Form 5500

3,277 topics in this forum

1. 8955-SSA line 6

   By doombuggy, September 12, 2011
   • 6 replies
   • 1.9k views
   • 
   • Tom Poje
   • September 13, 2011

2. 8955-SSA Typos?

   By DanyelN, October 18, 2024
   • 6 replies
   • 1.2k views
   • 
   • FormsRstillmylife
   • October 23, 2024

3. DFVC Program eligibility for late Form 5500

   By Guest Judy S, November 9, 2007
   • 6 replies
   • 2.1k views
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   • HarleyBabe
   • November 29, 2007

4. Multiple Late 5500EZ's

   By David MacLennan, January 25, 2001
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • July 21, 2002

5. 8955-SSA Extension Box

   By austin3515, August 11, 2011
   • 6 replies
   • 2.5k views
   • 
   • austin3515
   • August 11, 2011

6. Does a one participant defined benefit plan need a Summary Plan Description?

   By RayJJohnsonJr, February 25, 2008
   • 6 replies
   • 1.7k views
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   • RayJJohnsonJr
   • February 27, 2008

7. 5500 Schedule H - Money Market Mutual Funds

   By Guest mpark2, September 23, 2004
   • 6 replies
   • 5.3k views
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   • Lori Friedman
   • October 6, 2004

8. Merged DB Plans

   By Guest HarveyC, February 6, 2002
   • 6 replies
   • 1.7k views
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   • MGB
   • February 12, 2002

9. Form 5558

   By Guest Rutager, October 9, 2008
   • 6 replies
   • 3.1k views
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   • BG5150
   • January 30, 2009

10. Which form to file?

    By Guest penman, January 13, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 17, 2005

11. 80/120 rule

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

12. Is it feasible to file Form 5500 soon after the year ends?

    By Peter Gulia, December 19, 2018
    • 6 replies
    • 1k views
    • 
    • chc93
    • January 2, 2019

13. Participant count for 5500 form - welfare benefit plan

    By Belgarath, February 15, 2013
    • 6 replies
    • 6.7k views
    • 
    • Bill Presson
    • July 26, 2013

14. DOL Inquiries

    By Guest Effie Clark, October 30, 2002
    • 6 replies
    • 1.6k views
    • 
    • Earl
    • November 29, 2002

15. Is the IRS office open and processing 5500-EZ's

    By Jakyasar, April 12, 2020
    • 6 replies
    • 922 views
    • 
    • Bug on my window
    • April 15, 2020

16. Small Plan Audit Requirement

    By bdeancpa, March 23, 2002
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • June 5, 2002

17. Amending 5500-SF to 5500

    By Patrick, April 22, 2024
    • 6 replies
    • 995 views
    • 
    • Patrick
    • April 23, 2024

18. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey, April 4, 2017
    • 6 replies
    • 2.4k views
    • 
    • TPApril
    • June 1, 2020

19. Master Trust

    By alexa, September 16, 2008
    • 6 replies
    • 3.4k views
    • 
    • JanetM
    • September 23, 2008

20. Relius Acknowledgement of Form 5500-SF Received

    By DPSRich, February 16, 2012
    • 6 replies
    • 1.9k views
    • 
    • ACox
    • February 16, 2012

21. Form 8955-SSA Filing

    By French, February 16, 2015
    • 6 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 23, 2015

22. DFVCP

    By J Simmons, July 23, 2009
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • August 23, 2009

23. New Form 5500 for 2019?

    By Bug on my window, October 31, 2018   

    • 5500
    • schedule j
    • 6 replies
    • 2.6k views
    • 
    • Kristina
    • November 1, 2018

24. Plan Sponsor & Plan Name Changes - 5500 - "accrued or cash"

    By TPApril, July 20, 2022
    • 6 replies
    • 973 views
    • 
    • TPApril
    • July 21, 2022

25. Schedule D Requirements

    By Guest MCarey1, May 2, 2002
    • 6 replies
    • 2.8k views
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    • Guest
    • May 2, 2002

26. 5500-EZ for Affiliated Service Group member - Minimum to file

    By TPApril, December 30, 2016
    • 6 replies
    • 1.7k views
    • 
    • TPApril
    • January 12, 2017

27. One Participant plan - participant count?

    By Guest Emiman, June 8, 2004
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 9, 2004

28. Unrealized gain - Terminated plan

    By Lori Friedman, March 28, 2008
    • 6 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 29, 2008

29. Form 5500-SF - 2024. Q 14(a)

    By thepensionmaven, September 15, 2025
    • 6 replies
    • 2.9k views
    • 
    • Paul I
    • September 19, 2025

30. dol response for blanket extensions

    By Tom Poje, July 26, 2010
    • 6 replies
    • 1.7k views
    • 
    • HarleyBabe
    • August 5, 2010

31. 5558 Question

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

32. EFAST2

    By Guest Sieve, August 23, 2010
    • 6 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 23, 2010

33. IRS Penalizing for "late" amended return

    By MrsMacias, May 22, 2025
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • May 27, 2025

34. 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

35. Third Party signing 5500

    By dmb, June 29, 2001
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 3, 2001

36. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.5k views
    • 
    • thepensionmaven
    • October 15, 2020

37. 5500 IRS v DOL

    By ombskid, November 21, 2010
    • 6 replies
    • 2.4k views
    • 
    • ombskid
    • December 8, 2010

38. 5500 / ERISA to Non-ERISA Plan

    By austin3515, September 23, 2017
    • 6 replies
    • 1.3k views
    • 
    • chc93
    • September 27, 2017

39. Changing from Cash to Accrual Basis on Forms

    By BG5150, June 21, 2012
    • 6 replies
    • 5.1k views
    • 
    • Bill Presson
    • June 25, 2012

40. Relius 5500-EZ Validation Error

    By austin3515, September 29, 2010
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 29, 2010

41. Schedule H

    By Guest Lex, August 15, 2002
    • 6 replies
    • 5.3k views
    • 
    • Tom Poje
    • July 5, 2011

42. Late contribution remittance

    By Brian Gallagher, June 10, 2003
    • 6 replies
    • 2.1k views
    • 
    • E as in ERISA
    • June 11, 2003

43. Lost Schedule SSA

    By Guest ames, November 20, 2007
    • 6 replies
    • 1.7k views
    • 
    • pmacduff
    • November 26, 2007

44. Late 5500 filings & DFVCP

    By ERISA13, August 8, 2012
    • 6 replies
    • 2.7k views
    • 
    • chc93
    • September 6, 2012

45. Delinquent for ten years in filing 5500sf

    By sadiegirl, April 15, 2017
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • April 17, 2017

46. Terminated Plan - 5500 Error - Pointing Assets Transferred to Acquiring Plan

    By kadvisor, June 5, 2025
    • 6 replies
    • 1.2k views
    • 
    • Paul I
    • June 6, 2025

47. Audit Requirement for Multiple Employer Plan

    By Guest CSTS, November 16, 2004
    • 6 replies
    • 2.9k views
    • 
    • Ron Snyder
    • November 26, 2004

48. Schedule H - Faulty opening balances

    By Lori Friedman, September 21, 2005
    • 6 replies
    • 2.9k views
    • 
    • TPApril
    • September 16, 2015

49. two small plans merge mid year, when do they become a large plan filer?

    By WCC, March 16, 2022
    • 6 replies
    • 960 views
    • 
    • RatherBeGolfing
    • March 29, 2022

50. amending a Schedule C

    By K2retire, June 10, 2014
    • 6 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 11, 2014