Form 5500

3,281 topics in this forum

1. Form 5500 Audit

   By Guest PJMAK, October 17, 2002
   • 5 replies
   • 2.7k views
   • 
   • E as in ERISA
   • October 18, 2002

2. Service provier signing on behalf of employer/sponsor

   By Moe Howard, June 18, 2010
   • 7 replies
   • 2.7k views
   • 
   • Tom Poje
   • June 29, 2010

3. Forgot to file an extension for form 5530

   By Guest revier, September 10, 2004
   • 7 replies
   • 2.7k views
   • 
   • WDIK
   • September 13, 2004

4. copies of 5500 filings

   By Guest ckolodziej, April 24, 2002
   • 3 replies
   • 2.7k views
   • 
   • Guest
   • April 25, 2002

5. 5500 with wrong EIN

   By TBob, September 2, 2008
   • 2 replies
   • 2.7k views
   • 
   • J Simmons
   • September 3, 2008

6. Schedule A

   By Alex Daisy, June 11, 2008
   • 6 replies
   • 2.7k views
   • 
   • jpod
   • July 8, 2008

7. Receivable question on 5500

   By Guest JimP, September 14, 2000
   • 4 replies
   • 2.7k views
   • 
   • JohnCheek
   • September 18, 2000

8. FSA Plan Year Not Matching ERISA Plan Year

   By 5500Nerd, May 5, 2017
   • 7 replies
   • 2.7k views
   • 
   • jpod
   • May 10, 2017

9. irs letters on 5500s

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

10. Schedule P

    By Guest jalbee, July 11, 2002
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2003

11. Due date April 15th or April 18th

    By Janice F, March 25, 2011
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 15, 2011

12. Schedule C and a "party-in-interest"

    By Lori Friedman, June 22, 2006
    • 4 replies
    • 2.7k views
    • 
    • Lori Friedman
    • June 22, 2006

13. 80-120 Rule

    By coleboy, October 14, 2015
    • 9 replies
    • 2.7k views
    • 
    • Andrea
    • February 19, 2020

14. Form 5500 EZ

    By Belgarath, November 28, 2006
    • 2 replies
    • 2.7k views
    • 
    • JanetM
    • November 30, 2006

15. late 5500s for KEOGH money purchase plan

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

16. DFVC still available?

    By clangeland, October 25, 2010
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • November 2, 2010

17. How do I become enrolled to practice before the IRS?

    By Guest Mike Schwing, September 24, 2003
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • September 24, 2003

18. Form 8955-SSA

    By Guest ERISAphile, January 12, 2012
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • January 12, 2012

19. 20% holdings question

    By Lori Foresz, September 18, 2003
    • 1 reply
    • 2.7k views
    • 
    • Archimage
    • September 18, 2003

20. amended 5500 needs an amended audit report?

    By Guest lindamichals, May 26, 2004
    • 9 replies
    • 2.7k views
    • 
    • BeckyMiller
    • May 27, 2004

21. Final Year of Plan

    By thepensionmaven, December 29, 2020
    • 17 replies
    • 2.7k views
    • 
    • chc93
    • January 8, 2021

22. Fidelity Bond

    By Guest slajeunesse, November 15, 2005
    • 3 replies
    • 2.7k views
    • 
    • Leopurrd
    • November 15, 2005

23. Online access to Form 5500 and all attachments?

    By tuni88, May 19, 2010
    • 1 reply
    • 2.7k views
    • 
    • david rigby
    • May 19, 2010

24. 5500 For Voluntary Life Ins Under 125 Plan

    By amcorson, September 22, 2008
    • 1 reply
    • 2.7k views
    • 
    • J Simmons
    • September 23, 2008

25. Signatures on Schedule P

    By blue, April 1, 2006
    • 9 replies
    • 2.7k views
    • 
    • E as in ERISA
    • April 6, 2006

26. Explain the 80-120 participation rule for the audit requirement.

    By Guest Tara Curran, July 7, 2000
    • 1 reply
    • 2.7k views
    • 
    • Richard Anderson
    • July 7, 2000

