Form 5500

3,277 topics in this forum

1. SAR via email?

   By doombuggy, May 24, 2012
   • 3 replies
   • 2.3k views
   • 
   • david rigby
   • May 25, 2012

2. Form 5500 & Code 3B

   By mjf06241972, June 24, 2019
   • 3 replies
   • 2.3k views
   • 
   • Below Ground
   • June 24, 2019

3. Market to market asset valuations

   By Guest death and taxes, June 4, 2001
   • 4 replies
   • 2.3k views
   • 
   • Kristina
   • June 11, 2001

4. plan termination, 12/31, and audit -

   By Guest DonJones, May 7, 2008
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • May 9, 2008

5. Attachment of Auditor's opin

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

6. Possible to get 5500 late fees waived for final filing?

   By TPApril, May 4, 2016   

   • Welfare Plan filing
   • 9 replies
   • 2.3k views
   • 
   • jpod
   • May 6, 2016

7. Past 5500 filings

   By Larry Grudzien, August 4, 2025
   • 5 replies
   • 2.3k views
   • 
   • fmsinc
   • August 6, 2025

8. Pension Feature codes, Form 5500

   By Guest jusducki, June 2, 2004
   • 3 replies
   • 2.3k views
   • 
   • JanetM
   • June 2, 2004

9. Amending 5500-Schedules

   By Guest CHRISTA, October 10, 2002
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • October 10, 2002

10. FT William Software?

    By EPCRSGuru, November 12, 2014
    • 8 replies
    • 2.3k views
    • 
    • GMK
    • November 13, 2014

11. Control Group Defined

    By Guest SuperRob, April 16, 2008
    • 2 replies
    • 2.3k views
    • 
    • maverick
    • April 16, 2008

12. bonding requirements

    By Guest carsonv, April 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • May 2, 2003

13. Schedule R

    By stephen, June 19, 2001
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • June 21, 2001

14. Plan has 6 trustees; they won't all fit in the space provided on the S

    By Richard Anderson, July 28, 2000
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 30, 2000

15. 5500 Signed by client's CPA

    By Belgarath, December 2, 2015
    • 7 replies
    • 2.3k views
    • 
    • SSSCCH
    • February 2, 2016

16. Corporate Audit versus Plan Audit

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

17. Is a stock purchase plan required to file a Form 5500?

    By Guest, April 19, 2000
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • April 20, 2000

18. Late deposits reported on the Schedule H

    By ratherbereading, September 24, 2020
    • 4 replies
    • 2.3k views
    • 
    • ratherbereading
    • September 25, 2020

19. Sched I Line 4d non-exempt transactions

    By goldtpa, September 7, 2005
    • 5 replies
    • 2.3k views
    • 
    • goldtpa
    • September 8, 2005

20. Short Plan Year

    By 12AX7, October 12, 2007
    • 1 reply
    • 2.3k views
    • 
    • movedon
    • October 12, 2007

21. 8955-SSA filing for 403b plans

    By mbozek, January 3, 2012
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 10, 2012

22. 5500 due date

    By cdavis25, September 13, 2012
    • 7 replies
    • 2.3k views
    • 
    • BG5150
    • September 25, 2012

23. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA, January 30, 2024
    • 1 reply
    • 2.3k views
    • 
    • RatherBeGolfing
    • January 30, 2024

24. Form 5500 / First Day of Plan Year Entrants

    By austin3515, July 31, 2019
    • 18 replies
    • 2.3k views
    • 
    • Bri
    • August 5, 2019

25. Minimum assets for fidelity bond?

    By steve-o, June 21, 2007
    • 2 replies
    • 2.3k views
    • 
    • WDIK
    • June 21, 2007

26. Form 5500 extension

    By Lori Friedman, October 13, 2004
    • 2 replies
    • 2.3k views
    • 
    • AndyH
    • October 15, 2004

27. Schedule C - a mutual fund's service providers

    By Peter Gulia, February 3, 2010
    • 8 replies
    • 2.3k views
    • 
    • RCK
    • September 9, 2010

28. Form 5500 SF- Line 8f

    By Guest vsinicrope, April 30, 2014   

    • fees
    • commissions
    • (and 2 more)

      Tagged with:

      • fees
      • commissions
      • 8f
      • 5500SF
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 8, 2014

29. New Schedules for 5500

    By Guest CGBS, June 2, 2000
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 9, 2000

30. Does anyone copy the state when filing 5500's?

    By RayJJohnsonJr, March 14, 2005
    • 4 replies
    • 2.3k views
    • 
    • RayJJohnsonJr
    • March 22, 2005

31. Synthetic GIC's

    By justbsur, June 17, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 17, 2008

32. Small plan audits

    By pbarrett, August 12, 2003
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • June 10, 2004

33. Plan Id and EIN on the 5500

    By PainPA, May 6, 2008
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • May 7, 2008

34. Self-insured health plan

    By Guest Tara Curran, November 7, 2001
    • 1 reply
    • 2.3k views
    • 
    • JohnCheek
    • November 10, 2001

35. E-Filing 5500's

    By Guest RJM, May 3, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 4, 2000

36. 8955-SSA code D's; count them or not?

    By BG5150, May 16, 2014
    • 6 replies
    • 2.3k views
    • 
    • Bird
    • May 19, 2014

37. premium conversion plan with less then 100 employees

    By Guest jigpsu100, October 10, 2005
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2005

38. EFAST2 filing status

    By pmacduff, July 8, 2010
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • July 9, 2010

39. DFVC Program

    By austin3515, January 4, 2011
    • 4 replies
    • 2.3k views
    • 
    • ERISAatty
    • August 8, 2011

40. Now that 125 Plans No Longer Require a Form 5500, What is Required for

    By Guest EMC, April 22, 2002
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • April 23, 2002

41. 5500EZ questions

    By Guest Zman, September 8, 2009
    • 6 replies
    • 2.3k views
    • 
    • Below Ground
    • September 9, 2009

42. Confusion about 5500-EZ instructions

    By robbie, March 19, 2015   

    • solo 401k
    • contributions made after Dec
    • 6 replies
    • 2.3k views
    • 
    • Bird
    • March 19, 2015

43. Audit requirement

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

44. Life insurance premium on 5500-SF

    By bcmom, June 15, 2017   

    • insurance premiums
    • 5500-sf
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • June 15, 2017

45. 5500-SF Part V, Line 10E Insurance Companies

    By Guest toddsander, July 19, 2010
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 21, 2011

46. Relius 5500 - EFAST for a Fiscal Year Plan

    By Guest PAINPA, August 11, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2004

47. 3(16) Signing 5500

    By SSSCCH, January 29, 2016
    • 9 replies
    • 2.3k views
    • 
    • BG5150
    • February 2, 2016

48. Trust ID numbers purged by IRS due to inactivity

    By maverick, February 7, 2002
    • 2 replies
    • 2.3k views
    • 
    • bzorc
    • February 8, 2002

49. Form 5500 Schedule G

    By MoShawn, June 5, 2013
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • June 5, 2013

50. GIC's and Schedule D's

    By Guest michaelv, May 18, 2001
    • 2 replies
    • 2.3k views
    • 
    • BFree
    • July 1, 2002