Form 5500

3,281 topics in this forum

1. 5530 for what year?

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

2. Audit Risk? Going from Small to Large Plan

   By Benefits Vet, February 6, 2020
   • 6 replies
   • 1.4k views
   • 
   • WillSanDiego CPA
   • February 21, 2020

3. 80-120 Rule

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

4. Form 8822-B

   By Bird, December 26, 2019
   • 5 replies
   • 3.7k views
   • 
   • digger
   • February 14, 2020

5. Final 2019 5500

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

6. Schedule A for Welfare Benefit Plan?

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

7. Form 5500 Sch SB Prefix

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

8. 5500EZ - filing requirement if assets drop below 250k

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

9. Very old amended Form 5500

   By ESOP Guy, November 22, 2019
   • 4 replies
   • 1.4k views
   • 
   • chc93
   • December 9, 2019

10. delinquent deferral contributions

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

11. Extension for Form 5500 Denied

    By ConnieStorer, September 27, 2019
    • 32 replies
    • 5.6k views
    • 
    • cfull
    • November 11, 2019

12. amending Form 5500-SF

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

13. Penalty abatement

    By Bird, October 24, 2019
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • October 28, 2019

14. 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
    • 2.5k views
    • 
    • Anonymous6512
    • October 17, 2019

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

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

16. Schedule C question

    By bzorc, October 4, 2019
    • 2 replies
    • 795 views
    • 
    • bzorc
    • October 14, 2019

17. "Late" Form 5500 for MTIA

    By jmartin, August 13, 2019
    • 2 replies
    • 1.2k views
    • 
    • Nicola
    • October 13, 2019

18. Schedule C negative direct compensation to recordkeeper

    By WCC, October 7, 2019
    • 8 replies
    • 3.1k views
    • 
    • Elizabeth G
    • October 11, 2019

19. Which box to check? Single vs Multi

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

20. Welfare plan filing question

    By Teatree, October 4, 2019   

    • health plan
    • 5500
    • (and 2 more)

      Tagged with:

      • health plan
      • 5500
      • welfare plans
      • welfare benefit plan-5500?
    • 2 replies
    • 955 views
    • 
    • Teatree
    • October 7, 2019

21. Letter saying 2017 not filed when it was

    By ESOP Guy, October 3, 2019
    • 3 replies
    • 732 views
    • 
    • Kevin C
    • October 4, 2019

22. Extension Approved until 12/15???

    By MarZDoates, October 1, 2019
    • 1 reply
    • 583 views
    • 
    • Lou S.
    • October 2, 2019

23. modified cash accounting method

    By B21, September 23, 2019
    • 1 reply
    • 1.6k views
    • 
    • Dalai Pookah
    • October 1, 2019

24. 8955-SSA - pmt < reporting due

    By TPApril, September 12, 2019
    • 7 replies
    • 1.9k views
    • 
    • ESOP Guy
    • September 16, 2019

25. One-Participant Plan Aggregated for coverage

    By austin3515, September 10, 2019
    • 1 reply
    • 720 views
    • 
    • John Feldt ERPA CPC QPA
    • September 11, 2019

26. Power of Attorney Rejection

    By LauraAT, September 6, 2019   

    • 5500
    • 2848
    • (and 1 more)

      Tagged with:

      • 5500
      • 2848
      • dfvc
    • 0 replies
    • 720 views
    • 
    • LauraAT
    • September 6, 2019

27. Extension filed for first year but no 5500 requirement

    By Trisports, August 29, 2019
    • 1 reply
    • 1k views
    • 
    • chc93
    • August 29, 2019

28. 5500-EZ and Schedule SB Timing

    By Dougsbpc, August 7, 2013
    • 4 replies
    • 2.8k views
    • 
    • Bri
    • August 29, 2019

29. Plan name change

    By Santo Gold, March 18, 2016
    • 37 replies
    • 16.7k views
    • 
    • MrsMacias
    • August 12, 2019

30. Form 5500 / First Day of Plan Year Entrants

    By austin3515, July 31, 2019
    • 18 replies
    • 2.3k views
    • 
    • Bri
    • August 5, 2019

31. 5500-SF allowed if plan participates in 103-12 IE

    By tymesup, July 26, 2019
    • 0 replies
    • 563 views
    • 
    • tymesup
    • July 26, 2019

32. 5500 required for only 1099 contractors?

    By CaliBen, July 17, 2019
    • 8 replies
    • 1.6k views
    • 
    • CaliBen
    • July 22, 2019

33. Final 5500EZ

    By Karen McIver, July 17, 2019
    • 4 replies
    • 1.6k views
    • 
    • Kristina
    • July 18, 2019

34. 5500SF to 5500EZ

    By TPApril, May 24, 2019
    • 19 replies
    • 3.4k views
    • 
    • chc93
    • July 8, 2019

35. Fidelity Bond Increases

    By austin3515, July 2, 2019
    • 7 replies
    • 2.1k views
    • 
    • austin3515
    • July 2, 2019

36. Welfare Plan 5500 - Schedule A - mid yr broker buyout

    By TPApril, July 1, 2019
    • 0 replies
    • 447 views
    • 
    • TPApril
    • July 1, 2019

37. WRONG EIN Used for 2017 5500-SF

    By Pammie57, June 25, 2019
    • 10 replies
    • 2.6k views
    • 
    • chc93
    • June 28, 2019

38. 5500-EZ Penalty Relief Program - taking it back

    By TPApril, June 27, 2019
    • 1 reply
    • 543 views
    • 
    • RatherBeGolfing
    • June 28, 2019

39. Form 5500 & Code 3B

    By mjf06241972, June 24, 2019
    • 3 replies
    • 2.4k views
    • 
    • Below Ground
    • June 24, 2019

40. 5500EZ late filing

    By Bird, June 10, 2019
    • 9 replies
    • 1.6k views
    • 
    • bzorc
    • June 24, 2019

41. 5500 Automation

    By brturn6176, June 19, 2019   

    • 5500sf
    • 0 replies
    • 541 views
    • 
    • brturn6176
    • June 19, 2019

42. Cite for 5500/plan participant liability

    By Tax Cowboy, June 5, 2019
    • 3 replies
    • 688 views
    • 
    • Tax Cowboy
    • June 8, 2019

43. Form 5500 Bulk Signing

    By pr2222, June 3, 2019
    • 8 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • June 3, 2019

44. Commission Info for Line 10e of Schedule A

    By Gilmore, May 21, 2019
    • 8 replies
    • 1.7k views
    • 
    • Gilmore
    • May 26, 2019

45. Schedule H Listing of Plan Assets

    By Nancy D, September 19, 2017   

    • mutual fund
    • psa
    • 6 replies
    • 2.9k views
    • 
    • Phillip M
    • May 25, 2019

46. 5500s Premium Only Plan

    By thepensionmaven, May 11, 2019
    • 12 replies
    • 1.9k views
    • 
    • HF-Compliance
    • May 15, 2019

47. One Participant plan Delinquent Filer

    By Dougsbpc, April 26, 2019
    • 2 replies
    • 710 views
    • 
    • thepensionmaven
    • May 11, 2019

48. Schedule C info for MassMutual plan

    By Bird, April 26, 2019
    • 1 reply
    • 732 views
    • 
    • Bird
    • May 8, 2019

49. Stop 5500-EZ?

    By Sara Hotvedt, May 3, 2019
    • 5 replies
    • 2.3k views
    • 
    • FPGuy
    • May 7, 2019

50. 5500EZ

    By mjf06241972, April 28, 2019
    • 6 replies
    • 2.5k views
    • 
    • Below Ground
    • May 1, 2019