Form 5500

3,272 topics in this forum

1. 5500sf

   By Guest Peggy806, May 24, 2010
   • 14 replies
   • 2.8k views
   • 
   • Guest
   • June 24, 2010

2. 5500SF

   By HarleyBabe, March 19, 2010
   • 8 replies
   • 2.4k views
   • 
   • HarleyBabe
   • March 22, 2010

3. 5500sf - do you count 0% vested?

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

4. 5500SF - lines 8f & 10e

   By Cathy from Chicago, April 7, 2010
   • 2 replies
   • 3k views
   • 
   • goldtpa
   • April 9, 2010

5. 5500SF instead of EZ

   By austin3515, June 6, 2014
   • 5 replies
   • 1.4k views
   • 
   • Lou S.
   • June 6, 2014

6. 5500SF Is this Term Participant counted in 12/31/2023 headcount

   By cheersmate, October 5, 2024   

   • 5500sf headcount
   • who counts on 5500sf
   • 3 replies
   • 721 views
   • 
   • Paul I
   • October 5, 2024

7. 5500SF Line 13a

   By Guest Julie Woulfe, July 14, 2010
   • 13 replies
   • 3.8k views
   • 
   • Guest
   • July 27, 2010

8. 5500SF or 5500EZ?

   By preErisa, October 4, 2010
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • October 4, 2010

9. 5500SF to 5500EZ

   By TPApril, May 24, 2019
   • 19 replies
   • 3.2k views
   • 
   • chc93
   • July 8, 2019

10. 5500SF, item 10e

    By Guest Margaret25, April 21, 2010
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 22, 2010

11. 5530 for what year?

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

12. 5550 - What information needs to be at all work locations?

    By Guest Denise M., October 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 17, 2006

13. 5558

    By Guest ppighost, June 19, 2003
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

14. 5558

    By Guest algelin, July 6, 2007
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • July 6, 2007

15. 5558 and Plan Sponsor change

    By pmacduff, June 22, 2022
    • 15 replies
    • 3.5k views
    • 
    • chc93
    • July 12, 2022

16. 5558 Approved - is this new?

    By ombskid, September 21, 2009
    • 3 replies
    • 1.4k views
    • 
    • ombskid
    • September 21, 2009

17. 5558 Extension confirmation from IRS is missing PN

    By mandmeickhoff@msn.com, April 28, 2016   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • extenion
    • 3 replies
    • 1.8k views
    • 
    • PAL
    • April 29, 2016

18. 5558 Extension Denied for Late Filing - but wasn't late and was with our entire package of extension! Somewhat freaking out here.

    By HarleyBabe, September 17, 2024
    • 29 replies
    • 6.3k views
    • 
    • thepensionmaven
    • October 23

19. 5558 filing

    By dmb, July 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • BFree
    • July 30, 2003

20. 5558 filing in July

    By pmacduff, August 12, 2014
    • 8 replies
    • 2.1k views
    • 
    • Kevin C
    • August 12, 2014

21. 5558 Filing Problem

    By Disco Stu, August 8, 2008
    • 4 replies
    • 1.4k views
    • 
    • Disco Stu
    • August 13, 2008

22. 5558 for new plan

    By pmacduff, July 29, 2015
    • 2 replies
    • 947 views
    • 
    • My 2 cents
    • July 29, 2015

23. 5558 for new plan but then 5500 not needed

    By TPApril, July 30, 2022
    • 2 replies
    • 583 views
    • 
    • CuseFan
    • August 1, 2022

24. 5558 for plan to be filing DFVC

    By TPApril, July 28, 2017
    • 4 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • July 29, 2017

25. 5558 for terminated/distributed plan

    By dmb, September 14, 2011
    • 2 replies
    • 2.6k views
    • 
    • pmacduff
    • September 14, 2011

26. 5558 form filed under old EIN - now what to do when filing 5500

    By Tom, August 10, 2023
    • 7 replies
    • 1.3k views
    • 
    • Gilmore
    • August 11, 2023

27. 5558 Incorrect IRS Approval Letters

    By bcmom, August 3, 2023
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • August 7, 2023

28. 5558 Question

    By Guest CitationSquirrel, August 23, 2007
    • 6 replies
    • 3.1k views
    • 
    • Bird
    • September 10, 2008

29. 5558 Street Address?

    By Lou S., July 24, 2015
    • 3 replies
    • 4.9k views
    • 
    • Bird
    • July 27, 2015

30. 5d(1) and 5d(2) on Form 5500 Question

    By Vlad401k, July 13, 2015
    • 9 replies
    • 1.9k views
    • 
    • austin3515
    • July 15, 2015

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

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

32. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS, April 15, 2022
    • 1 reply
    • 349 views
    • 
    • Peter Gulia
    • April 18, 2022

33. 8.5 months after end of plan year for an 1120 to make a contribution?

    By Guest Enda80, April 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • April 18, 2008

34. 80 - 120 Participant Rule

    By Guest A White, November 3, 2006
    • 2 replies
    • 2.5k views
    • 
    • Below Ground
    • November 3, 2006

35. 80 - 120 Rule

    By Guest jetfaninmn, June 26, 2006
    • 5 replies
    • 5.5k views
    • 
    • WDIK
    • August 21, 2006

36. 80 120 rule in reverse

    By bzorc, October 10, 2007
    • 1 reply
    • 2.1k views
    • 
    • SRP
    • October 10, 2007

37. 80-120 Exception for new plan

    By Guest 401karl, July 24, 2009
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • July 24, 2009

38. 80-120 Participant Rule

    By Christine Roberts, April 7, 2000
    • 3 replies
    • 2.9k views
    • 
    • SLuskin
    • April 7, 2000

39. 80-120 Participant Rule Question

    By Guest Powers, September 12, 2002
    • 11 replies
    • 11.8k views
    • 
    • BeckyMiller
    • January 6, 2004

40. 80-120 Rule

    By Lori H, September 24, 2010
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • September 27, 2010

41. 80-120 rule

    By BG5150, July 7, 2023
    • 10 replies
    • 4.2k views
    • 
    • Bill Presson
    • July 17, 2023

42. 80-120 Rule

    By coleboy, October 14, 2015
    • 9 replies
    • 2.6k views
    • 
    • Andrea
    • February 19, 2020

43. 80-120 rule question

    By bzorc, January 5, 2001
    • 11 replies
    • 3.8k views
    • 
    • BeckyMiller
    • August 7, 2002

44. 80-120 Rule: 53 participants at 1/1/00 and 117 at 1/1/01?

    By Guest Robin Vatalaro, July 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 7, 2002

45. 80/120 if didn't file?

    By Guest tintree73, May 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • BeckyMiller
    • May 13, 2005

46. 80/120 rule

    By K2retire, December 30, 2013
    • 6 replies
    • 2.6k views
    • 
    • Andy the Actuary
    • December 30, 2013

47. 866-GOEFAST No longer for EFAST 1 Paper Filings

    By Guest BenFolds, July 2, 2010
    • 1 reply
    • 996 views
    • 
    • Guest
    • July 6, 2010

48. 8955 for terminating plan

    By JKW, January 10, 2012
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • January 10, 2012

49. 8955 signatures

    By Guest tmills, November 15, 2011
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • November 16, 2011

50. 8955 SSA

    By g bennycon, November 18, 2011
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • November 22, 2011