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Form 5500

3,277 topics in this forum

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

    By bzorc,
    • 2 replies
    • 1.3k views

  2. Exempt Entity Filed in Error

    By pr2222,
    • 1 reply
    • 519 views

  3. New Form 5500 for 2019?

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

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

    By buckaroo,
    • 7 replies
    • 1.6k views

  5. Amended DFVCP filing

    By Julie,
    • 1 reply
    • 673 views

  6. Included in Calculation of Assets?

    By BT,
    • 4 replies
    • 1.1k views

  7. One participant plan explained

    By K-t-F,
    • 6 replies
    • 1.7k views

  8. 5500 - Stock Acquisition

    By 52626,
    • 3 replies
    • 863 views

  9. Refund of loan principal overpayment

    By Liam,   
    • 12 replies
    • 2.8k views

  10. Form 5330

    By bzorc,
    • 1 reply
    • 897 views

  11. VSP Schedule As for the Form 5500

    By 5500Nerd,   
    • 1 reply
    • 886 views

  12. Hurricane Florence 5500 Extension

    By L_Ann_F,   
    • 4 replies
    • 1k views

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

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

  14. Experience rated groups

    By Denise,
    • 0 replies
    • 403 views

  15. BOY participant count with excluded employees

    By Belgarath,
    • 13 replies
    • 2k views

  16. Code C on 8955-SSA

    By austin3515,
    • 11 replies
    • 2.2k views

  17. Schedule A's

    By Nora Ramos,
    • 3 replies
    • 782 views

  18. VFCP filing question

    By pmacduff,
    • 0 replies
    • 679 views

  19. How many times can you amend Form 5500?

    By AdKu,
    • 2 replies
    • 1.1k views

  20. Copy of Prior 5500 EZ

    By TPA2015,   
    • 0 replies
    • 611 views

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

    By Benbob13,
    • 7 replies
    • 2.2k views
    • Bri
    • Bri

  22. Form 5500, Schedule C

    By msmith,
    • 2 replies
    • 720 views

  23. Nonexempt transaction Party-in-interest

    By jason,
    • 1 reply
    • 1k views

  24. Trade date vs Settlement date

    By B21,
    • 2 replies
    • 931 views
    • B21
    • B21

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

    By t.haley,
    • 3 replies
    • 694 views

  26. Form 5500 Schedule H and Audit Financials - VEBA

    By vanders2240,   
    • 1 reply
    • 1.2k views

  27. SAR Not Required for Unfunded Plan?

    By 5500Nerd,   
    • 2 replies
    • 893 views

  28. Wrong EIN on 5500

    By Tinman,
    • 3 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 8 replies
    • 5.1k views

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

    By BG5150,
    • 2 replies
    • 490 views

  31. Actuarial Valuation

    By ERISAAPPLE,
    • 5 replies
    • 1.4k views

  32. Form 5500 sole proprietor with PT employee

    By thepensionmaven,
    • 3 replies
    • 645 views

  33. Intranet posting of 5500 Information

    By Gilmore,
    • 12 replies
    • 3.4k views

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

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

  35. 5500sf - do you count 0% vested?

    By jmartin,
    • 6 replies
    • 2k views

  36. To Schedule C or not to Schedule C

    By Pammie57,
    • 3 replies
    • 870 views

  37. Final 5500 - Citation?

    By ERISAAPPLE,
    • 5 replies
    • 768 views

  38. Docusign?

    By austin3515,
    • 30 replies
    • 7.8k views

  39. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4,
    • 3 replies
    • 1.5k views

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

    By GregM,   
    • 15 replies
    • 2.6k views

  41. welfare benefit self funded assets of employer

    By jeanh,
    • 4 replies
    • 846 views

  42. Stop Loss Paid by Employees

    By 5500Nerd,   
    • 5 replies
    • 1.8k views

  43. Need to file short plan year 2018 5500

    By ESOP Guy,
    • 2 replies
    • 1.4k views

  44. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd,
    • 2 replies
    • 744 views

  45. Plan Characteristic Code 2A

    By 401_noob,   
    • 5 replies
    • 1.8k views

  46. Incorporation of Sponsor

    By thepensionmaven,
    • 3 replies
    • 595 views

  47. Filing under Delinquent Filers VCP

    By Chippy,
    • 3 replies
    • 632 views

  48. Late 5500/SF

    By thepensionmaven,
    • 24 replies
    • 4.3k views

  49. Fiduciary Liability for signing Form 5500

    By Below Ground,
    • 15 replies
    • 4.9k views

  50. 5500 Participant _ residual balance

    By legort69,   
    • 1 reply
    • 694 views
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