Form 5500

3,277 topics in this forum

1. Accrued loan interest on schedule of assets held?

   By Guest Carolyn Barnard, September 10, 2011
   • 5 replies
   • 3.9k views
   • 
   • TPApril
   • April 25, 2012

2. Form 5500 - Terminating Solo 401(k)

   By Vlad401k, April 15, 2024
   • 5 replies
   • 1.2k views
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   • ratherbereading
   • April 16, 2024

3. Multiple Employer Plan

   By RCK, January 12, 2005
   • 5 replies
   • 1.7k views
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   • GBurns
   • January 23, 2005

4. IRS Issues Penatly Notice for Late 5500 - If Plan Participates in DFVC, Is IRS Penalty Abated?

   By Guest rocnrols2, March 25, 2004
   • 5 replies
   • 2.4k views
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   • Earl
   • June 3, 2005

5. When will the new version of Relius Govt. Forms be released?

   By stephen, January 5, 2007
   • 5 replies
   • 1.7k views
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   • Stevo-PDX
   • January 23, 2007

6. Further Extension for Affected Areas?

   By Guest J_Cira_70, September 14, 2001
   • 5 replies
   • 1.8k views
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   • Kristina
   • September 18, 2001

7. Terminated Plan - Account's Opinion

   By Guest cands2002, July 14, 2014   

   • large plan
   • 5 replies
   • 1.5k views
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   • Peter Gulia
   • July 15, 2014

8. The Strange Saga of Schedule H

   By Lori Friedman, October 6, 2005
   • 5 replies
   • 4k views
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   • Guest
   • October 10, 2005

9. Schedule of Assets Held - Column (a)

   By Guest PHorn, June 25, 2001
   • 5 replies
   • 3.3k views
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   • Guest
   • August 28, 2001

10. Possible prohibited transaction

    By smokin, March 31, 2018   

    • form 5500
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 2, 2018

11. Schedule SSA for 2004

    By Guest RayBerry, May 2, 2005
    • 5 replies
    • 1.6k views
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    • AndyH
    • May 4, 2005

12. LLC 5500EZ?

    By SSRRS, December 19, 2021
    • 5 replies
    • 996 views
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    • SSRRS
    • January 10, 2022

13. 412 contribution - DB plans

    By Guest meggie, September 14, 2001
    • 5 replies
    • 2k views
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    • Kristina
    • September 17, 2001

14. Is it late?

    By MarZDoates, October 20, 2014
    • 5 replies
    • 2.5k views
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    • chc93
    • October 21, 2014

15. Actuarial Valuation

    By ERISAAPPLE, July 16, 2018
    • 5 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • July 18, 2018

16. DFVCP or Reasonable cause letter?

    By PAL, December 22, 2008
    • 5 replies
    • 2.5k views
    • 
    • K2retire
    • December 29, 2008

17. Corporate Audit versus Plan Audit

    By RCK, January 21, 2004
    • 5 replies
    • 2.3k views
    • 
    • BeckyMiller
    • February 13, 2004

18. Late employee contributions question

    By Guest LVanSteeter, August 18, 2005
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 19, 2005

19. Terminated DB Plan

    By Guest mo again, September 26, 2000
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • October 6, 2000

20. What are Form 5500’s fiduciary-responsibility questions?

    By Peter Gulia, October 24, 2025
    • 5 replies
    • 833 views
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    • Paul I
    • November 3, 2025

21. Are new forfeitures reported as "other income" on Schedule H part II line 2c?

    By Micks, October 24, 2023
    • 5 replies
    • 1.4k views
    • 
    • Micks
    • November 1, 2023

22. IFILE Acknowledgement ID

    By austin3515, October 15, 2010
    • 5 replies
    • 1.6k views
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    • austin3515
    • October 17, 2010

23. 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
    • 873 views
    • 
    • Bob the Swimmer
    • October 25, 2017

