Form 5500

3,272 topics in this forum

1. Welfare plan - reversion to employer

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

2. 2005 Form 5500

   By Archimage, July 25, 2005
   • 7 replies
   • 2.4k views
   • 
   • Archimage
   • July 26, 2005

3. No Schedule A?

   By jkharvey, October 5, 2007
   • 3 replies
   • 2.4k views
   • 
   • jkharvey
   • October 5, 2007

4. Summ Ann Report

   By austin3515, April 18, 2019
   • 10 replies
   • 2.4k views
   • 
   • BG5150
   • April 25, 2019

5. Fraud and Dishonesty

   By rblum50, December 21, 2011
   • 7 replies
   • 2.4k views
   • 
   • ESOP Guy
   • December 22, 2011

6. Plan Characteristic Codes

   By doombuggy, September 2, 2010
   • 1 reply
   • 2.4k views
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   • TPAMan
   • September 2, 2010

7. terminated plan

   By pmacduff, July 1, 2008
   • 4 replies
   • 2.4k views
   • 
   • pmacduff
   • July 2, 2008

8. Amending 5500 for incorrect EIN

   By KateSmithPA, February 4, 2005
   • 2 replies
   • 2.4k views
   • 
   • WDIK
   • February 4, 2005

9. 5500SF

   By HarleyBabe, March 19, 2010
   • 8 replies
   • 2.4k views
   • 
   • HarleyBabe
   • March 22, 2010

10. 401K Trust Statement

    By Guest Form5500, November 3, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • November 4, 2010

11. 5500 Reporting when plan contract year changes

    By Guest dragonflier, June 14, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • June 15, 2004

12. Sole-P did not file 5558 for 2006 - Options?

    By Bruddah Kimo, August 10, 2007
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 2007

13. Change to Co. Name/Plan Name/EIN mid-year

    By Guest jusducki, May 9, 2005
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 10, 2005

14. Schedule I, Line 4a attachment for late contributions

    By Guest vqualplan, May 16, 2005
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • May 16, 2005

15. SAR

    By SLuskin, May 4, 2000
    • 1 reply
    • 2.4k views
    • 
    • pjkoehler
    • May 4, 2000

16. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.4k views
    • 
    • thepensionmaven
    • October 15, 2020

17. Schedule of Assets Held for Investment Purposes

    By Guest moltengater, August 21, 2006
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 31, 2006

18. Does a plan sponsor have an affirmative legal obligation to correct a mistake a previously filed Form 5500

    By Pxhesq, October 14, 2019
    • 4 replies
    • 2.4k views
    • 
    • Anonymous6512
    • October 17, 2019

19. Group annuity contracts

    By R. Butler, July 7, 2010
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • July 8, 2010

20. Forgot to file 5500-EZ for solo 401k plan!

    By Francis, October 10, 2015
    • 3 replies
    • 2.4k views
    • 
    • Jim Chad
    • October 28, 2015

21. Can a Plan's Tax ID be found on the internet?

    By RayJJohnsonJr, October 6, 2021
    • 12 replies
    • 2.4k views
    • 
    • Bruce1
    • March 5

22. Loan fees and Schedule C

    By dmwe, September 2, 2009
    • 2 replies
    • 2.4k views
    • 
    • dmwe
    • September 28, 2009

23. Welfare Plan Codes

    By Guest ANNEBV, July 9, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • July 10, 2001

24. SARs - Fees for copying

    By Guest Julie Silverstein, August 24, 2000
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • September 5, 2000

25. Archive Link

    By Guest Robin Hopkins, June 28, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • July 10, 2000

26. Late 5500 - IRS and DOL penalties

    By t.haley, July 3, 2012
    • 1 reply
    • 2.3k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

27. 5500 with audited report

    By pbarrett, April 28, 2000
    • 1 reply
    • 2.3k views
    • 
    • bzorc
    • April 28, 2000

28. 5500 IRS v DOL

    By ombskid, November 21, 2010
    • 6 replies
    • 2.3k views
    • 
    • ombskid
    • December 8, 2010

29. Plan term'd, paid out, SB needed?

    By ombskid, November 1, 2016
    • 5 replies
    • 2.3k views
    • 
    • ombskid
    • November 2, 2016

30. Lost Earnings is tiny, can it be skipped

    By TPApril, December 22, 2012
    • 4 replies
    • 2.3k views
    • 
    • TPApril
    • December 26, 2012

31. The IRS Never Ceases to Amaze

    By WDIK, August 2, 2010
    • 11 replies
    • 2.3k views
    • 
    • mbozek
    • September 10, 2010

32. Requirements for a Gov't Entity -- Welfare Benefit Plan

    By Archimage, October 18, 2013
    • 3 replies
    • 2.3k views
    • 
    • Everett Moreland
    • October 21, 2013

33. SF or EZ

    By ombskid, October 1, 2010
    • 7 replies
    • 2.3k views
    • 
    • mwyatt
    • September 16, 2011

34. Send out SAR before e-signing? (!)

    By BG5150, July 9, 2012
    • 6 replies
    • 2.3k views
    • 
    • Andy the Actuary
    • July 12, 2012

35. Elective Deferral Contribution Made by an Ineligible Employee

    By Guest AJM 34, September 4, 2007
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 4, 2007

36. Attach Draft of Auditor's Report to 5500 Filing

    By NJ Mike, October 6, 2015
    • 15 replies
    • 2.3k views
    • 
    • BG5150
    • October 14, 2015

37. When is my form 1999 5500 due? Must I file for an extension past 7/31/

    By Guest L, July 9, 2000
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • July 10, 2000

38. Form 5500 Line 5

    By JButtrick, June 16, 2004
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • June 16, 2004

39. Small Plan Audit for Non-Qualified Assets

    By dmb, May 29, 2003
    • 1 reply
    • 2.3k views
    • 
    • Theresa Lynn
    • May 29, 2003

40. Market to market asset valuations

    By Guest death and taxes, June 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Kristina
    • June 11, 2001

41. plan termination, 12/31, and audit -

    By Guest DonJones, May 7, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 9, 2008

42. Trapped between a Schedule C requirement and final 408(b)(2) regs?

    By ERISAatty, June 8, 2012
    • 3 replies
    • 2.3k views
    • 
    • jpod
    • June 26, 2012

43. SAR via email?

    By doombuggy, May 24, 2012
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • May 25, 2012

44. Pension Feature codes, Form 5500

    By Guest jusducki, June 2, 2004
    • 3 replies
    • 2.3k views
    • 
    • JanetM
    • June 2, 2004

45. Possible to get 5500 late fees waived for final filing?

    By TPApril, May 4, 2016   

    • Welfare Plan filing
    • 9 replies
    • 2.3k views
    • 
    • jpod
    • May 6, 2016

46. Amending 5500-Schedules

    By Guest CHRISTA, October 10, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 10, 2002

47. Assets Held for Investment Purpose

    By bzorc, September 10, 2009
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 29, 2009

48. bonding requirements

    By Guest carsonv, April 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • May 2, 2003

49. 5500 is overdue - final notice - CP-406

    By tymesup, April 18, 2016
    • 19 replies
    • 2.3k views
    • 
    • My 2 cents
    • July 22, 2016

50. Control Group Defined

    By Guest SuperRob, April 16, 2008
    • 2 replies
    • 2.3k views
    • 
    • maverick
    • April 16, 2008