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Form 5500

3,272 topics in this forum

  1. Receivable Contributions

    By RetirementRosie,   
    • 6 replies
    • 2.6k views

  2. FSA Plan Year Not Matching ERISA Plan Year

    By 5500Nerd,
    • 7 replies
    • 2.5k views

  3. Code 2A on Form 5500

    By jala,   
    • 2 replies
    • 2.7k views

  4. Form 5500 EZ

    By nancy,
    • 3 replies
    • 854 views

  5. Did anything about Schedule C change?

    By Peter Gulia,   
    • 2 replies
    • 768 views

  6. Delinquent for ten years in filing 5500sf

    By sadiegirl,
    • 6 replies
    • 1.8k views

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

    By Flyboyjohn,
    • 4 replies
    • 870 views

  8. Form 5500 (Welfare Plan) Policy Year Change

    By Inquisitive One,
    • 2 replies
    • 717 views

  9. Amend 5500 and Attach Audit for Prior Years?

    By jukeboy56,
    • 3 replies
    • 907 views

  10. File? yes or no poll question

    By WCC,
    • 23 replies
    • 1.4k views

  11. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey,
    • 6 replies
    • 2.4k views

  12. Form 5500 Compliance Questions Update

    By austin3515,
    • 16 replies
    • 1.6k views

  13. Form 5500 Sch H loans rolled into Plan

    By pmacduff,
    • 3 replies
    • 1k views

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

    By R. Butler,
    • 1 reply
    • 785 views

  15. Filing 5500 without accountant's opinion

    By Linda L,
    • 9 replies
    • 3.4k views

  16. Form 5500 never filed

    By nancy,
    • 12 replies
    • 2.1k views

  17. 5500-SF reconciliation w/prior year not reconciling

    By TPApril,
    • 13 replies
    • 1.8k views

  18. When is the SAR deadline?

    By leighl,
    • 3 replies
    • 1.3k views

  19. Late 5500 Filing

    By ndj2377,
    • 3 replies
    • 605 views

  20. Payment for delinquent filing of Form 5500-EZ

    By cathyw,
    • 0 replies
    • 432 views

  21. Converting Regular 401K To Solo 401K?

    By pone55,   
    • 23 replies
    • 4.7k views

  22. Enabling After-Tax Contributions to 401K

    By pone55,   
    • 21 replies
    • 7.8k views

  23. 5% Reportable Transactions in Defined Contribution Plans

    By pitkofsky,
    • 3 replies
    • 6.9k views

  24. Small Plan Audit Waiver

    By RDY2RTR,
    • 5 replies
    • 2k views

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

    By Peter Gulia,   
    • 9 replies
    • 1k views

  26. Late filing of Form 5500 and SAR

    By cpc0506,
    • 2 replies
    • 843 views

  27. Code 2K required for Safe Harbor Match?

    By BG5150,
    • 10 replies
    • 4k views

  28. Mistakenly Filed a Form 5558

    By soosil,
    • 7 replies
    • 1.2k views

  29. ADP TotalSource and 5500

    By thepensionmaven,
    • 1 reply
    • 2k views

  30. 5500-EZ for Affiliated Service Group member - Minimum to file

    By TPApril,
    • 6 replies
    • 1.7k views

  31. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky,
    • 0 replies
    • 1k views

  32. 5500 Schedule H - NRA and FATCA Withholding

    By pitkofsky,
    • 0 replies
    • 581 views

  33. Form 5500-EZ Questions

    By soosil,
    • 2 replies
    • 1.2k views

  34. 5500 Schedule H and Reporting of Options

    By pitkofsky,   
    • 0 replies
    • 1.1k views

  35. Late penalty question

    By soosil,
    • 5 replies
    • 989 views

  36. Due Date for SAR

    By Nancylee,   
    • 1 reply
    • 1.2k views

  37. short final plan year filing - extension

    By pmacduff,
    • 1 reply
    • 1.7k views

  38. IRS botches it yet again

    By Belgarath,
    • 5 replies
    • 1.3k views

  39. Incenting former employees to roll out to trim numbers

    By dmwe,
    • 15 replies
    • 1.4k views

  40. Reporting Brokerage Commissions on Schedule H

    By pitkofsky,
    • 1 reply
    • 1k views

  41. Dear IRS - Are you serious??

    By austin3515,
    • 6 replies
    • 1.3k views

  42. Schedule H and Conversion Balances

    By pitkofsky,
    • 4 replies
    • 1.1k views

  43. 5500 vs 5500-SF

    By thepensionmaven,
    • 4 replies
    • 3.5k views

  44. revised draft instruction 5500-EZ

    By Tom Poje,
    • 4 replies
    • 1.1k views

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

    By ombskid,
    • 5 replies
    • 2.3k views

  46. 15,000 Penalty for Late 5500

    By goldtpa,
    • 13 replies
    • 2.5k views

  47. Charges for printed copies of 5500 in SAR--how much?

    By BG5150,
    • 12 replies
    • 2.5k views

  48. 2016 Form 5500

    By Tom Poje,
    • 1 reply
    • 1.2k views

  49. Late Large filer Form 5500

    By cpc0506,
    • 6 replies
    • 1k views

  50. Reasonable Cause Letters

    By Lifer,
    • 1 reply
    • 881 views
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