Form 5500

3,277 topics in this forum

1. Schedule A - Part III

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

2. file two 5500s or one for successor entity

   By thepensionmaven, August 31, 2000
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • September 8, 2000

3. 5558 for terminated/distributed plan

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

4. Final Year of Plan

   By thepensionmaven, December 29, 2020
   • 17 replies
   • 2.6k views
   • 
   • chc93
   • January 8, 2021

5. 5500 Schedule P

   By Guest BNYMTC, October 2, 2000
   • 2 replies
   • 2.6k views
   • 
   • John A
   • October 5, 2000

6. Any exceptions for a PBGC trusteed plan?

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

7. terminated plan, final 5500

   By WCC, July 22, 2016
   • 10 replies
   • 2.6k views
   • 
   • Peter Gulia
   • July 22, 2016

8. Schedule D and Schedule H

   By Below Ground, July 11, 2008
   • 3 replies
   • 2.6k views
   • 
   • Below Ground
   • July 14, 2008

9. change in actuary

   By Guest mcfeldman, July 3, 2007
   • 5 replies
   • 2.6k views
   • 
   • david rigby
   • July 6, 2007

10. What Happens If You File Late 5500-SF When Exempt From The Need To?

    By GregM, June 1, 2018   

    • efast
    • erisa
    • (and 4 more)

      Tagged with:

      • efast
      • erisa
      • dfvcp
      • late
      • 5500
      • penalty
    • 15 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • October 17, 2018

11. 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

12. Multiple Tax ID Numbers for 5500 reporting

    By Guest RxGuy, July 8, 2008
    • 2 replies
    • 2.6k views
    • 
    • JanetM
    • July 8, 2008

13. changes to form 5500 for 2014

    By Tom Poje, December 16, 2014
    • 8 replies
    • 2.6k views
    • 
    • BeanCounterBlues
    • January 8, 2015

14. New Address for Extensions?

    By austin3515, June 27, 2011
    • 9 replies
    • 2.6k views
    • 
    • DPSRich
    • July 8, 2011

15. new 401(k) plan

    By Tom Poje, June 16, 2008
    • 6 replies
    • 2.6k views
    • 
    • JanetM
    • June 16, 2008

16. Is a hedge fund a qualifying plan asset?

    By Guest CharlieLaur, June 13, 2005
    • 2 replies
    • 2.6k views
    • 
    • Below Ground
    • May 25, 2010

17. Large Plan & Final 5500 Short Plan Year

    By Guest MS TPA, December 10, 2010
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2010

18. Schedule A and commission information

    By Guest jvajj, March 12, 2004
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 13, 2008

19. 3 digit plan number

    By Belgarath, October 28, 2008
    • 2 replies
    • 2.6k views
    • 
    • Belgarath
    • October 28, 2008

20. 5500 EZ allowed or bond required?

    By Guest Christie Banks, June 19, 2003
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2003

21. 2014 8955-SSA Vendor roll out

    By Jerry Erisa, February 10, 2015
    • 7 replies
    • 2.6k views
    • 
    • Jerry Erisa
    • March 6, 2015

22. Schedule C Required???

    By Andy the Actuary, April 2, 2014
    • 9 replies
    • 2.6k views
    • 
    • sam2012
    • April 13, 2014

23. Schedule H line 4i (assets held) attachment - how to determine the cost of assets if the assets are with a mutual fund company such as MFS?

