Form 5500

3,277 topics in this forum

1. 5500 filing - cash vs accrual

   By Jakyasar, August 7, 2021
   • 13 replies
   • 2.5k views
   • 
   • R. Butler
   • October 23, 2023

2. American Funds/Recordkeeper Direct 5500SF reporting

   By Cathy from Chicago, May 25, 2010
   • 2 replies
   • 2.5k views
   • 
   • Bird
   • May 27, 2010

3. Entity Control Changes

   By MSN, October 20, 2009
   • 12 replies
   • 2.5k views
   • 
   • Guest
   • November 13, 2009

4. Participant Count - Beginning and End of Plan Year

   By bort, June 25, 2016
   • 7 replies
   • 2.5k views
   • 
   • GMK
   • July 15, 2016

5. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

   By Guest, March 3, 2000
   • 3 replies
   • 2.5k views
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   • John A
   • March 3, 2000

6. Severance plan filings

   By alexa, July 12, 2020
   • 3 replies
   • 2.5k views
   • 
   • alexa
   • November 15, 2022

7. Failure to file 5500

   By Guest moltengater, February 8, 2005
   • 10 replies
   • 2.5k views
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   • Guest
   • June 28, 2005

8. Variable Annuity Contraces

   By Guest lforesz, September 26, 2001
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • October 4, 2001

9. Form 5500/Severance Plan

   By Guest ladler, May 6, 2003
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • May 20, 2003

10. Penalty for late filing

    By Guest Ray Williams, July 8, 2000
    • 1 reply
    • 2.5k views
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    • Guest
    • July 28, 2000

11. IQPA and 5500 for terminated/merged plan

    By Guest Asvedlow, June 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • ERISA25
    • January 31, 2011

12. Health & Welfare 5500

    By Earl, April 15, 2015   

    • Schedule C exemption
    • 4 replies
    • 2.5k views
    • 
    • Earl
    • April 16, 2015

13. Is it late?

    By MarZDoates, October 20, 2014
    • 5 replies
    • 2.5k views
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    • chc93
    • October 21, 2014

14. Form 5500 Final Return Error - web client

    By Guest Peggy S, June 30, 2010
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • June 30, 2010

15. Audit Report not ready at time of E-filing

    By asteve46, August 31, 2010
    • 7 replies
    • 2.5k views
    • 
    • BG5150
    • September 2, 2010

16. Electronic Signatures?

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

17. IRS Letters

    By Guest Billy D., December 5, 2007
    • 7 replies
    • 2.5k views
    • 
    • david rigby
    • December 20, 2007

18. IQPA never filed

    By goldtpa, October 12, 2006
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • February 22, 2007

19. 5500ez line g

    By Guest bradfield, April 9, 2008
    • 7 replies
    • 2.5k views
    • 
    • MarZDoates
    • August 22, 2008

20. Incorrect Form 5558

    By Leopurrd, August 2, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • August 11, 2006

21. Annuity Purchase

    By §#$%!, January 5, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 6, 2006

22. Machine Print/Handprint Dilemma

    By Guest jmurph, February 10, 2000
    • 3 replies
    • 2.5k views
    • 
    • KIP KRAUS
    • April 12, 2000

23. Schedule A Requirements for Insurance Company - Combined Trust

    By Medusa, May 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • Medusa
    • May 23, 2001

24. Copy of Form 5500 submitted to DOL?

    By jkharvey, July 24, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 2, 2000

25. Pre-approved plan opinion letter serial number

    By Belgarath, July 14, 2023
    • 3 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • July 19, 2023

26. When is it too late for DFVC?

    By Bird, November 5, 2015
    • 5 replies
    • 2.5k views
    • 
    • hr for me
    • November 5, 2015

27. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.5k views
    • 
    • thepensionmaven
    • October 15, 2020

28. DFVCP or Reasonable cause letter?

    By PAL, December 22, 2008
    • 5 replies
    • 2.5k views
    • 
    • K2retire
    • December 29, 2008

29. Does a 5558 negate the automatic extension?

    By John A, May 24, 2000
    • 2 replies
    • 2.5k views
    • 
    • Bill Berke
    • June 1, 2000

30. Anyone know of any authority or licensing standards that would require

    By AndyH, October 10, 2000
    • 12 replies
    • 2.5k views
    • 
    • KIP KRAUS
    • November 9, 2000

31. Late 5500

    By R. Butler, July 14, 2006
    • 3 replies
    • 2.5k views
    • 
    • Santo Gold
    • March 14, 2007

32. 5500 or 5500ez

    By tertue, February 19, 2015   

    • C Corp 1 employee 5 owners
    • 13 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 16, 2015

33. Looking for old Form 5500-C/R

    By Guest Rudy, November 8, 2001
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • November 12, 2001

34. What to put on Form 5500 as the 'name' of a retirement plan's 'trust'?

    By austin3515, May 4, 2015
    • 13 replies
    • 2.5k views
    • 
    • Kevin C
    • May 11, 2015

35. What is an active participant in a welfare plan?

    By Lori Foresz, November 14, 2003
    • 1 reply
    • 2.4k views
    • 
    • JohnCheek
    • November 16, 2003

36. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey, April 4, 2017
    • 6 replies
    • 2.4k views
    • 
    • TPApril
    • June 1, 2020

37. Final 5500 EZ- money purchase

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

38. Simplified reporting under PPA?

    By Kimberly S, October 11, 2007
    • 8 replies
    • 2.4k views
    • 
    • pmacduff
    • October 25, 2007

39. Form 5500 partic./employee count

    By Guest Achilles, October 13, 2001
    • 2 replies
    • 2.4k views
    • 
    • mwyatt
    • October 15, 2001

40. Schedule I -

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

41. Can a Plan's Tax ID be found on the internet?

    By RayJJohnsonJr, October 6, 2021
    • 12 replies
    • 2.4k views
    • 
    • Bruce1
    • March 5, 2025

42. 5500 EZ

    By HarleyBabe, May 4, 2010
    • 13 replies
    • 2.4k views
    • 
    • Tom Poje
    • May 11, 2010

43. Form 5500 - TPA Disbursement Accounts and Self Funding

    By Guest TXAtty, August 23, 2001
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 28, 2001

44. DFVC - How far back?

    By Guest KEK, January 30, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 1, 2002

45. 5500 Filing and Plan Year

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

46. when must a self employed 401-k file form 5500?

    By KevinMc, January 26, 2015
    • 3 replies
    • 2.4k views
    • 
    • Lou S.
    • March 2, 2015

47. Info for Schedule of Reportable Transactions

    By Guest Laura A, March 20, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 20, 2003

48. Faxed signature

    By Guest RONNIE WASEL, October 14, 2003
    • 7 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2003

49. SSA information in statement to terminated participants

    By Guest, March 21, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 22, 2001

50. Summ Ann Report

    By austin3515, April 18, 2019
    • 10 replies
    • 2.4k views
    • 
    • BG5150
    • April 25, 2019