Form 5500

3,272 topics in this forum

1. modified cash accounting method

   By B21, September 23, 2019
   • 1 reply
   • 1.5k views
   • 
   • Dalai Pookah
   • October 1, 2019

2. 8955-SSA - pmt < reporting due

   By TPApril, September 12, 2019
   • 7 replies
   • 1.8k views
   • 
   • ESOP Guy
   • September 16, 2019

3. One-Participant Plan Aggregated for coverage

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

4. Power of Attorney Rejection

   By LauraAT, September 6, 2019   

   • 5500
   • 2848
   • (and 1 more)

     Tagged with:

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

5. Extension filed for first year but no 5500 requirement

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

6. "Late" Form 5500 for MTIA

   By jmartin, August 13, 2019
   • 2 replies
   • 1.1k views
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   • Nicola
   • October 13, 2019

7. Form 5500 / First Day of Plan Year Entrants

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

8. 5500-SF allowed if plan participates in 103-12 IE

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

9. 5500 required for only 1099 contractors?

   By CaliBen, July 17, 2019
   • 8 replies
   • 1.5k views
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   • CaliBen
   • July 22, 2019

10. Final 5500EZ

    By Karen McIver, July 17, 2019
    • 4 replies
    • 1.5k views
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    • Kristina
    • July 18, 2019

11. 2018 5500-EZ Lines 6a2, 7a, 9

    By BT, July 17, 2019
    • 6 replies
    • 1.2k views
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    • BadgerDon
    • September 17, 2021

12. Fidelity Bond Increases

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

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

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

14. 5500-EZ Penalty Relief Program - taking it back

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

15. WRONG EIN Used for 2017 5500-SF

    By Pammie57, June 25, 2019
    • 10 replies
    • 2.5k views
    • 
    • chc93
    • June 28, 2019

16. Form 5500 & Code 3B

    By mjf06241972, June 24, 2019
    • 3 replies
    • 2.3k views
    • 
    • Below Ground
    • June 24, 2019

17. 5500 Automation

    By brturn6176, June 19, 2019   

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

18. 5500EZ late filing

    By Bird, June 10, 2019
    • 9 replies
    • 1.5k views
    • 
    • bzorc
    • June 24, 2019

19. Cite for 5500/plan participant liability

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

20. Form 5500 Bulk Signing

    By pr2222, June 3, 2019
    • 8 replies
    • 1k views
    • 
    • RatherBeGolfing
    • June 3, 2019

21. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril, May 31, 2019
    • 25 replies
    • 6k views
    • 
    • VCH
    • September 11, 2021

22. 5500SF to 5500EZ

    By TPApril, May 24, 2019
    • 19 replies
    • 3.2k views
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    • chc93
    • July 8, 2019

23. Commission Info for Line 10e of Schedule A

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

24. 5500s Premium Only Plan

    By thepensionmaven, May 11, 2019
    • 12 replies
    • 1.8k views
    • 
    • HF-Compliance
    • May 15, 2019

25. Stop 5500-EZ?

    By Sara Hotvedt, May 3, 2019
    • 5 replies
    • 2.2k views
    • 
    • FPGuy
    • May 7, 2019

26. Cafeteria plan changes to a "wrap" document

    By Belgarath, April 29, 2019
    • 2 replies
    • 1.2k views
    • 
    • loserson
    • May 1, 2019

27. 5500EZ

    By mjf06241972, April 28, 2019
    • 6 replies
    • 2.3k views
    • 
    • Below Ground
    • May 1, 2019

28. One Participant plan Delinquent Filer

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

29. Schedule C info for MassMutual plan

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

30. Summ Ann Report

    By austin3515, April 18, 2019
    • 10 replies
    • 2.4k views
    • 
    • BG5150
    • April 25, 2019

31. DFVCP Questions

    By Ajillity, April 17, 2019
    • 5 replies
    • 898 views
    • 
    • chc93
    • April 18, 2019

32. Husband /Wife 5500EZs

    By Draper55, April 12, 2019
    • 5 replies
    • 541 views
    • 
    • justanotheradmin
    • April 12, 2019

33. Employer for 5500EZ

    By Draper55, March 27, 2019
    • 2 replies
    • 649 views
    • 
    • CuseFan
    • March 28, 2019

34. Form 5500 or 5500-SF

    By JoshuaP123, March 20, 2019   

    • 5500sf
    • 5500
    • (and 1 more)

      Tagged with:

      • 5500sf
      • 5500
      • real estate
    • 4 replies
    • 932 views
    • 
    • Bird
    • March 22, 2019

35. H&W Final Form 5500

    By ERISA-SOS, March 12, 2019
    • 2 replies
    • 1k views
    • 
    • ERISA-SOS
    • March 28, 2019

36. Participants with an Account Balance

    By Archimage, February 25, 2019
    • 8 replies
    • 2.8k views
    • 
    • ESOP Guy
    • February 26, 2019

37. DOL letter on 2017 5500 filing

    By pmacduff, February 7, 2019
    • 7 replies
    • 1.7k views
    • 
    • ESOP Guy
    • February 22, 2019

38. Amending 5500 vs. DFVCP and Wrap

    By IhrtERISA, January 24, 2019
    • 1 reply
    • 852 views
    • 
    • Bug on my window
    • January 24, 2019

39. 5500 first timer - question 8a

    By cme685, January 5, 2019
    • 14 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 15, 2019

40. 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

41. 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

42. 5500 filed without audit attached

    By M Norton, December 12, 2018   

    • 5500
    • audit omitted
    • (and 1 more)

      Tagged with:

      • 5500
      • audit omitted
      • penalties
    • 10 replies
    • 6k views
    • 
    • RatherBeGolfing
    • December 18, 2018

43. 5500-EZ or SF

    By John Feldt ERPA CPC QPA, November 30, 2018
    • 4 replies
    • 939 views
    • 
    • ERISAAPPLE
    • December 1, 2018

44. Old SSAs filed

    By austin3515, November 29, 2018
    • 3 replies
    • 646 views
    • 
    • ESOP Guy
    • November 30, 2018

45. 5500-EZ mailed in late, penalized, can amend?

    By TPApril, November 17, 2018
    • 4 replies
    • 903 views
    • 
    • chc93
    • December 6, 2018

46. Family Plan: Form 5500-EZ or SF?

    By bzorc, November 16, 2018
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • November 26, 2018

47. Exempt Entity Filed in Error

    By pr2222, November 15, 2018
    • 1 reply
    • 495 views
    • 
    • JamesK
    • November 15, 2018

48. 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

49. Participants reported with a Code A, then reported as a D, then payments cease before final pay out

    By buckaroo, October 26, 2018
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • November 19, 2018

50. Amended DFVCP filing

    By Julie, October 25, 2018
    • 1 reply
    • 655 views
    • 
    • bonavito44
    • October 26, 2018