Form 5500

3,277 topics in this forum

1. Form 5500-sf filed one day late

   By thepensionmaven, April 1, 2021
   • 6 replies
   • 1.3k views
   • 
   • Bill Presson
   • April 1, 2021

2. Late Filing of 5558 Notice from IRS

   By AmyETPA, October 4, 2021
   • 6 replies
   • 2.2k views
   • 
   • mattmc82
   • December 13, 2021

3. Retroactive fidelity bond for large plan?

   By TPApril, March 29, 2024
   • 6 replies
   • 1.5k views
   • 
   • Peter Gulia
   • April 5, 2024

4. 5500-EZ Line 8 for Individual 401(k)

   By Guest lzk, July 13, 2010
   • 6 replies
   • 4k views
   • 
   • Bird
   • September 14, 2010

5. Form 5500 - Line 7h

   By Alex Daisy, June 10, 2009
   • 6 replies
   • 1.4k views
   • 
   • TPAMan
   • July 8, 2009

6. 2018 5500-EZ Lines 6a2, 7a, 9

   By BT, July 17, 2019
   • 6 replies
   • 1.2k views
   • 
   • BadgerDon
   • September 17, 2021

7. Schedule A

   By Alex Daisy, June 11, 2008
   • 6 replies
   • 2.7k views
   • 
   • jpod
   • July 8, 2008

8. Paid Preparer Information - Line 5

   By mwyatt, June 28, 2000
   • 6 replies
   • 2.6k views
   • 
   • SLuskin
   • July 14, 2000

9. Form 5500 appearance

   By bzorc, June 28, 2000
   • 6 replies
   • 2.6k views
   • 
   • Sue H
   • July 12, 2000

10. 5500s for New Plans

    By Guest erisafried, August 21, 2001
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2001

11. Receivable Contributions

    By RetirementRosie, May 10, 2017   

    • payroll date
    • effective date
    • (and 3 more)

      Tagged with:

      • payroll date
      • effective date
      • 5500
      • receivable
      • contribution
    • 6 replies
    • 2.7k views
    • 
    • Mike Preston
    • May 12, 2017

12. Extending by means of Automatic Extension

    By TPApril, September 2, 2022
    • 6 replies
    • 1k views
    • 
    • CuseFan
    • September 7, 2022

13. 5500 on Accrual Basis

    By Guest Tracy H, July 12, 2001
    • 6 replies
    • 7.6k views
    • 
    • Guest
    • August 19, 2001

14. Form 5500-SF for partners only plan

    By cpc0506, July 21, 2015
    • 6 replies
    • 1.1k views
    • 
    • chc93
    • July 21, 2015

15. welfare plans upon reaching 100

    By TPApril, May 30, 2012
    • 6 replies
    • 2.4k views
    • 
    • TPApril
    • January 11, 2016

16. receivable loan payments on schedule H

    By Rayofsunshine, August 9, 2023
    • 5 replies
    • 1.7k views
    • 
    • Paul I
    • August 11, 2023

17. 8955-SSA - No one for 2009

    By austin3515, September 6, 2011
    • 5 replies
    • 1.1k views
    • 
    • austin3515
    • September 6, 2011

18. Requirement to file 5500 with the state

    By PAL, May 20, 2010
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • May 21, 2010

19. Filing for 412(i) Plan

    By Guest pm01, October 11, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2004

20. Audit requirement for certain plans

    By Guest Mike Melnick, July 7, 2000
    • 5 replies
    • 2.9k views
    • 
    • JohnCheek
    • May 24, 2002

21. Extension on final 5500?

    By Guest dmcmanus, August 15, 2005
    • 5 replies
    • 3k views
    • 
    • No Name
    • August 16, 2005

22. 2022 5558 extensions

    By pmacduff, August 14, 2023
    • 5 replies
    • 877 views
    • 
    • pmacduff
    • August 15, 2023

23. Schedule H - Trust Information

    By austin3515, May 16, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 17, 2014

24. When is it too late for DFVC?

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

25. Paid Preparer Rules

    By austin3515, September 7, 2011
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • September 9, 2011

26. Form 5500 Audit

    By preErisa, October 12, 2010
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • October 13, 2010

27. SSA / FIRE Down

    By austin3515, January 7, 2016
    • 5 replies
    • 957 views
    • 
    • Tom Poje
    • January 22, 2016

28. Form 5500-EZ - paper

    By thepensionmaven, May 31, 2023
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • June 2, 2023

29. 5500 Payables - Daily Valued Plans??

    By Guest Charles G, September 22, 2000
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • October 7, 2000

30. Late penalty question

    By soosil, December 13, 2016
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • December 15, 2016

31. Sch H - Prohibited Transaction ? Tranfer of assets to corp., then pay benefits

    By Guest Partly Cloudy, October 5, 2003
    • 5 replies
    • 1.1k views
    • 
    • david rigby
    • October 7, 2003

32. "improved" audit questions

    By K2retire, August 18, 2016
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • August 19, 2016

33. Need copies of old (really old!) Form 5500EZ

    By David MacLennan, October 5, 2001
    • 5 replies
    • 2.2k views
    • 
    • Richard Anderson
    • October 8, 2001

34. Form 5500 Plan Characteristic Codes

    By jsmith1985, October 15, 2014
    • 5 replies
    • 3.6k views
    • 
    • jsmith1985
    • October 16, 2014

35. Correcting Sch I Item 3e-f

    By Guest SuzieQNEC, September 10, 2008
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • October 2, 2008

36. EBSA-VFCP Letter

    By JKW, December 7, 2017
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • April 12, 2019

37. Delinquent Form 8955-SSA

    By mming, January 7, 2021
    • 5 replies
    • 1.4k views
    • 
    • mming
    • January 12, 2021

38. filing 5500 with staggered benefit ann. dates

    By Guest morris, December 29, 2011
    • 5 replies
    • 1.1k views
    • 
    • Bill Presson
    • January 4, 2012

39. Wanted - 2000 Form 5500 for reproduction.

    By Guest marieshebuski, September 22, 2004
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

40. Late Filing of 5500-EZ

    By Guest scott34, June 16, 2009
    • 5 replies
    • 2.1k views
    • 
    • jpod
    • June 17, 2009

41. Profit sharing terminated, but $29 made its way back into account on 12/29/06

    By Guest JReality, January 31, 2007
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • February 1, 2007

42. file two 5500s or one for successor entity

    By thepensionmaven, August 31, 2000
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • September 8, 2000

43. North Carolina further extended to September 2025

    By SSRRS, April 30, 2025
    • 5 replies
    • 1.3k views
    • 
    • SSRRS
    • November 3, 2025

44. year 2000 form 5500ez on Web?

    By Guest eptcpa, January 21, 2004
    • 5 replies
    • 1.1k views
    • 
    • Theresa Lynn
    • January 21, 2004

45. Welfare plan - reversion to employer

    By Guest 5500, October 6, 2005
    • 5 replies
    • 2.4k views
    • 
    • JanetM
    • October 7, 2005

46. EFAST2

    By Guest notapensiongeek, May 25, 2010
    • 5 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • May 27, 2010

47. Form 8955 SSA

    By DPSRich, November 21, 2011
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • November 23, 2011

48. 2011 Form 8955 SSA Released

    By DPSRich, March 20, 2012
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 5, 2012

49. Size of filing

    By leighl, April 7, 2020
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • April 9, 2020

50. Schedule R

    By hunter001, June 17, 2009
    • 5 replies
    • 4.2k views
    • 
    • BG5150
    • October 7, 2009