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Form 5500

3,284 topics in this forum

  1. Form 5500 Schedule H and Audit Financials - VEBA

    By vanders2240,   
    • 1 reply
    • 1.3k views

  2. SAR Not Required for Unfunded Plan?

    By 5500Nerd,   
    • 2 replies
    • 977 views

  3. Wrong EIN on 5500

    By Tinman,
    • 3 replies
    • 1.6k views

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

    By BG5150,
    • 2 replies
    • 559 views

  5. Actuarial Valuation

    By ERISAAPPLE,
    • 5 replies
    • 1.5k views

  6. Intranet posting of 5500 Information

    By Gilmore,
    • 12 replies
    • 3.6k views

  7. Form 5500 sole proprietor with PT employee

    By thepensionmaven,
    • 3 replies
    • 722 views

  8. 5500sf - do you count 0% vested?

    By jmartin,
    • 6 replies
    • 2.2k views

  9. To Schedule C or not to Schedule C

    By Pammie57,
    • 3 replies
    • 969 views

  10. Final 5500 - Citation?

    By ERISAAPPLE,
    • 5 replies
    • 862 views

  11. Docusign?

    By austin3515,
    • 30 replies
    • 8.4k views

  12. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4,
    • 3 replies
    • 1.6k views

  13. welfare benefit self funded assets of employer

    By jeanh,
    • 4 replies
    • 942 views

  14. Stop Loss Paid by Employees

    By 5500Nerd,   
    • 5 replies
    • 2k views

  15. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd,
    • 2 replies
    • 813 views

  16. Need to file short plan year 2018 5500

    By ESOP Guy,
    • 2 replies
    • 1.5k views

  17. Incorporation of Sponsor

    By thepensionmaven,
    • 3 replies
    • 655 views

  18. Plan Characteristic Code 2A

    By 401_noob,   
    • 5 replies
    • 2.1k views

  19. Filing under Delinquent Filers VCP

    By Chippy,
    • 3 replies
    • 712 views

  20. Fiduciary Liability for signing Form 5500

    By Below Ground,
    • 15 replies
    • 5.3k views

  21. 5500 Participant _ residual balance

    By legort69,   
    • 1 reply
    • 764 views

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

    By AlbanyConsultant,
    • 8 replies
    • 3.5k views

  23. Insured Welfare Plan - Final Return

    By EBECatty,
    • 2 replies
    • 880 views

  24. Possible prohibited transaction

    By smokin,   
    • 5 replies
    • 1.2k views

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

    By JMH ERISA,   
    • 2 replies
    • 1.3k views

  26. 5500 Attachment Upload Error

    By WhatsESUP,   
    • 2 replies
    • 890 views

  27. Do we need a Schedule B?

    By ERISAAPPLE,
    • 5 replies
    • 1.5k views

  28. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski,
    • 8 replies
    • 2.3k views

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

    By Bird,
    • 4 replies
    • 2.1k views

  30. 5500-EZ for owner and an excluded employee

    By thepensionmaven,
    • 6 replies
    • 1.3k views

  31. Large plan audit not done by extension deadline

    By Lori H,
    • 11 replies
    • 3.6k views

  32. Filing Authorization and EIN

    By Belgarath,
    • 3 replies
    • 950 views

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

    By austin3515,
    • 9 replies
    • 3.5k views

  34. Profit Share Deduction

    By coleboy,
    • 3 replies
    • 986 views

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

    By 5500Nerd,   
    • 4 replies
    • 799 views

  36. 5500EZ

    By jeanh,
    • 18 replies
    • 4.5k views

  37. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc,
    • 16 replies
    • 4k views

  38. Final year of the plan?

    By Benbob13,
    • 2 replies
    • 904 views

  39. Need form 5500 for plan with no assets?

    By Louis,   
    • 2 replies
    • 1.7k views

  40. Form 8955 Deliquent filing

    By Tom,
    • 2 replies
    • 1.1k views

  41. DFVC Filing - Overpayment of penalty

    By Trisports,   
    • 2 replies
    • 1.1k views

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

    By Benbob13,
    • 3 replies
    • 2.5k views

  43. Audit Report Attached to 5500

    By Spencer,   
    • 2 replies
    • 1.3k views

  44. Is the 2017 Form 5500 Available?

    By 5500Nerd,   
    • 2 replies
    • 1.1k views

  45. 2014 filed in 2017

    By ombskid,
    • 2 replies
    • 624 views

  46. Form 945 and 945-V

    By thepensionmaven,
    • 1 reply
    • 913 views

  47. Duplicate Filings

    By austin3515,
    • 2 replies
    • 1.1k views

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

    By pmacduff,
    • 2 replies
    • 672 views

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

    By Peter Gulia,   
    • 5 replies
    • 954 views

  50. trade date vs payroll date

    By thepensionmaven,
    • 1 reply
    • 963 views
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