Form 5500

3,272 topics in this forum

1. DFVC still available?

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

2. Fidelity Bond

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

3. Signatures on Schedule P

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

4. 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

5. Online access to Form 5500 and all attachments?

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

6. Code 2A on Form 5500

   By jala, May 1, 2017   

   • code 2a
   • 2 replies
   • 2.7k views
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   • CuseFan
   • May 1, 2017

7. late 5500s for KEOGH money purchase plan

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

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

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

9. Verification of 5500 filing

   By Guest KennyH, January 29, 2009
   • 6 replies
   • 2.7k views
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   • SMB
   • May 1, 2009

10. amended 5500 needs an amended audit report?

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

11. SAR Required for Fully Insured Health Insurance Plan

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

12. Form 8955-SSA

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

13. copies of 5500 filings

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

14. Merger Effective Date vs Transfer DAte

    By austin3515, January 27, 2021
    • 12 replies
    • 2.6k views
    • 
    • MoJo
    • January 28, 2021

15. 5500 For Voluntary Life Ins Under 125 Plan

    By amcorson, September 22, 2008
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • September 23, 2008

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

    By Guest Tara Curran, July 7, 2000
    • 1 reply
    • 2.6k views
    • 
    • Richard Anderson
    • July 7, 2000

17. 80-120 Rule

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

18. Welfare benefit plan - Stop-loss coverage

    By Lori Friedman, February 6, 2007
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • February 23, 2009

19. ERISA 403b

    By Guest Travis, October 17, 2008
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • October 17, 2008

20. Trust Deeds

    By Lori Foresz, November 11, 2003
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • August 28, 2004

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

    By Cathy from Chicago, March 21, 2011
    • 3 replies
    • 2.6k views
    • 
    • ESOP Guy
    • March 22, 2011

22. Audit Requirements

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

23. REIT - Eligible plan asset?

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

24. Schedule C disclosure needed?

    By bzorc, January 5, 2016
    • 4 replies
    • 2.6k views
    • 
    • bzorc
    • January 8, 2016

25. Health FSA a "funded" plan?

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

26. Section 125 Plan Filing

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

27. 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
    • 2.6k views
    • 
    • Larry Starr
    • January 4, 2019

28. Urgent Question re IRS Response re 2005 Form 5500

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

29. First Plan year filing

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

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. 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
    • 2.6k views
    • 
    • Mike Preston
    • May 12, 2017

32. First time filer questions

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

33. Missing 5558

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

34. Paid Preparer Information - Line 5

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

35. 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

36. 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

37. Form 5500 for SIMPLE Plans?

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

38. Form 5500 appearance

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

39. 5500-SF 9a (Plan Characteristic) Code 2D

    By OrderOfOps, September 3
    • 2 replies
    • 2.6k views
    • 
    • OrderOfOps
    • September 3

40. Alternate Payee and Schedule SB

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

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

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

42. Schedule A - Part III

    By Guest rreisner@mcwane.com, October 1, 2007
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • October 2, 2007

43. 5558 for terminated/distributed plan

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

44. Audits required for 5500

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

45. Ins. Cash Value reported on the 5500

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

46. Would a 5500-EZ be required for a plan under $250,000 in this situation? Two separate companies with single participant plans controlled the same individual

    By aaronb26, May 10, 2023
    • 4 replies
    • 2.6k views
    • 
    • Bill Presson
    • May 11, 2023

47. 5500-EZ and Schedule SB Timing

    By Dougsbpc, August 7, 2013
    • 4 replies
    • 2.6k views
    • 
    • Bri
    • August 29, 2019

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

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

49. 2024 first year 5500-SF, prior year no filing owner only plan

    By LMK TPA, September 15
    • 5 replies
    • 2.6k views
    • 
    • Paul I
    • September 24

50. Any exceptions for a PBGC trusteed plan?

    By smm, July 26, 2006
    • 4 replies
    • 2.6k views
    • 
    • rcline46
    • July 26, 2006