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Form 5500

3,272 topics in this forum

  1. welfare benefit self funded assets of employer

    By jeanh,
    • 4 replies
    • 821 views

  2. Stop Loss Paid by Employees

    By 5500Nerd,   
    • 5 replies
    • 1.7k views

  3. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd,
    • 2 replies
    • 724 views

  4. Need to file short plan year 2018 5500

    By ESOP Guy,
    • 2 replies
    • 1.4k views

  5. Incorporation of Sponsor

    By thepensionmaven,
    • 3 replies
    • 571 views

  6. Plan Characteristic Code 2A

    By 401_noob,   
    • 5 replies
    • 1.7k views

  7. Filing under Delinquent Filers VCP

    By Chippy,
    • 3 replies
    • 615 views

  8. Fiduciary Liability for signing Form 5500

    By Below Ground,
    • 15 replies
    • 4.8k views

  9. 5500 Participant _ residual balance

    By legort69,   
    • 1 reply
    • 683 views

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

    By AlbanyConsultant,
    • 8 replies
    • 3.2k views

  11. Insured Welfare Plan - Final Return

    By EBECatty,
    • 2 replies
    • 785 views

  12. Possible prohibited transaction

    By smokin,   
    • 5 replies
    • 1.1k views

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

    By JMH ERISA,   
    • 2 replies
    • 1.1k views

  14. 5500 Attachment Upload Error

    By WhatsESUP,   
    • 2 replies
    • 794 views

  15. Do we need a Schedule B?

    By ERISAAPPLE,
    • 5 replies
    • 1.4k views

  16. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski,
    • 8 replies
    • 2k views

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

    By Bird,
    • 4 replies
    • 2k views

  18. 5500-EZ for owner and an excluded employee

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  19. Large plan audit not done by extension deadline

    By Lori H,
    • 11 replies
    • 3.4k views

  20. Filing Authorization and EIN

    By Belgarath,
    • 3 replies
    • 866 views

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

    By austin3515,
    • 9 replies
    • 3.3k views

  22. Profit Share Deduction

    By coleboy,
    • 3 replies
    • 890 views

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

    By 5500Nerd,   
    • 4 replies
    • 680 views

  24. 5500EZ

    By jeanh,
    • 18 replies
    • 3.9k views

  25. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc,
    • 16 replies
    • 3.7k views

  26. Final year of the plan?

    By Benbob13,
    • 2 replies
    • 813 views

  27. Need form 5500 for plan with no assets?

    By Louis,   
    • 2 replies
    • 1.5k views

  28. Form 8955 Deliquent filing

    By Tom,
    • 2 replies
    • 960 views

  29. DFVC Filing - Overpayment of penalty

    By Trisports,   
    • 2 replies
    • 1.1k views

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

    By Benbob13,
    • 3 replies
    • 2.3k views

  31. Audit Report Attached to 5500

    By Spencer,   
    • 2 replies
    • 1.1k views

  32. Is the 2017 Form 5500 Available?

    By 5500Nerd,   
    • 2 replies
    • 970 views

  33. 2014 filed in 2017

    By ombskid,
    • 2 replies
    • 554 views

  34. Form 945 and 945-V

    By thepensionmaven,
    • 1 reply
    • 830 views

  35. Duplicate Filings

    By austin3515,
    • 2 replies
    • 970 views

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

    By pmacduff,
    • 2 replies
    • 614 views

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

    By Peter Gulia,   
    • 5 replies
    • 856 views

  38. trade date vs payroll date

    By thepensionmaven,
    • 1 reply
    • 900 views

  39. Alternate Payee and Schedule SB

    By Calavera,
    • 4 replies
    • 2.6k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views

  41. Schedule H - Line 4i(a)

    By AdKu,
    • 2 replies
    • 3k views

  42. 5500 form for TIAA-CREF plan

    By K2retire,
    • 6 replies
    • 2.1k views

  43. Correcting Plan Number

    By Guest Sieve,
    • 19 replies
    • 8.2k views

  44. Form 5500-EZ Part III Question

    By Francis,   
    • 2 replies
    • 1.5k views

  45. 5500 / ERISA to Non-ERISA Plan

    By austin3515,
    • 6 replies
    • 1.3k views

  46. 8955-SSA deceased records

    By RSM103,   
    • 3 replies
    • 3.5k views

  47. Form 5330 Excise Tax for corrective distributions

    By 401_noob,   
    • 4 replies
    • 2.9k views

  48. 5500-EZ initial year filing

    By thepensionmaven,   
    • 2 replies
    • 668 views

  49. 5500 Schedule C information not avaialble

    By Molly the cat,   
    • 8 replies
    • 1.9k views

  50. Filing 5500 without Audit Report

    By austin3515,
    • 17 replies
    • 7.6k views
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