1

9. Schedule A Information for 5500-SF Filer

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

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

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

11. plan never filed 5500 DFVCP

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

12. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

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

13. reporting defaulted loan

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

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

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

15. Mid-Year Change for Collectively-Bargained Plan

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

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

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

17. 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

18. Special Extension Box

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

19. 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

20. Automatic Extension

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

21. assets of company sold

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

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

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

23. Size of filing

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

24. correction of EIN on 5500s

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

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

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

26. deadline to file 5500 forms

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

27. Plan Administrator signed 5500 form electronically

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

28. Final 2019 5500 large plan

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

29. Form 5500 Software, Pros and Cons

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

30. DFVC

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

31. 5530 for what year?

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

32. Audit Risk? Going from Small to Large Plan

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

33. Final 2019 5500

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

34. Schedule A for Welfare Benefit Plan?

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

35. Form 5500 Sch SB Prefix

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

36. Form 8822-B

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

37. 5500EZ - filing requirement if assets drop below 250k

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

38. Very old amended Form 5500

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

39. delinquent deferral contributions

    By pmacduff, November 22, 2019
    • 2 replies
    • 648 views
    • 
    • Kristina
    • November 25, 2019

40. amending Form 5500-SF

    By thepensionmaven, November 1, 2019
    • 1 reply
    • 992 views
    • 
    • justanotheradmin
    • November 1, 2019

41. Penalty abatement

    By Bird, October 24, 2019
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • October 28, 2019

42. 5500EZ MP Plan, no contribution by 10-15

    By TPApril, October 15, 2019
    • 1 reply
    • 520 views
    • 
    • Bill Presson
    • October 15, 2019

43. Does a plan sponsor have an affirmative legal obligation to correct a mistake a previously filed Form 5500

    By Pxhesq, October 14, 2019
    • 4 replies
    • 2.4k views
    • 
    • Anonymous6512
    • October 17, 2019

44. Which box to check? Single vs Multi

    By jmartin, October 8, 2019
    • 1 reply
    • 691 views
    • 
    • pmacduff
    • October 8, 2019

45. Schedule C negative direct compensation to recordkeeper

    By WCC, October 7, 2019
    • 8 replies
    • 2.9k views
    • 
    • Elizabeth G
    • October 11, 2019

46. Welfare plan filing question

    By Teatree, October 4, 2019   

    • health plan
    • 5500
    • (and 2 more)

      Tagged with:

      • health plan
      • 5500
      • welfare plans
      • welfare benefit plan-5500?
    • 2 replies
    • 907 views
    • 
    • Teatree
    • October 7, 2019

47. Schedule C question

    By bzorc, October 4, 2019
    • 2 replies
    • 761 views
    • 
    • bzorc
    • October 14, 2019

48. Letter saying 2017 not filed when it was

    By ESOP Guy, October 3, 2019
    • 3 replies
    • 690 views
    • 
    • Kevin C
    • October 4, 2019

49. Extension Approved until 12/15???

    By MarZDoates, October 1, 2019
    • 1 reply
    • 553 views
    • 
    • Lou S.
    • October 2, 2019

50. Extension for Form 5500 Denied

    By ConnieStorer, September 27, 2019
    • 32 replies
    • 5.4k views
    • 
    • cfull
    • November 11, 2019