Form 5500

3,272 topics in this forum

1. Accrual Basis Form 5500 - Recordkeeping Fees Paid by Forfeitures

   By Vlad401k, April 9, 2015
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • April 9, 2015

2. Accrued loan interest on schedule of assets held?

   By Guest Carolyn Barnard, September 10, 2011
   • 5 replies
   • 3.9k views
   • 
   • TPApril
   • April 25, 2012

3. Active owner and former partner have balances

   By BG5150, November 17, 2021
   • 0 replies
   • 668 views
   • 
   • BG5150
   • November 17, 2021

4. Active Participant count in a terminated plan

   By buckaroo, April 25, 2005
   • 9 replies
   • 6.9k views
   • 
   • JanetM
   • June 20, 2008

5. Actual Return on Plan Assets

   By Andy the Actuary, September 6, 2010
   • 1 reply
   • 1.1k views
   • 
   • My 2 cents
   • September 7, 2010

6. Actuarial Valuation

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

7. additional extensions for Katrina

   By Guest JMAC, September 27, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 27, 2006

8. Additional Information for SAR

   By Guest meggie, June 18, 2004
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • July 18, 2005

9. Address for 5558

   By Sully, July 28, 2003
   • 4 replies
   • 1.8k views
   • 
   • Sully
   • July 29, 2003

10. Address to use when requesting penalty abatement.

    By katieinny, June 18, 2003
    • 0 replies
    • 1.1k views
    • 
    • katieinny
    • June 18, 2003

11. ADP refunds - reporting on 5500

    By pmacduff, July 6, 2004
    • 7 replies
    • 4.1k views
    • 
    • Tom Poje
    • July 21, 2004

12. ADP TotalSource and 5500

    By thepensionmaven, January 4, 2017
    • 1 reply
    • 2k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

13. Advance contribution on Schedule SB?

    By Pension RC, June 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 20, 2013

14. After-Tax and first year for 401(m) testing

    By Just Tri, August 28
    • 4 replies
    • 415 views
    • 
    • Paul I
    • August 29

15. Aggressive DOL auditor wants to reject accountants audit

    By SheilaD, January 14, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 15, 2012

16. ALL Of FLORIDA now extended past oct 15th

    By SSRRS, October 13, 2024
    • 0 replies
    • 459 views
    • 
    • SSRRS
    • October 13, 2024

17. Already Filed Thru DFVC - Can we get our money back?

    By MarZDoates, November 29, 2012
    • 2 replies
    • 1.3k views
    • 
    • MarZDoates
    • November 30, 2012

18. Alternate Payee and Schedule SB

    By Calavera, October 18, 2017
    • 4 replies
    • 2.6k views
    • 
    • Calavera
    • October 19, 2017

19. Amend 5330 when no corrective distributions paid???

    By sam2012, November 18, 2015
    • 2 replies
    • 1.1k views
    • 
    • sam2012
    • November 19, 2015

20. Amend 5500 and also ck off 5558?

    By SSRRS, November 3
    • 3 replies
    • 419 views
    • 
    • Paul I
    • November 3

21. Amend 5500 and Attach Audit for Prior Years?

    By jukeboy56, April 10, 2017
    • 3 replies
    • 910 views
    • 
    • WillSanDiego CPA
    • May 24, 2017

22. Amend 5500-EZ - client covered under FEMA Disaster Zone Declaration 36-12 as IR24-234

    By thepensionmaven, December 29, 2024
    • 3 replies
    • 1.1k views
    • 
    • thepensionmaven
    • January 3

23. Amend 5500-ez or let sleeping dogs lie

    By Guest Savoir, September 10, 2005
    • 11 replies
    • 2.9k views
    • 
    • Earl
    • September 20, 2005

24. Amend for loan value not reported?

    By hunter001, September 28, 2012
    • 1 reply
    • 830 views
    • 
    • Bird
    • September 28, 2012

25. Amend Form 5500 for Retroactive Fidelity Bond?

    By M Gerald, Wednesday at 02:24 AM
    • 3 replies
    • 344 views
    • 
    • M Gerald
    • Thursday at 07:23 PM

26. Amend prior year filing for successor sponsor

    By thepensionmaven, September 18, 2023
    • 0 replies
    • 309 views
    • 
    • thepensionmaven
    • September 18, 2023

27. Amended 2008 Sch SB

    By Guest GEE, October 1, 2010
    • 0 replies
    • 830 views
    • 
    • Guest
    • October 1, 2010

28. Amended 5000 and SAR

    By blue, February 24, 2006
    • 3 replies
    • 2.2k views
    • 
    • Lori Friedman
    • February 24, 2006

29. Amended 5500

    By Fred Payne, July 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • July 16, 2003

30. Amended 5500

    By Guest notapensiongeek, December 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 2008

31. Amended 5500

    By J2D2, July 22, 2002
    • 5 replies
    • 4.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 14, 2002

32. amended 5500

    By Guest geostorm, August 2, 2006
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • August 11, 2006

33. Amended 5500

    By Archimage, June 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • kocak
    • June 14, 2003

34. Amended 5500

    By Ervin Barham, August 22, 2001
    • 5 replies
    • 2.2k views
    • 
    • Kristina
    • August 24, 2001

35. amended 5500 - does it show on efast2?

    By TPApril, February 12, 2021
    • 8 replies
    • 1.7k views
    • 
    • chc93
    • February 18, 2021

36. amended 5500 - employer/sponsor recently moved

    By doombuggy, May 6, 2004
    • 1 reply
    • 1k views
    • 
    • doombuggy
    • May 7, 2004

37. Amended 5500 - where does it get mailed to?

    By doombuggy, January 6, 2005
    • 2 replies
    • 1.1k views
    • 
    • RCK
    • January 6, 2005

38. Amended 5500 and nonaffected Schedules

    By mwyatt, June 17, 2003
    • 3 replies
    • 1.5k views
    • 
    • KateSmithPA
    • June 26, 2003

39. Amended 5500 EZ- attach extension?

    By Guest rachd, April 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • May 4, 2004

40. Amended 5500 for 1997

    By Guest Ed Walker, January 31, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2002

41. Amended 5500 for incorrect Schedule P's

    By RCK, July 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • JohnCheek
    • July 26, 2003

42. amended 5500 needs an amended audit report?

    By Guest lindamichals, May 26, 2004
    • 9 replies
    • 2.7k views
    • 
    • BeckyMiller
    • May 27, 2004

43. Amended 5500EZ

    By EJS_TPA, January 16
    • 1 reply
    • 1.7k views
    • 
    • Paul I
    • January 16

44. Amended 5500SF?

    By Susan Graves CPA, September 2, 2020
    • 2 replies
    • 767 views
    • 
    • Bob the Swimmer
    • September 4, 2020

45. Amended 8955-SSA

    By Guest Hk.lee, July 30, 2012
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 31, 2012

46. Amended DFVCP filing

    By Julie, October 25, 2018
    • 1 reply
    • 655 views
    • 
    • bonavito44
    • October 26, 2018

47. Amended Filing Needs Schedule P

    By Jean, August 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • JohnCheek
    • August 12, 2010

48. Amended filings??

    By Guest Factster, September 30, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • October 1, 2002

49. Amended Form 5500

    By buckaroo, September 27, 2005
    • 2 replies
    • 1.9k views
    • 
    • buckaroo
    • September 28, 2005

50. Amended Form 5500

    By kocak, April 14, 2000
    • 1 reply
    • 2.9k views
    • 
    • BeckyMiller
    • April 18, 2000