Form 5500

3,277 topics in this forum

1. Identification of Co-Sponsors on 5500

   By ERISA1, December 14, 2012
   • 6 replies
   • 1.8k views
   • 
   • david rigby
   • December 14, 2012

2. Can an ERISA plan become non-ERISA?

   By Flyboyjohn, October 14, 2015
   • 6 replies
   • 1.9k views
   • 
   • BG5150
   • October 15, 2015

3. File Amended 5500-SF Originally Filed 5500-EZ

   By Dougsbpc, June 10, 2025
   • 6 replies
   • 1.5k views
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   • Dougsbpc
   • June 12, 2025

4. Cash or Accrual filing

   By Nancy D, December 8, 2011
   • 6 replies
   • 3.5k views
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   • masteff
   • December 9, 2011

5. Filing delinquent Forms 5500

   By Guest Sieve, July 2, 2010
   • 6 replies
   • 1.7k views
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   • Andy the Actuary
   • July 2, 2010

6. Two Plans Merge on 12/31/2014

   By austin3515, June 23, 2015
   • 6 replies
   • 1.9k views
   • 
   • david rigby
   • June 23, 2015

7. 5500EZ

   By mjf06241972, April 28, 2019
   • 6 replies
   • 2.4k views
   • 
   • Below Ground
   • May 1, 2019

8. fidelity bond w/inflation guard

   By TPApril, May 25, 2022
   • 6 replies
   • 2.1k views
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   • Bri
   • May 26, 2022

9. 5500 ez - Final Return NOT filled

   By Guest yk5, June 12, 2011
   • 6 replies
   • 4.5k views
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   • mbozek
   • June 17, 2011

10. terminated plan and recovery 3 years later

    By DPL, August 21, 2015
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • August 24, 2015

11. Dear IRS - Are you serious??

    By austin3515, November 18, 2016
    • 6 replies
    • 1.3k views
    • 
    • My 2 cents
    • November 18, 2016

12. IRS letter - EIN number

    By tymesup, November 14, 2023
    • 6 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 6, 2023

13. No 2012 Yet...Is it ok to use 2011

    By jkharvey, January 23, 2013
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • January 23, 2013

14. Form 5500-EZ Question

    By Vlad401k, May 19, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 23, 2016

15. 5500EZ

    By Guest Sieve, March 15, 2010
    • 6 replies
    • 1.8k views
    • 
    • 12AX7
    • March 18, 2010

16. Hurricane extension

    By BG5150, October 17, 2022
    • 6 replies
    • 894 views
    • 
    • BG5150
    • October 20, 2022

17. Schedule B of Form 5500

    By Guest meggie, May 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2002

18. Unsigned f5500

    By J Simmons, October 20, 2009
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2009

19. Help with Multi-Employer VEBA filing...

    By Guest Carolyn Barnard, September 25, 2003
    • 6 replies
    • 1.8k views
    • 
    • GBurns
    • September 26, 2003

20. 412(i) plans and Schedule B

    By Guest flyfisher, January 29, 2004
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2004

21. Verification of 5500 filing

    By Guest KennyH, January 29, 2009
    • 6 replies
    • 2.7k views
    • 
    • SMB
    • May 1, 2009

22. boy count = eoy or boy?

    By chuTzPA, June 17, 2014
    • 6 replies
    • 2.8k views
    • 
    • BG5150
    • June 18, 2014

23. Welfare Plan - Never Filed Form 5500

    By MarZDoates, April 25, 2006
    • 6 replies
    • 3k views
    • 
    • Guest
    • May 23, 2006

24. Large Plan Participant Count, 80-120 rule

    By K-t-F, March 17, 2009
    • 6 replies
    • 4.5k views
    • 
    • BG5150
    • March 18, 2009

25. Reasonable Cause - Fee Waiver

    By Dawn Hafner, September 10, 2002
    • 6 replies
    • 3.1k views
    • 
    • E as in ERISA
    • September 12, 2002

26. Form 5500-EZ $250,000 Threshold Determination

    By PensionPro, July 30, 2025
    • 6 replies
    • 1.6k views
    • 
    • PensionPro
    • August 12, 2025

27. Who May Sign 5500?

    By Andy the Actuary, February 23, 2009
    • 6 replies
    • 3.8k views
    • 
    • Andy the Actuary
    • March 9, 2009

28. 5500 Filing and Plan Year

    By Guest aw, March 11, 2003
    • 6 replies
    • 2.4k views
    • 
    • E as in ERISA
    • March 11, 2003

29. 5500 Software

    By SLuskin, January 11, 2006
    • 6 replies
    • 2.9k views
    • 
    • Earl
    • January 21, 2006

30. Audit Risk? Going from Small to Large Plan

    By Benefits Vet, February 6, 2020
    • 6 replies
    • 1.3k views
    • 
    • WillSanDiego CPA
    • February 21, 2020

31. Can I file 5500 instead of 5500EZ?

    By AKconsult, September 26, 2008
    • 6 replies
    • 1.9k views
    • 
    • AKconsult
    • October 1, 2008

32. Schedule I -

    By Alex Daisy, June 4, 2009
    • 6 replies
    • 2.4k views
    • 
    • Below Ground
    • June 5, 2009

33. Schedule R

    By blue, January 12, 2006
    • 6 replies
    • 3.6k views
    • 
    • Tom Poje
    • January 27, 2006

34. Overpayment of Distribution

    By Archimage, August 24, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • August 25, 2004

35. Insufficient information to complete 5500

    By Guest SuzieQNEC, October 22, 2009
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • October 22, 2009

36. Where to report plan name changes on the 2000 Form 5500 (if at all)?

    By Guest Stacie Barth, July 10, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 2003

37. Electronic Signatures?

    By Gilmore, June 30, 2020
    • 6 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 1, 2020

38. Plan Audits - uncooperative CPA firms

    By Guest J. David Wright, October 3, 2002
    • 6 replies
    • 2.6k views
    • 
    • E as in ERISA
    • October 4, 2002

39. 5500 form for TIAA-CREF plan

    By K2retire, October 4, 2017
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 5, 2017

40. Small Pension Plan Audit Waiver

    By Guest MCarey1, July 12, 2004
    • 6 replies
    • 2.3k views
    • 
    • stephen
    • July 13, 2004

41. 5500-EZ for owner and an excluded employee

    By thepensionmaven, March 12, 2018
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • March 14, 2018

42. Send out SAR before e-signing? (!)

    By BG5150, July 9, 2012
    • 6 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 12, 2012

43. Form 5500 for 1999

    By Guest jfgc, February 9, 2000
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 4, 2000

44. Confusion about 5500-EZ instructions

    By robbie, March 19, 2015   

    • solo 401k
    • contributions made after Dec
    • 6 replies
    • 2.3k views
    • 
    • Bird
    • March 19, 2015

45. What are the penalties if an extension for filing a Form 5500 was not obtained?

    By Guest Kemily, September 30, 2003
    • 6 replies
    • 19.3k views
    • 
    • jevd
    • January 13, 2004

46. Final 5500 EZ- money purchase

    By Guest taxchicks, October 3, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 4, 2006

47. Plan termed, but one loan was not deemed...

    By BG5150, October 3, 2006
    • 6 replies
    • 1.8k views
    • 
    • Just Me
    • October 11, 2006

48. SSA for 403b's

    By austin3515, July 28, 2011
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • August 11, 2011

49. Short plan year audit

    By Guest Christie Banks, July 12, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 12, 2002

50. Late filed 5500

    By mariemonroe, March 31, 2021
    • 6 replies
    • 1.4k views
    • 
    • EBECatty
    • April 1, 2021