Form 5500

3,272 topics in this forum

1. Are 5500's public info?

   By Guest KGibson, January 12, 2001
   • 5 replies
   • 9.2k views
   • 
   • RCK
   • January 12, 2001

2. Are eligible employees not just participating employees to be counted per 2021 Form 5500 Instructions for Welfare Benefit plans.

   By Scott A. Davis, April 16, 2022
   • 0 replies
   • 434 views
   • 
   • Scott A. Davis
   • April 16, 2022

3. Are filed 5500 forms public information that anyone can obtain ?

   By Guest Moe Howard2, September 30, 2004
   • 7 replies
   • 17.5k views
   • 
   • Lame Duck
   • October 1, 2004

4. Are Health Advocacy-type benefits to be in 5500s?

   By 5500Nerd, January 25, 2018   

   • health advocacy
   • 5500
   • 4 replies
   • 679 views
   • 
   • Madison71
   • January 26, 2018

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

   By Micks, October 24, 2023
   • 5 replies
   • 1.3k views
   • 
   • Micks
   • November 1, 2023

6. Are these qualifying assets?

   By Guest MeToo, January 11, 2003
   • 11 replies
   • 3k views
   • 
   • Guest
   • January 16, 2003

7. Are these small welfare plans?

   By sloble@crowleyfleck.com, August 22, 2004
   • 0 replies
   • 1.2k views
   • 
   • sloble@crowleyfleck.com
   • August 22, 2004

8. Are unallocated shares within a leveraged ESOP considered plan assets?

   By Guest KTigges, November 16, 2001
   • 2 replies
   • 2.2k views
   • 
   • Disco Stu
   • November 20, 2001

9. ASC 820 Disclosures

   By Tinman, September 5, 2013
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • September 5, 2013

10. ASPPA ASAP re PTINS for 5500 "preparers"

    By Belgarath, August 11, 2010
    • 36 replies
    • 7.3k views
    • 
    • goldtpa
    • November 17, 2010

11. Assets Held for Investment Purpose

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

12. assets of company sold

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

13. association used to sponsor welfare plan - who is responsible for missed 5500s

    By TPApril, September 7, 2013
    • 0 replies
    • 851 views
    • 
    • TPApril
    • September 7, 2013

14. Attach auditor's opinion or entire audit report?

    By Flyboyjohn, March 14, 2013
    • 4 replies
    • 5.3k views
    • 
    • Guest
    • June 3, 2013

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

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

16. Attachment For Late Deferrals

    By blue, May 26, 2010
    • 0 replies
    • 943 views
    • 
    • blue
    • May 26, 2010

17. Attachment of Auditor's opin

    By austin3515, October 7, 2010
    • 4 replies
    • 2.3k views
    • 
    • Bill Presson
    • October 7, 2010

18. Attachment to Form 5500 - Schedule I, Line 4a - Schedule of Delinquent Part Contribs

    By Guest vqualplan, May 13, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2005

19. Attachment to Line 4a

    By Guest Napilivillas, May 28, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

20. Attachment to Schedule A

    By Guest cynthiar, May 12, 2004
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 12, 2004

21. Audit Count - Participants with balances

    By austin3515, April 3, 2024
    • 11 replies
    • 2.9k views
    • 
    • Gilmore
    • April 5, 2024

22. Audit Counts - Participants with Balances

    By austin3515, April 29, 2022
    • 12 replies
    • 1.2k views
    • 
    • Peter Gulia
    • May 20, 2022

23. audit exemption for insured pension plans

    By k man, September 28, 2007
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • October 1, 2007

24. Audit for Large Plans

    By KevinMc, September 4, 2012
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • September 4, 2012

25. Audit For New Plan

    By austin3515, September 23, 2015
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • September 23, 2015

26. Audit for NQA assets held in foreign bank

    By Guest babs51, September 28, 2010
    • 2 replies
    • 927 views
    • 
    • jpod
    • September 29, 2010

27. audit needed no longer

    By JKW, February 11, 2016
    • 3 replies
    • 1.1k views
    • 
    • JKW
    • February 25, 2016

28. Audit needed?

    By bzorc, July 18, 2022
    • 9 replies
    • 1.1k views
    • 
    • bito'money
    • July 20, 2022

29. audit nightmare

    By K2retire, December 18, 2015
    • 10 replies
    • 1.6k views
    • 
    • EPCRSGuru
    • December 19, 2015

30. Audit Not Ready

    By Rob P, October 15, 2012
    • 7 replies
    • 3.3k views
    • 
    • Rob P
    • November 5, 2012

31. audit on plan needed if plan sponsor bankrupt?

    By Guest Boots, August 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • chc93
    • August 19, 2009

32. Audit Opinion for 401(k) Plan of 175 Participants - How Much Should It

    By Guest Paul Sarmiento, June 21, 2001
    • 6 replies
    • 2.6k views
    • 
    • Kristina
    • August 30, 2001

33. 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

34. Audit Report Attached to 5500

    By Spencer, December 7, 2017   

    • 5500 audit accountant opinion iqpa
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • December 7, 2017

35. Audit Report Not Available

    By Guest121121, November 4, 2021
    • 8 replies
    • 1.4k views
    • 
    • Nate S
    • November 5, 2021

36. Audit Report not ready at time of E-filing

    By asteve46, August 31, 2010
    • 7 replies
    • 2.5k views
    • 
    • BG5150
    • September 2, 2010

37. Audit required for final 5500?

    By Guest KennyH, March 7, 2013
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • March 8, 2013

38. Audit required for terminated plan?

    By katieinny, September 17, 2003
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 17, 2003

39. Audit required in 1st year of plan?

    By John A, July 30, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • August 1, 2001

40. Audit Required? - Control Group - 2 separate 401(k)plan documents

    By Guest Don J. Smith, August 1, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 1, 2000

41. Audit requirement

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.3k views
    • 
    • JohnCheek
    • October 27, 2001

42. Audit Requirement - Accured Distributions

    By BFree, December 14, 2001
    • 2 replies
    • 1.4k views
    • 
    • JohnCheek
    • December 16, 2001

43. Audit Requirement and Otherwise Excludable Employees

    By Guest kdddk14, September 15, 2008
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • September 17, 2008

44. Audit requirement for certain plans

    By Guest Mike Melnick, July 7, 2000
    • 5 replies
    • 2.9k views
    • 
    • JohnCheek
    • May 24, 2002

45. Audit Requirement for Multiple Employer Plan

    By Guest CSTS, November 16, 2004
    • 6 replies
    • 2.9k views
    • 
    • Ron Snyder
    • November 26, 2004

46. Audit Requirements

    By Guest lforesz, May 17, 2001
    • 7 replies
    • 2.6k views
    • 
    • John A
    • August 20, 2001

47. Audit Risk? Going from Small to Large Plan

    By Benefits Vet, February 6, 2020
    • 6 replies
    • 1.3k views
    • 
    • WillSanDiego CPA
    • February 21, 2020

48. Audit type - limited scope or full scope to mark on Sch H if more than one investment platform that is subject to different audit requirements

    By legort69, August 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 11, 2004

49. Audit will not be ready

    By Lori H, October 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Lori H
    • October 8, 2010

50. Audited Financials - 1st year required

    By Guest gymdacpa, October 3, 2007
    • 2 replies
    • 2.2k views
    • 
    • bzorc
    • October 10, 2007