24. Form 945 for 2020

    By thepensionmaven, January 13, 2021
    • 5 replies
    • 1.2k views
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    • ESOPMomma
    • January 14, 2021

25. Please Help Me-5500

    By stephen20, July 24, 2020
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 27, 2020

26. Reporting Corrective Distributions

    By pmacduff, June 5, 2003
    • 5 replies
    • 4.1k views
    • 
    • Jim Chad
    • April 3, 2008

27. EFILING SSA

    By Rai401k, July 26, 2012
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • August 14, 2012

28. 1099-1096

    By thepensionmaven, April 30, 2022
    • 5 replies
    • 776 views
    • 
    • Dare Johnson
    • May 4, 2022

29. No EZ to SF to EZ

    By austin3515, September 14, 2011
    • 5 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 15, 2011

30. 10h of Form 5500-SF

    By Dinosaur, February 15, 2011
    • 5 replies
    • 2.1k views
    • 
    • Dinosaur
    • February 16, 2011

31. 5500EZ or 5500SF?

    By Guest jusducki, July 6, 2011
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • September 26, 2012

32. Copy of ERISA Bond required again for '03 filings?

    By Guest jusducki, December 10, 2003
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • December 11, 2003

33. DFVC and Form 5500 EZ

    By Guest jigpsu100, October 10, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 10, 2005

34. Multiple employer PS/401(k)

    By Effen, November 13, 2007
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 14, 2007

35. What should be done if Schedule P received from the trustee does not i

    By John A, August 9, 2000
    • 5 replies
    • 2k views
    • 
    • richard
    • August 27, 2000

36. Switching from Form 5500 to 5500EZ

    By Richard Anderson, September 21, 2010
    • 5 replies
    • 3.4k views
    • 
    • Bird
    • September 22, 2010

37. Cash Value of Insurance on 5500

    By KateSmithPA, January 15, 2003
    • 5 replies
    • 4.3k views
    • 
    • could be me maybe not
    • October 11, 2005

38. Retrieve old 5500 from IRS/DOL

    By ombskid, June 19, 2007
    • 5 replies
    • 5.3k views
    • 
    • ombskid
    • June 20, 2007

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

    By ombskid, November 1, 2016
    • 5 replies
    • 2.4k views
    • 
    • ombskid
    • November 2, 2016

40. Book ADP refund as liability?

    By BG5150, September 25, 2020
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 2, 2020

41. Schedule R

    By Guest Bearlee, January 25, 2008
    • 5 replies
    • 1.6k views
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    • WDIK
    • February 25, 2008

42. Stop Loss Paid by Employees

    By 5500Nerd, May 24, 2018   

    • stop loss
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 25, 2018

43. Relius WebClient

    By ACox, July 23, 2010
    • 5 replies
    • 2.6k views
    • 
    • HarleyBabe
    • August 5, 2010

44. Unusual Processing Delay?

    By Andy the Actuary, September 10, 2014
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • September 10, 2014

45. Relius & Windows 7

    By Effen, March 8, 2010
    • 5 replies
    • 1.6k views
    • 
    • mwyatt
    • March 15, 2010

46. 5500 filed under wrong plan number

    By Belgarath, May 30, 2014
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 2014

47. Husband /Wife 5500EZs

    By Draper55, April 12, 2019
    • 5 replies
    • 558 views
    • 
    • justanotheradmin
    • April 12, 2019

48. assets of company sold

    By thepensionmaven, April 15, 2020
    • 5 replies
    • 929 views
    • 
    • Bill Presson
    • April 22, 2020

49. TPA (me) Did Not File 5500 2019 w/ Special Extension (Hurricane Sally)

    By RestAssured, October 27, 2021
    • 5 replies
    • 641 views
    • 
    • ESOP Guy
    • October 28, 2021

50. EFAST filings

    By pmacduff, November 15, 2007
    • 5 replies
    • 1.9k views
    • 
    • pmacduff
    • June 23, 2009