Form 5500

3,288 topics in this forum

1. Form 5500, Schedule C

   By msmith, August 14, 2018
   • 2 replies
   • 933 views
   • 
   • msmith
   • August 22, 2018

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

   By Bug on my window, July 10, 2018   

   • form 5500
   • funding
   • 3 replies
   • 1.2k views
   • 
   • Bug on my window
   • August 14, 2018

3. Nonexempt transaction Party-in-interest

   By jtpa, August 8, 2018
   • 1 reply
   • 1.3k views
   • 
   • Peter Gulia
   • August 8, 2018

4. Trade date vs Settlement date

   By B21, July 30, 2018
   • 2 replies
   • 1.1k views
   • 
   • B21
   • August 1, 2018

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

   By t.haley, July 26, 2018
   • 3 replies
   • 1.1k views
   • 
   • Flyboyjohn
   • July 30, 2018

6. Form 5500 Schedule H and Audit Financials - VEBA

   By vanders2240, July 26, 2018   

   • veba
   • wrap
   • (and 3 more)

     Tagged with:

     • veba
     • wrap
     • 5500
     • schedule h
     • audit
   • 1 reply
   • 1.5k views
   • 
   • Flyboyjohn
   • July 30, 2018

7. SAR Not Required for Unfunded Plan?

   By 5500Nerd, July 25, 2018   

   • sar
   • 2 replies
   • 1.2k views
   • 
   • 5500Nerd
   • July 26, 2018

8. Wrong EIN on 5500

   By Tinman, July 24, 2018
   • 3 replies
   • 1.9k views
   • 
   • Tinman
   • July 24, 2018

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

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

10. Actuarial Valuation

    By ERISAAPPLE, July 16, 2018
    • 5 replies
    • 1.8k views
    • 
    • ERISAAPPLE
    • July 18, 2018

11. Intranet posting of 5500 Information

    By Gilmore, July 11, 2018
    • 12 replies
    • 4.2k views
    • 
    • Bird
    • July 16, 2018

12. Form 5500 sole proprietor with PT employee

    By thepensionmaven, July 12, 2018
    • 3 replies
    • 1k views
    • 
    • cpc0506
    • July 14, 2018

13. 5500sf - do you count 0% vested?

    By jmartin, July 9, 2018
    • 6 replies
    • 2.5k views
    • 
    • BG5150
    • July 11, 2018

14. To Schedule C or not to Schedule C

    By Pammie57, July 9, 2018
    • 3 replies
    • 1.1k views
    • 
    • Bug on my window
    • July 10, 2018

15. Final 5500 - Citation?

    By ERISAAPPLE, June 21, 2018
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • June 25, 2018

16. Docusign?

    By austin3515, June 8, 2018
    • 30 replies
    • 9.8k views
    • 
    • Larry Starr
    • June 19, 2018

17. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4, June 8, 2018
    • 3 replies
    • 2k views
    • 
    • RatherBeGolfing
    • June 8, 2018

18. welfare benefit self funded assets of employer

    By jeanh, May 25, 2018
    • 4 replies
    • 1.2k views
    • 
    • jeanh
    • May 30, 2018

19. Stop Loss Paid by Employees

    By 5500Nerd, May 24, 2018   

    • stop loss
    • 5 replies
    • 2.5k views
    • 
    • Luke Bailey
    • May 25, 2018

20. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd, May 7, 2018
    • 2 replies
    • 1.1k views
    • 
    • 5500Nerd
    • May 24, 2018

21. Need to file short plan year 2018 5500

    By ESOP Guy, May 21, 2018
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 21, 2018

22. Incorporation of Sponsor

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

23. Plan Characteristic Code 2A

    By 401_noob, May 1, 2018   

    • 5500
    • 5 replies
    • 2.5k views
    • 
    • 401_noob
    • May 2, 2018

24. Filing under Delinquent Filers VCP

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

25. Fiduciary Liability for signing Form 5500

    By Below Ground, April 13, 2018
    • 15 replies
    • 6k views
    • 
    • smokin
    • April 17, 2018

