Form 5500

3,286 topics in this forum

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

   By Peter Gulia, October 24, 2017   

   • epcrs; vcp; auditor; independence; aicpa
   • 5 replies
   • 979 views
   • 
   • Bob the Swimmer
   • October 25, 2017

2. trade date vs payroll date

   By thepensionmaven, October 20, 2017
   • 1 reply
   • 983 views
   • 
   • ETA Consulting LLC
   • October 20, 2017

3. Alternate Payee and Schedule SB

   By Calavera, October 18, 2017
   • 4 replies
   • 2.8k views
   • 
   • Calavera
   • October 19, 2017

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

   By AlbanyConsultant, October 15, 2017
   • 7 replies
   • 1.4k views
   • 
   • chc93
   • October 18, 2017

5. Schedule H - Line 4i(a)

   By AdKu, October 5, 2017
   • 2 replies
   • 3.2k views
   • 
   • AdKu
   • October 5, 2017

6. 5500 form for TIAA-CREF plan

   By K2retire, October 4, 2017
   • 6 replies
   • 2.3k views
   • 
   • Tom Poje
   • October 5, 2017

7. Correcting Plan Number

   By Guest Sieve, August 29, 2011
   • 19 replies
   • 8.6k views
   • 
   • TPApril
   • October 3, 2017

8. Form 5500-EZ Part III Question

   By Francis, September 29, 2017   

   • 5500-ez
   • 2 replies
   • 1.7k views
   • 
   • Francis
   • September 29, 2017

9. 5500 / ERISA to Non-ERISA Plan

   By austin3515, September 23, 2017
   • 6 replies
   • 1.5k views
   • 
   • chc93
   • September 27, 2017

10. 8955-SSA deceased records

    By RSM103, September 20, 2017   

    • 8955-ssa
    • 3 replies
    • 3.8k views
    • 
    • My 2 cents
    • September 20, 2017

11. Form 5330 Excise Tax for corrective distributions

    By 401_noob, September 7, 2017   

    • 4979
    • excise
    • 4 replies
    • 3.2k views
    • 
    • RatherBeGolfing
    • September 7, 2017

12. 5500-EZ initial year filing

    By thepensionmaven, August 22, 2017   

    • initial 5500-ez
    • 2 replies
    • 740 views
    • 
    • RatherBeGolfing
    • August 22, 2017

13. 5500 Schedule C information not avaialble

    By Molly the cat, July 11, 2017   

    • 5500
    • 8 replies
    • 2.1k views
    • 
    • Molly the cat
    • August 15, 2017

14. Filing 5500 without Audit Report

    By austin3515, October 15, 2016
    • 17 replies
    • 8k views
    • 
    • RatherBeGolfing
    • July 31, 2017

15. 5558 for plan to be filing DFVC

    By TPApril, July 28, 2017
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 29, 2017

16. 5500 and extensions

    By Chippy, July 27, 2017
    • 1 reply
    • 791 views
    • 
    • RatherBeGolfing
    • July 27, 2017

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

    By TPApril, July 17, 2017
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • July 17, 2017

18. Check on a Form 5500-EZ

    By emmetttrudy, December 9, 2015
    • 3 replies
    • 6.7k views
    • 
    • NJ Mike
    • July 11, 2017

19. How to report Hedge Fund on 5500 Sched H

    By ERISA1, June 22, 2017   

    • 5500
    • schedule h
    • (and 1 more)

      Tagged with:

      • 5500
      • schedule h
      • hedge fund
    • 4 replies
    • 1.9k views
    • 
    • BeckyMiller
    • July 11, 2017

20. 8955-SSA Filing Software

    By WhatsESUP, July 7, 2017   

    • 8955
    • ssa
    • (and 1 more)

      Tagged with:

      • 8955
      • ssa
      • software
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • July 10, 2017

21. Schedule 5500 line 4j reportable transactions

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 8.7k views
    • 
    • austin3515
    • July 6, 2017

22. Form 945 - Multiple Plan

    By Stash026, June 28, 2017
    • 4 replies
    • 1.2k views
    • 
    • Earl
    • June 29, 2017

23. 8955-SSA duplicate filing

    By wvbeachgirl, June 19, 2017
    • 1 reply
    • 837 views
    • 
    • chc93
    • June 19, 2017

24. Life insurance premium on 5500-SF

    By bcmom, June 15, 2017   

    • insurance premiums
    • 5500-sf
    • 3 replies
    • 2.5k views
    • 
    • Bird
    • June 15, 2017

25. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 3k views
    • 
    • austin3515
    • June 4, 2017