27. Match Forfeiture Reduce/No Match made/5500SF

    By Cathy from Chicago, March 21, 2011
    • 3 replies
    • 2.7k views
    • 
    • ESOP Guy
    • March 22, 2011

28. Trust Deeds

    By Lori Foresz, November 11, 2003
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • August 28, 2004

29. 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

30. SAR Required for Fully Insured Health Insurance Plan

    By austin3515, September 6, 2016
    • 3 replies
    • 2.7k views
    • 
    • Peter Gulia
    • September 6, 2016

31. Receivable Contributions

    By RetirementRosie, May 10, 2017   

    • payroll date
    • effective date
    • (and 3 more)

      Tagged with:

      • payroll date
      • effective date
      • 5500
      • receivable
      • contribution
    • 6 replies
    • 2.7k views
    • 
    • Mike Preston
    • May 12, 2017

32. Schedule C disclosure needed?

    By bzorc, January 5, 2016
    • 4 replies
    • 2.7k views
    • 
    • bzorc
    • January 8, 2016

33. Welfare benefit plan - Stop-loss coverage

    By Lori Friedman, February 6, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • February 23, 2009

34. Alternate Payee and Schedule SB

    By Calavera, October 18, 2017
    • 4 replies
    • 2.7k views
    • 
    • Calavera
    • October 19, 2017

35. ERISA 403b

    By Guest Travis, October 17, 2008
    • 1 reply
    • 2.7k views
    • 
    • J Simmons
    • October 17, 2008

36. Health FSA a "funded" plan?

    By Guest malmka, July 18, 2002
    • 7 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • July 18, 2002

37. Terminated Plan-All assets distributed, then check returned

    By RTB, May 25, 2017
    • 10 replies
    • 2.7k views
    • 
    • jpod
    • May 31, 2017

38. REIT - Eligible plan asset?

    By tymesup, March 18, 2013
    • 4 replies
    • 2.7k views
    • 
    • tymesup
    • March 19, 2013

39. Section 125 Plan Filing

    By Guest moseelig, July 15, 2005
    • 5 replies
    • 2.7k views
    • 
    • 401 Chaos
    • July 15, 2005

40. First time filer questions

    By Guest polkovnik, February 29, 2008
    • 11 replies
    • 2.7k views
    • 
    • Guest
    • July 25, 2008

41. Audit Requirements

    By Guest lforesz, May 17, 2001
    • 7 replies
    • 2.7k views
    • 
    • John A
    • August 20, 2001

42. First Plan year filing

    By pmacduff, June 16, 2003
    • 4 replies
    • 2.7k views
    • 
    • pmacduff
    • June 16, 2003

43. Lost Earnings on Schedule H

    By sam2012, April 16, 2014   

    • 5500
    • schedule H
    • (and 2 more)

      Tagged with:

      • 5500
      • schedule H
      • lost earnings
      • 5500-sf
    • 1 reply
    • 2.6k views
    • 
    • BG5150
    • April 16, 2014

44. Plan Audits - uncooperative CPA firms

    By Guest J. David Wright, October 3, 2002
    • 6 replies
    • 2.6k views
    • 
    • E as in ERISA
    • October 4, 2002

45. Urgent Question re IRS Response re 2005 Form 5500

    By ERISAatty, May 14, 2009
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • May 15, 2009

46. Paid Preparer Information - Line 5

    By mwyatt, June 28, 2000
    • 6 replies
    • 2.6k views
    • 
    • SLuskin
    • July 14, 2000

47. Tax Forms Needed If Assets Are $0 At EOY?

    By mming, April 26, 2008
    • 7 replies
    • 2.6k views
    • 
    • JanetM
    • April 28, 2008

48. Missing 5558

    By Guest richez, May 21, 2003
    • 8 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • June 10, 2003

49. Form 5500 appearance

    By bzorc, June 28, 2000
    • 6 replies
    • 2.6k views
    • 
    • Sue H
    • July 12, 2000

50. Ins. Cash Value reported on the 5500

    By Guest nls, August 22, 2003
    • 11 replies
    • 2.6k views
    • 
    • R. Butler
    • August 26, 2003