Form 5500

3,281 topics in this forum

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

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

2. Actuarial Valuation

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

3. Intranet posting of 5500 Information

   By Gilmore, July 11, 2018
   • 12 replies
   • 3.5k views
   • 
   • Bird
   • July 16, 2018

4. Form 5500 sole proprietor with PT employee

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

5. 5500sf - do you count 0% vested?

   By jmartin, July 9, 2018
   • 6 replies
   • 2.1k views
   • 
   • BG5150
   • July 11, 2018

6. To Schedule C or not to Schedule C

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

7. Final 5500 - Citation?

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

8. Docusign?

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

9. Bond with Inflation Guard 5500-SF reporting

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

10. welfare benefit self funded assets of employer

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

11. Stop Loss Paid by Employees

    By 5500Nerd, May 24, 2018   

    • stop loss
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • May 25, 2018

12. Participating Employer Filing 5500 Instead of Trust

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

13. Need to file short plan year 2018 5500

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

14. Incorporation of Sponsor

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

15. Plan Characteristic Code 2A

    By 401_noob, May 1, 2018   

    • 5500
    • 5 replies
    • 1.9k views
    • 
    • 401_noob
    • May 2, 2018

16. Filing under Delinquent Filers VCP

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

17. Fiduciary Liability for signing Form 5500

    By Below Ground, April 13, 2018
    • 15 replies
    • 5k views
    • 
    • smokin
    • April 17, 2018

18. 5500 Participant _ residual balance

    By legort69, April 10, 2018   

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

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

    By AlbanyConsultant, April 5, 2018
    • 8 replies
    • 3.3k views
    • 
    • Larry Starr
    • April 9, 2018

20. Insured Welfare Plan - Final Return

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

21. Possible prohibited transaction

    By smokin, March 31, 2018   

    • form 5500
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 2, 2018

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

    By JMH ERISA, March 28, 2018   

    • 8955-ssa
    • fire
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • March 29, 2018

23. 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
    • 832 views
    • 
    • Kristina
    • March 22, 2018

24. Do we need a Schedule B?

    By ERISAAPPLE, March 19, 2018
    • 5 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • March 20, 2018

25. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski, March 13, 2018
    • 8 replies
    • 2.1k views
    • 
    • Larry Starr
    • March 19, 2018

26. "We made changes to your...Form 5500"

    By Bird, March 16, 2018
    • 4 replies
    • 2k views
    • 
    • K2retire
    • March 19, 2018

27. 5500-EZ for owner and an excluded employee

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

28. Large plan audit not done by extension deadline

    By Lori H, March 1, 2018
    • 11 replies
    • 3.5k views
    • 
    • Calavera
    • March 7, 2018

29. Filing Authorization and EIN

    By Belgarath, February 20, 2018
    • 3 replies
    • 897 views
    • 
    • RatherBeGolfing
    • February 21, 2018

30. Delayed Audit / Short Plan Year - Interesting Read on Rules

    By austin3515, February 13, 2018
    • 9 replies
    • 3.4k views
    • 
    • K2retire
    • February 15, 2018

31. Profit Share Deduction

    By coleboy, January 26, 2018
    • 3 replies
    • 925 views
    • 
    • Larry Starr
    • January 30, 2018

32. Are Health Advocacy-type benefits to be in 5500s?

    By 5500Nerd, January 25, 2018   

    • health advocacy
    • 5500
    • 4 replies
    • 735 views
    • 
    • Madison71
    • January 26, 2018

33. 5500EZ

    By jeanh, January 15, 2018
    • 18 replies
    • 4.2k views
    • 
    • CJ Allen
    • January 25, 2018

34. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc, July 8, 2017
    • 16 replies
    • 3.9k views
    • 
    • Karthik Ramasamy
    • January 22, 2018

35. Final year of the plan?

    By Benbob13, December 15, 2017
    • 2 replies
    • 842 views
    • 
    • thepensionmaven
    • December 18, 2017

36. Need form 5500 for plan with no assets?

    By Louis, December 15, 2017   

    • form 5500
    • robs
    • 2 replies
    • 1.6k views
    • 
    • goldtpa
    • December 18, 2017

37. Form 8955 Deliquent filing

    By Tom, December 13, 2017
    • 2 replies
    • 995 views
    • 
    • Kristina
    • December 14, 2017

38. DFVC Filing - Overpayment of penalty

    By Trisports, December 13, 2017   

    • dfvc
    • overpayment
    • (and 1 more)

      Tagged with:

      • dfvc
      • overpayment
      • late 5500
    • 2 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • December 13, 2017

39. short plan year and availability of form 5500 or 5500EZ

    By Benbob13, December 11, 2017
    • 3 replies
    • 2.4k views
    • 
    • Kristina
    • December 12, 2017

40. Audit Report Attached to 5500

    By Spencer, December 7, 2017   

    • 5500 audit accountant opinion iqpa
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • December 7, 2017

41. Is the 2017 Form 5500 Available?

    By 5500Nerd, November 16, 2017   

    • 2017 form 5500
    • 2 replies
    • 1.1k views
    • 
    • Lois Baker
    • November 21, 2017

42. 2014 filed in 2017

    By ombskid, November 20, 2017
    • 2 replies
    • 581 views
    • 
    • RatherBeGolfing
    • November 21, 2017

43. Form 945 and 945-V

    By thepensionmaven, November 14, 2017
    • 1 reply
    • 873 views
    • 
    • pmacduff
    • November 14, 2017

44. Duplicate Filings

    By austin3515, November 5, 2017
    • 2 replies
    • 1k views
    • 
    • goldtpa
    • November 7, 2017

45. eligibility to waive 5500-EZ or -SF filing

    By pmacduff, November 1, 2017
    • 2 replies
    • 637 views
    • 
    • pmacduff
    • November 1, 2017

46. May a retirement plan's auditor act as the plan's representative before the IRS in a correction procedure?

    By Peter Gulia, October 24, 2017   

    • epcrs; vcp; auditor; independence; aicpa
    • 5 replies
    • 889 views
    • 
    • Bob the Swimmer
    • October 25, 2017

47. trade date vs payroll date

    By thepensionmaven, October 20, 2017
    • 1 reply
    • 923 views
    • 
    • ETA Consulting LLC
    • October 20, 2017

48. Alternate Payee and Schedule SB

    By Calavera, October 18, 2017
    • 4 replies
    • 2.7k views
    • 
    • Calavera
    • October 19, 2017

49. Sch H - key in assets held or attach page?

    By AlbanyConsultant, October 15, 2017
    • 7 replies
    • 1.3k views
    • 
    • chc93
    • October 18, 2017

50. Schedule H - Line 4i(a)

    By AdKu, October 5, 2017
    • 2 replies
    • 3.1k views
    • 
    • AdKu
    • October 5, 2017