Form 5500

3,272 topics in this forum

1. Included in Calculation of Assets?

   By BT, October 25, 2018
   • 4 replies
   • 1.1k views
   • 
   • Tom Poje
   • October 25, 2018

2. One participant plan explained

   By K-t-F, October 23, 2018
   • 6 replies
   • 1.6k views
   • 
   • spiritrider
   • November 12, 2018

3. 5500 - Stock Acquisition

   By 52626, October 2, 2018
   • 3 replies
   • 838 views
   • 
   • Luke Bailey
   • October 3, 2018

4. Refund of loan principal overpayment

   By Liam, October 1, 2018   

   • loan principal
   • overpayment
   • (and 2 more)

     Tagged with:

     • loan principal
     • overpayment
     • refund
     • 5500
   • 12 replies
   • 2.7k views
   • 
   • ESOP Guy
   • October 12, 2018

5. Form 5330

   By bzorc, September 29, 2018
   • 1 reply
   • 872 views
   • 
   • RatherBeGolfing
   • September 29, 2018

6. VSP Schedule As for the Form 5500

   By 5500Nerd, September 28, 2018   

   • schedule as
   • vsp
   • (and 1 more)

     Tagged with:

     • schedule as
     • vsp
     • form 5500
   • 1 reply
   • 864 views
   • 
   • Bug on my window
   • November 19, 2018

7. Hurricane Florence 5500 Extension

   By L_Ann_F, September 20, 2018   

   • hurricane
   • extension
   • (and 1 more)

     Tagged with:

     • hurricane
     • extension
     • florence
   • 4 replies
   • 982 views
   • 
   • L_Ann_F
   • September 20, 2018

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

   By C. B. Zeller, September 19, 2018
   • 3 replies
   • 491 views
   • 
   • John Feldt ERPA CPC QPA
   • September 20, 2018

9. Experience rated groups

   By Denise, September 13, 2018
   • 0 replies
   • 391 views
   • 
   • Denise
   • September 13, 2018

10. BOY participant count with excluded employees

    By Belgarath, September 12, 2018
    • 13 replies
    • 2k views
    • 
    • bcmom
    • September 14, 2018

11. Code C on 8955-SSA

    By austin3515, September 10, 2018
    • 11 replies
    • 2.2k views
    • 
    • Calavera
    • September 13, 2018

12. Schedule A's

    By Nora Ramos, September 6, 2018
    • 3 replies
    • 755 views
    • 
    • Peter Gulia
    • September 10, 2018

13. VFCP filing question

    By pmacduff, August 31, 2018
    • 0 replies
    • 660 views
    • 
    • pmacduff
    • August 31, 2018

14. How many times can you amend Form 5500?

    By AdKu, August 30, 2018
    • 2 replies
    • 1.1k views
    • 
    • AdKu
    • September 5, 2018

15. Copy of Prior 5500 EZ

    By TPA2015, August 28, 2018   

    • 5500 ez
    • 0 replies
    • 588 views
    • 
    • TPA2015
    • August 28, 2018

16. form 5500 EZ, first and final return for the plan

    By Benbob13, August 27, 2018
    • 7 replies
    • 2.2k views
    • 
    • Bri
    • February 23, 2021

17. Form 5500, Schedule C

    By msmith, August 14, 2018
    • 2 replies
    • 704 views
    • 
    • msmith
    • August 22, 2018

18. Nonexempt transaction Party-in-interest

    By jason, August 8, 2018
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 8, 2018

19. Trade date vs Settlement date

    By B21, July 30, 2018
    • 2 replies
    • 906 views
    • 
    • B21
    • August 1, 2018

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

    By t.haley, July 26, 2018
    • 3 replies
    • 676 views
    • 
    • Flyboyjohn
    • July 30, 2018

21. Form 5500 Schedule H and Audit Financials - VEBA

    By vanders2240, July 26, 2018   

    • veba
    • wrap
    • (and 3 more)

      Tagged with:

      • veba
      • wrap
      • 5500
      • schedule h
      • audit
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • July 30, 2018

22. SAR Not Required for Unfunded Plan?

    By 5500Nerd, July 25, 2018   

    • sar
    • 2 replies
    • 846 views
    • 
    • 5500Nerd
    • July 26, 2018

23. Wrong EIN on 5500

    By Tinman, July 24, 2018
    • 3 replies
    • 1.4k views
    • 
    • Tinman
    • July 24, 2018