    By Guest rachd, September 30, 2003
    • 1 reply
    • 2.6k views
    • 
    • pmacduff
    • September 30, 2003

24. 80/120 rule

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

25. 5500 Preparer's Manual

    By R. Butler, May 29, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • May 30, 2003

26. WRONG EIN Used for 2017 5500-SF

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

27. 5500 Due date, with 5558 extension

    By Belgarath, August 19, 2025
    • 4 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • August 19, 2025

28. Participant count - end of last year, begin of this year

    By chc93, June 14, 2016
    • 10 replies
    • 2.6k views
    • 
    • chc93
    • June 15, 2016

29. I am preparing a 5500. I have questions.

    By caryn22359, January 10, 2005
    • 17 replies
    • 2.6k views
    • 
    • E as in ERISA
    • January 12, 2005

30. Schedule D - when to file

    By Tom, August 14, 2023
    • 3 replies
    • 2.6k views
    • 
    • Paul I
    • August 15, 2023

31. SAR distribution

    By Guest paybdb, January 12, 2004
    • 1 reply
    • 2.6k views
    • 
    • Belgarath
    • January 12, 2004

32. Timing of 5500 filing, Form 1120 filing and date of contribution

    By Guest JDVJr, July 7, 2004
    • 4 replies
    • 2.6k views
    • 
    • James Matt Ullakko
    • July 10, 2004

33. Relius WebClient

    By ACox, July 23, 2010
    • 5 replies
    • 2.6k views
    • 
    • HarleyBabe
    • August 5, 2010

34. filing late 5500-EZ - online or hard copy?

    By Santo Gold, October 16, 2013
    • 5 replies
    • 2.5k views
    • 
    • Santo Gold
    • October 17, 2013

35. Line 9: Is Stop-Loss Insurance?

    By sloble@crowleyfleck.com, July 21, 2005
    • 4 replies
    • 2.5k views
    • 
    • sloble@crowleyfleck.com
    • July 25, 2005

36. Help for late extension filed?

    By Guest RONNIE WASEL, December 3, 2003
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 5, 2003

37. Form 5500 Schedule H

    By pitkofsky, April 20, 2016
    • 3 replies
    • 2.5k views
    • 
    • david rigby
    • April 21, 2016

38. 15,000 Penalty for Late 5500

    By goldtpa, October 21, 2016
    • 13 replies
    • 2.5k views
    • 
    • goldtpa
    • November 16, 2016

39. SAR required in final year?

    By Guest CCarter, December 30, 2003
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 9, 2004

40. Form 5558 Employer/Plan name change

    By pmacduff, July 24, 2014
    • 4 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 25, 2014

41. how far back can you go to file an amended 5500?

    By Santo Gold, January 12, 2023
    • 3 replies
    • 2.5k views
    • 
    • Santo Gold
    • January 12, 2023

42. Handling IBNR on 1999 Sch H?

    By Guest tompga, January 25, 2001
    • 1 reply
    • 2.5k views
    • 
    • Kristina
    • January 29, 2001

43. 80 - 120 Participant Rule

    By Guest A White, November 3, 2006
    • 2 replies
    • 2.5k views
    • 
    • Below Ground
    • November 3, 2006

44. One-day Plan Year?

    By Guest DIY, March 16, 2006
    • 3 replies
    • 2.5k views
    • 
    • MWeddell
    • March 17, 2006

45. Limited Scope Audit

    By Disco Stu, June 19, 2001
    • 4 replies
    • 2.5k views
    • 
    • austin3515
    • September 12, 2002

46. Schedule R--are many of you filing it?

    By Theresa Lynn, February 12, 2003
    • 9 replies
    • 2.5k views
    • 
    • Theresa Lynn
    • February 18, 2003

47. Charges for printed copies of 5500 in SAR--how much?

    By BG5150, October 21, 2016
    • 12 replies
    • 2.5k views
    • 
    • Bug on my window
    • October 22, 2018

48. 8955-SSA Extension Box

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

49. American Funds/Recordkeeper Direct 5500SF reporting

    By Cathy from Chicago, May 25, 2010
    • 2 replies
    • 2.5k views
    • 
    • Bird
    • May 27, 2010

50. CP283 for $150,000 penalty after entering the wrong tax year on form 5500-EZ and I'm having no success resolving the mistake

    By RandallM, December 9, 2022
    • 8 replies
    • 2.5k views
    • 
    • Luke Bailey
    • December 20, 2022