26. 5500 Participant _ residual balance

    By legort69, April 10, 2018   

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

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

    By AlbanyConsultant, April 5, 2018
    • 8 replies
    • 4.1k views
    • 
    • Larry Starr
    • April 9, 2018

28. Insured Welfare Plan - Final Return

    By EBECatty, April 3, 2018
    • 2 replies
    • 1.1k views
    • 
    • EBECatty
    • April 5, 2018

29. Possible prohibited transaction

    By smokin, March 31, 2018   

    • form 5500
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 2, 2018

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

    By JMH ERISA, March 28, 2018   

    • 8955-ssa
    • fire
    • 2 replies
    • 1.7k views
    • 
    • ESOP Guy
    • March 29, 2018

31. 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
    • 1.2k views
    • 
    • Kristina
    • March 22, 2018

32. Do we need a Schedule B?

    By ERISAAPPLE, March 19, 2018
    • 5 replies
    • 1.7k views
    • 
    • ERISAAPPLE
    • March 20, 2018

33. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski, March 13, 2018
    • 8 replies
    • 2.8k views
    • 
    • Larry Starr
    • March 19, 2018

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

    By Bird, March 16, 2018
    • 4 replies
    • 2.4k views
    • 
    • K2retire
    • March 19, 2018

35. 5500-EZ for owner and an excluded employee

    By thepensionmaven, March 12, 2018
    • 6 replies
    • 1.6k views
    • 
    • BG5150
    • March 14, 2018

36. Large plan audit not done by extension deadline

    By Lori H, March 1, 2018
    • 11 replies
    • 4.1k views
    • 
    • Calavera
    • March 7, 2018

37. Filing Authorization and EIN

    By Belgarath, February 20, 2018
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • February 21, 2018

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

    By austin3515, February 13, 2018
    • 9 replies
    • 3.9k views
    • 
    • K2retire
    • February 15, 2018

39. Profit Share Deduction

    By coleboy, January 26, 2018
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • January 30, 2018

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

    By 5500Nerd, January 25, 2018   

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

41. 5500EZ

    By jeanh, January 15, 2018
    • 18 replies
    • 5.5k views
    • 
    • CJ Allen
    • January 25, 2018

42. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc, July 8, 2017
    • 16 replies
    • 4.7k views
    • 
    • Karthik Ramasamy
    • January 22, 2018

43. Final year of the plan?

    By Benbob13, December 15, 2017
    • 2 replies
    • 1.2k views
    • 
    • thepensionmaven
    • December 18, 2017

44. Need form 5500 for plan with no assets?

    By Louis, December 15, 2017   

    • form 5500
    • robs
    • 2 replies
    • 1.9k views
    • 
    • goldtpa
    • December 18, 2017

45. Form 8955 Deliquent filing

    By Tom, December 13, 2017
    • 2 replies
    • 1.3k views
    • 
    • Kristina
    • December 14, 2017

46. DFVC Filing - Overpayment of penalty

    By Trisports, December 13, 2017   

    • dfvc
    • overpayment
    • (and 1 more)

      Tagged with:

      • dfvc
      • overpayment
      • late 5500
    • 2 replies
    • 1.3k views
    • 
    • Flyboyjohn
    • December 13, 2017

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

    By Benbob13, December 11, 2017
    • 3 replies
    • 2.9k views
    • 
    • Kristina
    • December 12, 2017

48. Audit Report Attached to 5500

    By Spencer, December 7, 2017   

    • 5500 audit accountant opinion iqpa
    • 2 replies
    • 1.6k views
    • 
    • bzorc
    • December 7, 2017

49. Is the 2017 Form 5500 Available?

    By 5500Nerd, November 16, 2017   

    • 2017 form 5500
    • 2 replies
    • 1.4k views
    • 
    • Lois Baker
    • November 21, 2017

50. 2014 filed in 2017

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