Form 5500

3,272 topics in this forum

1. 5558 for plan to be filing DFVC

   By TPApril, July 28, 2017
   • 4 replies
   • 1.5k views
   • 
   • RatherBeGolfing
   • July 29, 2017

2. 5500 and extensions

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

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

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

4. Check on a Form 5500-EZ

   By emmetttrudy, December 9, 2015
   • 3 replies
   • 6.2k views
   • 
   • NJ Mike
   • July 11, 2017

5. 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
   • 1.7k views
   • 
   • BeckyMiller
   • July 11, 2017

6. 8955-SSA Filing Software

   By WhatsESUP, July 7, 2017   

   • 8955
   • ssa
   • (and 1 more)

     Tagged with:

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

7. Schedule 5500 line 4j reportable transactions

   By Guest Kriso, October 14, 2003
   • 5 replies
   • 8.5k views
   • 
   • austin3515
   • July 6, 2017

8. Form 945 - Multiple Plan

   By Stash026, June 28, 2017
   • 4 replies
   • 1.1k views
   • 
   • Earl
   • June 29, 2017

9. 8955-SSA duplicate filing

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

10. Life insurance premium on 5500-SF

    By bcmom, June 15, 2017   

    • insurance premiums
    • 5500-sf
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • June 15, 2017

11. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 2.8k views
    • 
    • austin3515
    • June 4, 2017

12. Audit or no audit in initial year

    By legort69, June 9, 2016   

    • large plan 5500 count
    • 17 replies
    • 5.7k views
    • 
    • TPApril
    • June 2, 2017

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

    By RTB, May 25, 2017
    • 10 replies
    • 2.6k views
    • 
    • jpod
    • May 31, 2017

14. 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
    • 3.1k views
    • 
    • chc93
    • May 25, 2017

15. 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
    • 993 views
    • 
    • Peter Gulia
    • May 25, 2017

16. Amend 5500 and Attach Audit for Prior Years?

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

17. 5500 Inquiry - 9 years later

    By LMOC, April 26, 2016
    • 25 replies
    • 4.1k views
    • 
    • Mike Preston
    • May 24, 2017

18. 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
    • 1.1k views
    • 
    • Bird
    • May 23, 2017

19. 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
    • 2.6k views
    • 
    • Mike Preston
    • May 12, 2017

20. FSA Plan Year Not Matching ERISA Plan Year

    By 5500Nerd, May 5, 2017
    • 7 replies
    • 2.5k views
    • 
    • jpod
    • May 10, 2017

21. Code 2A on Form 5500

    By jala, May 1, 2017   

    • code 2a
    • 2 replies
    • 2.7k views
    • 
    • CuseFan
    • May 1, 2017

22. Form 5500 EZ

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

23. Did anything about Schedule C change?

    By Peter Gulia, April 24, 2017   

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

24. Form 5500 Compliance Questions Update

    By austin3515, April 2, 2017
    • 16 replies
    • 1.6k views
    • 
    • My 2 cents
    • April 25, 2017

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

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

26. Delinquent for ten years in filing 5500sf

    By sadiegirl, April 15, 2017
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • April 17, 2017

27. Form 5500 (Welfare Plan) Policy Year Change

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

28. File? yes or no poll question

    By WCC, April 6, 2017
    • 23 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 7, 2017

29. Form 5500 Sch H loans rolled into Plan

    By pmacduff, March 28, 2017
    • 3 replies
    • 1k views
    • 
    • pmacduff
    • March 29, 2017

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

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

31. Filing 5500 without accountant's opinion

    By Linda L, March 24, 2017
    • 9 replies
    • 3.4k views
    • 
    • Lou S.
    • March 27, 2017

32. Form 5500 never filed

    By nancy, March 23, 2017
    • 12 replies
    • 2.1k views
    • 
    • benconsulting
    • March 25, 2017

33. 5500-SF reconciliation w/prior year not reconciling

    By TPApril, March 21, 2017
    • 13 replies
    • 1.8k views
    • 
    • TPApril
    • March 25, 2017

34. Late filing of Form 5500 and SAR

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

35. Code 2K required for Safe Harbor Match?

    By BG5150, January 16, 2017
    • 10 replies
    • 4k views
    • 
    • CTipper
    • March 12, 2017

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

    By Tom Poje, September 16, 2015
    • 14 replies
    • 2.1k views
    • 
    • TPApril
    • March 11, 2017

37. When is the SAR deadline?

    By leighl, March 7, 2017
    • 3 replies
    • 1.3k views
    • 
    • leighl
    • March 9, 2017

38. Small Plan Audit Waiver

    By RDY2RTR, January 30, 2017
    • 5 replies
    • 2k views
    • 
    • RatherBeGolfing
    • February 28, 2017

39. Converting Regular 401K To Solo 401K?

    By pone55, February 19, 2017   

    • solo401k
    • 23 replies
    • 4.7k views
    • 
    • K2retire
    • February 23, 2017

40. Late 5500 Filing

    By ndj2377, February 22, 2017
    • 3 replies
    • 605 views
    • 
    • ndj2377
    • February 22, 2017

41. Payment for delinquent filing of Form 5500-EZ

    By cathyw, February 21, 2017
    • 0 replies
    • 432 views
    • 
    • cathyw
    • February 21, 2017

42. Enabling After-Tax Contributions to 401K

    By pone55, February 12, 2017   

    • roth
    • roth401k
    • (and 1 more)

      Tagged with:

      • roth
      • roth401k
      • after-tax
    • 21 replies
    • 7.8k views
    • 
    • Bill Presson
    • February 19, 2017

43. 5% Reportable Transactions in Defined Contribution Plans

    By pitkofsky, February 3, 2017
    • 3 replies
    • 6.9k views
    • 
    • My 2 cents
    • February 3, 2017

44. How does a small plan filer upload a .pdf attachment of financial statements?

    By Peter Gulia, January 30, 2017   

    • form 5500; schedule i; attachment; efast2
    • 9 replies
    • 1k views
    • 
    • Peter Gulia
    • January 31, 2017

45. Form 5500-EZ for Partners Plan

    By Doghouse, January 18, 2016
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 25, 2017

46. 5500-EZ for Affiliated Service Group member - Minimum to file

    By TPApril, December 30, 2016
    • 6 replies
    • 1.7k views
    • 
    • TPApril
    • January 12, 2017

47. Mistakenly Filed a Form 5558

    By soosil, January 10, 2017
    • 7 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 10, 2017

48. Older 5500 EZ instructions

    By Belgarath, March 23, 2016
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 5, 2017

49. ADP TotalSource and 5500

    By thepensionmaven, January 4, 2017
    • 1 reply
    • 2k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

50. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky, December 30, 2016
    • 0 replies
    • 1k views
    • 
    • pitkofsky
    • December 30, 2016