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

    By AlbanyConsultant, July 19, 2018
    • 8 replies
    • 5k views
    • 
    • Molly the cat
    • March 27, 2019

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

    By BG5150, July 19, 2018
    • 2 replies
    • 479 views
    • 
    • Bird
    • July 19, 2018

26. Actuarial Valuation

    By ERISAAPPLE, July 16, 2018
    • 5 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • July 18, 2018

27. Form 5500 sole proprietor with PT employee

    By thepensionmaven, July 12, 2018
    • 3 replies
    • 625 views
    • 
    • cpc0506
    • July 14, 2018

28. Intranet posting of 5500 Information

    By Gilmore, July 11, 2018
    • 12 replies
    • 3.4k views
    • 
    • Bird
    • July 16, 2018

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

    By Bug on my window, July 10, 2018   

    • form 5500
    • funding
    • 3 replies
    • 785 views
    • 
    • Bug on my window
    • August 14, 2018

30. 5500sf - do you count 0% vested?

    By jmartin, July 9, 2018
    • 6 replies
    • 2k views
    • 
    • BG5150
    • July 11, 2018

31. To Schedule C or not to Schedule C

    By Pammie57, July 9, 2018
    • 3 replies
    • 836 views
    • 
    • Bug on my window
    • July 10, 2018

32. Final 5500 - Citation?

    By ERISAAPPLE, June 21, 2018
    • 5 replies
    • 749 views
    • 
    • Mike Preston
    • June 25, 2018

33. Docusign?

    By austin3515, June 8, 2018
    • 30 replies
    • 7.6k views
    • 
    • Larry Starr
    • June 19, 2018

34. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4, June 8, 2018
    • 3 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 8, 2018

35. 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
    • 2.5k views
    • 
    • RatherBeGolfing
    • October 17, 2018

36. welfare benefit self funded assets of employer

    By jeanh, May 25, 2018
    • 4 replies
    • 819 views
    • 
    • jeanh
    • May 30, 2018

37. Stop Loss Paid by Employees

    By 5500Nerd, May 24, 2018   

    • stop loss
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 25, 2018

38. Need to file short plan year 2018 5500

    By ESOP Guy, May 21, 2018
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 21, 2018

39. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd, May 7, 2018
    • 2 replies
    • 723 views
    • 
    • 5500Nerd
    • May 24, 2018

40. Plan Characteristic Code 2A

    By 401_noob, May 1, 2018   

    • 5500
    • 5 replies
    • 1.7k views
    • 
    • 401_noob
    • May 2, 2018

41. Incorporation of Sponsor

    By thepensionmaven, April 28, 2018
    • 3 replies
    • 571 views
    • 
    • Larry Starr
    • May 2, 2018

42. Filing under Delinquent Filers VCP

    By Chippy, April 25, 2018
    • 3 replies
    • 612 views
    • 
    • Madison71
    • April 25, 2018

43. Late 5500/SF

    By thepensionmaven, April 20, 2018
    • 24 replies
    • 4.3k views
    • 
    • COplainsman
    • June 16, 2021

44. Fiduciary Liability for signing Form 5500

    By Below Ground, April 13, 2018
    • 15 replies
    • 4.8k views
    • 
    • smokin
    • April 17, 2018

45. 5500 Participant _ residual balance

    By legort69, April 10, 2018   

    • 5500 participant
    • 1 reply
    • 680 views
    • 
    • CuseFan
    • April 10, 2018

46. EZ switching to SF; mark as "first return"?

    By AlbanyConsultant, April 5, 2018
    • 8 replies
    • 3.1k views
    • 
    • Larry Starr
    • April 9, 2018

47. Insured Welfare Plan - Final Return

    By EBECatty, April 3, 2018
    • 2 replies
    • 783 views
    • 
    • EBECatty
    • April 5, 2018

48. Possible prohibited transaction

    By smokin, March 31, 2018   

    • form 5500
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 2, 2018

49. How to Create 8955-SSA File for FIRE System

    By JMH ERISA, March 28, 2018   

    • 8955-ssa
    • fire
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • March 29, 2018

50. 5500 Attachment Upload Error

    By WhatsESUP, March 21, 2018   

    • 5500
    • audited financial statements
    • (and 1 more)

      Tagged with:

      • 5500
      • audited financial statements
      • efast
    • 2 replies
    • 793 views
    • 
    • Kristina
    • March 22, 2018