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Form 5500

3,272 topics in this forum

  1. Do we need a Schedule B?

    By ERISAAPPLE,
    • 5 replies
    • 1.4k views

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

    By Bird,
    • 4 replies
    • 2k views

  3. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski,
    • 8 replies
    • 2k views

  4. 5500-EZ for owner and an excluded employee

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  5. Large plan audit not done by extension deadline

    By Lori H,
    • 11 replies
    • 3.4k views

  6. Filing Authorization and EIN

    By Belgarath,
    • 3 replies
    • 865 views

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

    By austin3515,
    • 9 replies
    • 3.3k views

  8. Profit Share Deduction

    By coleboy,
    • 3 replies
    • 889 views

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

    By 5500Nerd,   
    • 4 replies
    • 679 views

  10. 5500EZ

    By jeanh,
    • 18 replies
    • 3.9k views

  11. Need form 5500 for plan with no assets?

    By Louis,   
    • 2 replies
    • 1.5k views

  12. Final year of the plan?

    By Benbob13,
    • 2 replies
    • 813 views

  13. DFVC Filing - Overpayment of penalty

    By Trisports,   
    • 2 replies
    • 1.1k views

  14. Form 8955 Deliquent filing

    By Tom,
    • 2 replies
    • 958 views

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

    By Benbob13,
    • 3 replies
    • 2.3k views

  16. EBSA-VFCP Letter

    By JKW,
    • 5 replies
    • 1.6k views

  17. Audit Report Attached to 5500

    By Spencer,   
    • 2 replies
    • 1.1k views

  18. IRS late 5500 notice

    By Trisports,   
    • 7 replies
    • 1.9k views

  19. 2014 filed in 2017

    By ombskid,
    • 2 replies
    • 553 views

  20. Is the 2017 Form 5500 Available?

    By 5500Nerd,   
    • 2 replies
    • 969 views

  21. Form 945 and 945-V

    By thepensionmaven,
    • 1 reply
    • 829 views

  22. Duplicate Filings

    By austin3515,
    • 2 replies
    • 968 views

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

    By pmacduff,
    • 2 replies
    • 611 views

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

    By Peter Gulia,   
    • 5 replies
    • 852 views

  25. trade date vs payroll date

    By thepensionmaven,
    • 1 reply
    • 896 views

  26. Alternate Payee and Schedule SB

    By Calavera,
    • 4 replies
    • 2.6k views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views

  28. Schedule H - Line 4i(a)

    By AdKu,
    • 2 replies
    • 3k views

  29. 5500 form for TIAA-CREF plan

    By K2retire,
    • 6 replies
    • 2.1k views

  30. Form 5500-EZ Part III Question

    By Francis,   
    • 2 replies
    • 1.5k views

  31. 5500 / ERISA to Non-ERISA Plan

    By austin3515,
    • 6 replies
    • 1.3k views

  32. 8955-SSA deceased records

    By RSM103,   
    • 3 replies
    • 3.5k views

  33. Schedule H Listing of Plan Assets

    By Nancy D,   
    • 6 replies
    • 2.8k views

  34. Form 5330 Excise Tax for corrective distributions

    By 401_noob,   
    • 4 replies
    • 2.9k views

  35. 5500-EZ initial year filing

    By thepensionmaven,   
    • 2 replies
    • 665 views

  36. 5558 for plan to be filing DFVC

    By TPApril,
    • 4 replies
    • 1.5k views

  37. 5500 and extensions

    By Chippy,
    • 1 reply
    • 726 views

  38. Welfare plan merger @ eoy - how to file final 5500

    By TPApril,
    • 1 reply
    • 984 views

  39. 5500 Schedule C information not avaialble

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

  40. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc,
    • 16 replies
    • 3.7k views

  41. 8955-SSA Filing Software

    By WhatsESUP,   
    • 3 replies
    • 987 views

  42. Form 945 - Multiple Plan

    By Stash026,
    • 4 replies
    • 1.1k views

  43. How to report Hedge Fund on 5500 Sched H

    By ERISA1,   
    • 4 replies
    • 1.7k views

  44. 8955-SSA duplicate filing

    By wvbeachgirl,
    • 1 reply
    • 753 views

  45. Life insurance premium on 5500-SF

    By bcmom,   
    • 3 replies
    • 2.2k views

  46. One participant plan and Form 5500-SF

    By cpc0506,
    • 4 replies
    • 1.8k views

  47. Terminated Plan-All assets distributed, then check returned

    By RTB,
    • 10 replies
    • 2.6k views

  48. Counting participants when there's a prevailing wage contribution

    By Flyboyjohn,   
    • 2 replies
    • 993 views

  49. American Funds RKD Form 5500 Fees

    By TPA Bob,   
    • 1 reply
    • 1.1k views

  50. Operational errors found during initial audit

    By JJRetirement,   
    • 11 replies
    • 3.1k views
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