Form 5500

3,277 topics in this forum

1. Roth Conversion and Form 5500

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

2. 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

3. Verify Form 5500EZ processing

   By glhotdog, July 23, 2020   

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

4. Short Plan Year

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

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

   By t.haley, July 21, 2020
   • 4 replies
   • 1k views
   • 
   • imchipbrown
   • July 24, 2020

6. Severance plan filings

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

7. Wrap Plan Document and Health Care Sharing Ministries

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

8. Electronic Signatures?

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

9. 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

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

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

11. 5500 due 6/30/20

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

12. Generating form 8955

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

13. Tribal Government and Casino Plan

    By 5500Nerd, June 12, 2020
    • 3 replies
    • 1.9k views
    • 
    • Peenionved
    • May 1, 2025

14. Schedule A Information for 5500-SF Filer

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

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

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

16. plan never filed 5500 DFVCP

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

17. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

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

18. reporting defaulted loan

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

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

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

20. Mid-Year Change for Collectively-Bargained Plan

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

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

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

22. 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
    • 832 views
    • 
    • Peter Gulia
    • April 27, 2020

23. Special Extension Box

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

24. 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

25. Automatic Extension

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

26. assets of company sold

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

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

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

28. Size of filing

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

29. correction of EIN on 5500s

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

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

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

31. deadline to file 5500 forms

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

32. Plan Administrator signed 5500 form electronically

    By Belgarath, March 27, 2020
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • March 30, 2020

33. Final 2019 5500 large plan

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

34. Form 5500 Software, Pros and Cons

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

35. DFVC

    By thepensionmaven, March 2, 2020
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • March 6, 2020

36. 5530 for what year?

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

37. Audit Risk? Going from Small to Large Plan

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

38. Final 2019 5500

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

39. Schedule A for Welfare Benefit Plan?

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

40. Form 5500 Sch SB Prefix

    By Lou S., January 14, 2020
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 16, 2020

41. Form 8822-B

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

42. 5500EZ - filing requirement if assets drop below 250k

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

43. Very old amended Form 5500

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

44. delinquent deferral contributions

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

45. amending Form 5500-SF

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

46. Penalty abatement

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

47. 5500EZ MP Plan, no contribution by 10-15

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

48. 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

49. Which box to check? Single vs Multi

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

50. Schedule C negative direct compensation to recordkeeper

    By WCC, October 7, 2019
    • 8 replies
    • 3k views
    • 
    • Elizabeth G
    • October 11, 2019