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Form 5500

3,272 topics in this forum

  1. Participants with an Account Balance

    By Archimage,
    • 8 replies
    • 2.8k views

  2. DOL letter on 2017 5500 filing

    By pmacduff,
    • 7 replies
    • 1.7k views

  3. Amending 5500 vs. DFVCP and Wrap

    By IhrtERISA,
    • 1 reply
    • 854 views

  4. 5500 first timer - question 8a

    By cme685,
    • 14 replies
    • 1.6k views

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

    By letsgoisles89,   
    • 5 replies
    • 2.6k views

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

    By Peter Gulia,
    • 6 replies
    • 1k views

  7. 5500 filed without audit attached

    By M Norton,   
    • 10 replies
    • 6k views

  8. 5500-EZ mailed in late, penalized, can amend?

    By TPApril,
    • 4 replies
    • 905 views

  9. 5500-EZ or SF

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 939 views

  10. Old SSAs filed

    By austin3515,
    • 3 replies
    • 648 views

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

    By bzorc,
    • 2 replies
    • 1.3k views

  12. VSP Schedule As for the Form 5500

    By 5500Nerd,   
    • 1 reply
    • 865 views

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

    By buckaroo,
    • 7 replies
    • 1.5k views

  14. Exempt Entity Filed in Error

    By pr2222,
    • 1 reply
    • 495 views

  15. One participant plan explained

    By K-t-F,
    • 6 replies
    • 1.6k views

  16. New Form 5500 for 2019?

    By Bug on my window,   
    • 6 replies
    • 2.6k views

  17. Amended DFVCP filing

    By Julie,
    • 1 reply
    • 655 views

  18. Included in Calculation of Assets?

    By BT,
    • 4 replies
    • 1.1k views

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

    By BG5150,
    • 12 replies
    • 2.5k views

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

    By GregM,   
    • 15 replies
    • 2.5k views

  21. Refund of loan principal overpayment

    By Liam,   
    • 12 replies
    • 2.7k views

  22. 5500 - Stock Acquisition

    By 52626,
    • 3 replies
    • 839 views

  23. Form 5330

    By bzorc,
    • 1 reply
    • 873 views

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

    By BG5150,
    • 5 replies
    • 6.4k views

  25. Hurricane Florence 5500 Extension

    By L_Ann_F,   
    • 4 replies
    • 984 views

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

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

  27. BOY participant count with excluded employees

    By Belgarath,
    • 13 replies
    • 2k views

  28. Experience rated groups

    By Denise,
    • 0 replies
    • 391 views

  29. Code C on 8955-SSA

    By austin3515,
    • 11 replies
    • 2.2k views

  30. Schedule A's

    By Nora Ramos,
    • 3 replies
    • 756 views

  31. How many times can you amend Form 5500?

    By AdKu,
    • 2 replies
    • 1.1k views

  32. VFCP filing question

    By pmacduff,
    • 0 replies
    • 661 views

  33. Copy of Prior 5500 EZ

    By TPA2015,   
    • 0 replies
    • 590 views

  34. Form 5500, Schedule C

    By msmith,
    • 2 replies
    • 706 views

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

    By Bug on my window,   
    • 3 replies
    • 785 views

  36. Nonexempt transaction Party-in-interest

    By jason,
    • 1 reply
    • 1k views

  37. Trade date vs Settlement date

    By B21,
    • 2 replies
    • 911 views
    • B21
    • B21

  38. New HRA - no participants in 2017 - 5500 required?

    By t.haley,
    • 3 replies
    • 676 views

  39. Form 5500 Schedule H and Audit Financials - VEBA

    By vanders2240,   
    • 1 reply
    • 1.2k views

  40. SAR Not Required for Unfunded Plan?

    By 5500Nerd,   
    • 2 replies
    • 848 views

  41. Wrong EIN on 5500

    By Tinman,
    • 3 replies
    • 1.4k views

  42. EE opts out of plan--how to count on 5500

    By BG5150,
    • 2 replies
    • 479 views

  43. Actuarial Valuation

    By ERISAAPPLE,
    • 5 replies
    • 1.4k views

  44. Intranet posting of 5500 Information

    By Gilmore,
    • 12 replies
    • 3.4k views

  45. Form 5500 sole proprietor with PT employee

    By thepensionmaven,
    • 3 replies
    • 625 views

  46. 5500sf - do you count 0% vested?

    By jmartin,
    • 6 replies
    • 2k views

  47. To Schedule C or not to Schedule C

    By Pammie57,
    • 3 replies
    • 837 views

  48. Final 5500 - Citation?

    By ERISAAPPLE,
    • 5 replies
    • 750 views

  49. Docusign?

    By austin3515,
    • 30 replies
    • 7.6k views

  50. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4,
    • 3 replies
    • 1.5k views
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