Form 5500

3,277 topics in this forum

1. 5500 with wrong EIN

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

2. Is Life Insurance Value reportable as a Plan asset on Form 5500 Schedule H?

   By letsgoisles89, January 4, 2019   

   • form 5500
   • life insurance
   • (and 2 more)

     Tagged with:

     • form 5500
     • life insurance
     • cash surrender value
     • defined contribution plan
   • 5 replies
   • 2.7k views
   • 
   • Larry Starr
   • January 4, 2019

3. Due date April 15th or April 18th

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

4. Receivable question on 5500

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

5. Schedule P

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

6. irs letters on 5500s

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

7. 5500-EZ and Schedule SB Timing

   By Dougsbpc, August 7, 2013
   • 4 replies
   • 2.7k views
   • 
   • Bri
   • August 29, 2019

8. Form 5500 EZ

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

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

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

10. 20% holdings question

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

11. late 5500s for KEOGH money purchase plan

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

12. copies of 5500 filings

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

13. Form 8955-SSA

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

14. DFVC still available?

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

15. 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

16. 80-120 Rule

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

17. Fidelity Bond

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

18. Online access to Form 5500 and all attachments?

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

19. Signatures on Schedule P

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

20. 5500 For Voluntary Life Ins Under 125 Plan

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

21. amended 5500 needs an amended audit report?

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

22. SAR Required for Fully Insured Health Insurance Plan

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

23. 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

24. Trust Deeds

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

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

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

26. Welfare benefit plan - Stop-loss coverage

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

27. Schedule C disclosure needed?

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

28. ERISA 403b

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

29. 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

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

    By Guest Paul Sarmiento, June 21, 2001
    • 6 replies
    • 2.6k views
    • 
    • Kristina
    • August 30, 2001

31. Health FSA a "funded" plan?

    By Guest malmka, July 18, 2002
    • 7 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • July 18, 2002

32. Audit Requirements

    By Guest lforesz, May 17, 2001
    • 7 replies
    • 2.6k views
    • 
    • John A
    • August 20, 2001

33. Alternate Payee and Schedule SB

    By Calavera, October 18, 2017
    • 4 replies
    • 2.6k views
    • 
    • Calavera
    • October 19, 2017

34. REIT - Eligible plan asset?

    By tymesup, March 18, 2013
    • 4 replies
    • 2.6k views
    • 
    • tymesup
    • March 19, 2013

35. FSA Plan Year Not Matching ERISA Plan Year

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

36. First Plan year filing

    By pmacduff, June 16, 2003
    • 4 replies
    • 2.6k views
    • 
    • pmacduff
    • June 16, 2003

37. Section 125 Plan Filing

    By Guest moseelig, July 15, 2005
    • 5 replies
    • 2.6k views
    • 
    • 401 Chaos
    • July 15, 2005

38. Urgent Question re IRS Response re 2005 Form 5500

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

39. First time filer questions

    By Guest polkovnik, February 29, 2008
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • July 25, 2008

40. 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

41. 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

42. Paid Preparer Information - Line 5

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

43. Missing 5558

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

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

    By RTB, May 25, 2017
    • 10 replies
    • 2.6k views
    • 
    • jpod
    • May 31, 2017

45. Form 5500 appearance

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

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

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

47. Audits required for 5500

    By Guest jfgc, February 9, 2000
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • February 9, 2000

48. Ins. Cash Value reported on the 5500

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

49. Form 5500 for SIMPLE Plans?

    By k man, April 16, 2001
    • 1 reply
    • 2.6k views
    • 
    • wmyer
    • April 16, 2001

50. Confused about existing reporting requirements for synthetic GICs, sep

    By Guest ak, February 5, 2000
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 2000