26. Audit or no audit in initial year

    By legort69, June 9, 2016   

    • large plan 5500 count
    • 17 replies
    • 5.9k views
    • 
    • TPApril
    • June 2, 2017

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

    By RTB, May 25, 2017
    • 10 replies
    • 3k views
    • 
    • jpod
    • May 31, 2017

28. Operational errors found during initial audit

    By JJRetirement, May 22, 2017   

    • 80/120 rule
    • late deferrals
    • (and 3 more)

      Tagged with:

      • 80/120 rule
      • late deferrals
      • epcrs
      • independent audit
      • 403(b)
    • 11 replies
    • 3.6k views
    • 
    • chc93
    • May 25, 2017

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

    By Flyboyjohn, May 25, 2017   

    • 5500
    • plan audits
    • (and 1 more)

      Tagged with:

      • 5500
      • plan audits
      • prevailing wage
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 25, 2017

30. Amend 5500 and Attach Audit for Prior Years?

    By jukeboy56, April 10, 2017
    • 3 replies
    • 998 views
    • 
    • WillSanDiego CPA
    • May 24, 2017

31. 5500 Inquiry - 9 years later

    By LMOC, April 26, 2016
    • 25 replies
    • 4.5k views
    • 
    • Mike Preston
    • May 24, 2017

32. American Funds RKD Form 5500 Fees

    By TPA Bob, May 23, 2017   

    • american funds
    • fees
    • (and 1 more)

      Tagged with:

      • american funds
      • fees
      • form 5500
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • May 23, 2017

33. 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
    • 2.8k views
    • 
    • Mike Preston
    • May 12, 2017

34. FSA Plan Year Not Matching ERISA Plan Year

    By 5500Nerd, May 5, 2017
    • 7 replies
    • 3k views
    • 
    • jpod
    • May 10, 2017

35. Code 2A on Form 5500

    By jala, May 1, 2017   

    • code 2a
    • 2 replies
    • 3k views
    • 
    • CuseFan
    • May 1, 2017

36. Form 5500 EZ

    By nancy, April 27, 2017
    • 3 replies
    • 948 views
    • 
    • Buffys Redrum
    • April 28, 2017

37. Did anything about Schedule C change?

    By Peter Gulia, April 24, 2017   

    • form 5500; schedule c; instructions; disclosure
    • 2 replies
    • 837 views
    • 
    • chc93
    • April 25, 2017

38. Form 5500 Compliance Questions Update

    By austin3515, April 2, 2017
    • 16 replies
    • 1.8k views
    • 
    • My 2 cents
    • April 25, 2017

39. Extended due date for 6/30/16 YE 5500

    By Flyboyjohn, April 14, 2017
    • 4 replies
    • 975 views
    • 
    • My 2 cents
    • April 18, 2017

40. Delinquent for ten years in filing 5500sf

    By sadiegirl, April 15, 2017
    • 6 replies
    • 2k views
    • 
    • BG5150
    • April 17, 2017

41. Form 5500 (Welfare Plan) Policy Year Change

    By Inquisitive One, April 11, 2017
    • 2 replies
    • 783 views
    • 
    • Inquisitive One
    • April 11, 2017

42. File? yes or no poll question

    By WCC, April 6, 2017
    • 23 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 7, 2017

43. Form 5500 Sch H loans rolled into Plan

    By pmacduff, March 28, 2017
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • March 29, 2017

44. H&W plan's Form 5500 filing requirement when number of employees drops below 100

    By R. Butler, March 28, 2017
    • 1 reply
    • 880 views
    • 
    • Flyboyjohn
    • March 28, 2017

45. Filing 5500 without accountant's opinion

    By Linda L, March 24, 2017
    • 9 replies
    • 3.6k views
    • 
    • Lou S.
    • March 27, 2017

46. Form 5500 never filed

    By nancy, March 23, 2017
    • 12 replies
    • 2.5k views
    • 
    • benconsulting
    • March 25, 2017

47. 5500-SF reconciliation w/prior year not reconciling

    By TPApril, March 21, 2017
    • 13 replies
    • 2.1k views
    • 
    • TPApril
    • March 25, 2017

48. Late filing of Form 5500 and SAR

    By cpc0506, January 27, 2017
    • 2 replies
    • 914 views
    • 
    • TPApril
    • March 21, 2017

49. Code 2K required for Safe Harbor Match?

    By BG5150, January 16, 2017
    • 10 replies
    • 4.5k views
    • 
    • CTipper
    • March 12, 2017

50. ha ha ha. plan now. the 2016 forms aren't due until 11/15/2017

    By Tom Poje, September 16, 2015
    • 14 replies
    • 2.3k views
    • 
    • TPApril
    • March 11, 2017