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Form 5500

3,287 topics in this forum

  1. Schedule H Listing of Plan Assets

    By Nancy D,   
    • 6 replies
    • 3.5k views

  2. 5500s Premium Only Plan

    By thepensionmaven,
    • 12 replies
    • 2.3k views

  3. One Participant plan Delinquent Filer

    By Dougsbpc,
    • 2 replies
    • 900 views

  4. Schedule C info for MassMutual plan

    By Bird,
    • 1 reply
    • 927 views

  5. Stop 5500-EZ?

    By Sara Hotvedt,
    • 5 replies
    • 2.7k views

  6. 5500EZ

    By mjf06241972,
    • 6 replies
    • 3.2k views

  7. Cafeteria plan changes to a "wrap" document

    By Belgarath,
    • 2 replies
    • 1.5k views

  8. Summ Ann Report

    By austin3515,
    • 10 replies
    • 2.9k views

  9. DFVCP Questions

    By Ajillity,
    • 5 replies
    • 1.2k views

  10. Husband /Wife 5500EZs

    By Draper55,
    • 5 replies
    • 808 views

  11. EBSA-VFCP Letter

    By JKW,
    • 5 replies
    • 1.9k views

  12. Employer for 5500EZ

    By Draper55,
    • 2 replies
    • 864 views

  13. H&W Final Form 5500

    By ERISA-SOS,
    • 2 replies
    • 1.3k views

  14. New procedure when plan sponsor changes EIN... must file 5500 showing zero participants?

    By AlbanyConsultant,
    • 8 replies
    • 5.9k views

  15. Form 5500 or 5500-SF

    By JoshuaP123,   
    • 4 replies
    • 1.2k views

  16. Participants with an Account Balance

    By Archimage,
    • 8 replies
    • 3.3k views

  17. DOL letter on 2017 5500 filing

    By pmacduff,
    • 7 replies
    • 2k views

  18. Amending 5500 vs. DFVCP and Wrap

    By IhrtERISA,
    • 1 reply
    • 1.2k views

  19. 5500 first timer - question 8a

    By cme685,
    • 14 replies
    • 2.5k views

  20. Is Life Insurance Value reportable as a Plan asset on Form 5500 Schedule H?

    By letsgoisles89,   
    • 5 replies
    • 3.2k views

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

    By Peter Gulia,
    • 6 replies
    • 1.3k views

  22. 5500 filed without audit attached

    By M Norton,   
    • 10 replies
    • 6.7k views

  23. 5500-EZ mailed in late, penalized, can amend?

    By TPApril,
    • 4 replies
    • 1.1k views

  24. 5500-EZ or SF

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 1.2k views

  25. Old SSAs filed

    By austin3515,
    • 3 replies
    • 848 views

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

    By bzorc,
    • 2 replies
    • 1.6k views

  27. VSP Schedule As for the Form 5500

    By 5500Nerd,   
    • 1 reply
    • 1.1k views

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

    By buckaroo,
    • 7 replies
    • 2k views

  29. Exempt Entity Filed in Error

    By pr2222,
    • 1 reply
    • 671 views

  30. One participant plan explained

    By Basically,
    • 6 replies
    • 2k views

  31. New Form 5500 for 2019?

    By Bug on my window,   
    • 6 replies
    • 2.9k views

  32. Amended DFVCP filing

    By Julie,
    • 1 reply
    • 824 views

  33. Included in Calculation of Assets?

    By BT,
    • 4 replies
    • 1.4k views

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

    By BG5150,
    • 12 replies
    • 2.9k views

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

    By GregM,   
    • 15 replies
    • 3.3k views

  36. Refund of loan principal overpayment

    By Liam,   
    • 12 replies
    • 3.6k views

  37. 5500 - Stock Acquisition

    By 52626,
    • 3 replies
    • 1.2k views

  38. Form 5330

    By bzorc,
    • 1 reply
    • 1.1k views

  39. Schedule of Reportable Transactions (Line 4j on Sched H)

    By BG5150,
    • 5 replies
    • 6.9k views

  40. Hurricane Florence 5500 Extension

    By L_Ann_F,   
    • 4 replies
    • 1.3k views

  41. Delinquent EZ and SF - which to file first?

    By C. B. Zeller,
    • 3 replies
    • 671 views

  42. BOY participant count with excluded employees

    By Belgarath,
    • 13 replies
    • 2.5k views

  43. Experience rated groups

    By Denise,
    • 0 replies
    • 511 views

  44. Code C on 8955-SSA

    By austin3515,
    • 11 replies
    • 2.7k views

  45. Schedule A's

    By Nora Ramos,
    • 3 replies
    • 1.1k views

  46. How many times can you amend Form 5500?

    By AdKu,
    • 2 replies
    • 1.3k views

  47. VFCP filing question

    By pmacduff,
    • 0 replies
    • 836 views

  48. Copy of Prior 5500 EZ

    By TPA2015,   
    • 0 replies
    • 801 views

  49. Form 5500, Schedule C

    By msmith,
    • 2 replies
    • 867 views

  50. Can you check both "Trust" and "General Assets" on line 9?

    By Bug on my window,   
    • 3 replies
    • 1k views
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