Form 5500

3,273 topics in this forum

1. Schedule H - Reporting of Uninvested Cash Balances

   By pitkofsky, December 30, 2016
   • 0 replies
   • 1.1k views
   • 
   • pitkofsky
   • December 30, 2016

2. 5500 Schedule H - NRA and FATCA Withholding

   By pitkofsky, December 30, 2016
   • 0 replies
   • 591 views
   • 
   • pitkofsky
   • December 30, 2016

3. Form 5500-EZ Questions

   By soosil, December 28, 2016
   • 2 replies
   • 1.2k views
   • 
   • soosil
   • December 29, 2016

4. 5500 Schedule H and Reporting of Options

   By pitkofsky, December 20, 2016   

   • 5500 - Reporting of Options
   • 0 replies
   • 1.1k views
   • 
   • pitkofsky
   • December 20, 2016

5. Late penalty question

   By soosil, December 13, 2016
   • 5 replies
   • 1k views
   • 
   • Tom Poje
   • December 15, 2016

6. Due Date for SAR

   By Nancylee, December 13, 2016   

   • SAR
   • 1 reply
   • 1.2k views
   • 
   • Doghouse
   • December 13, 2016

7. short final plan year filing - extension

   By pmacduff, December 12, 2016
   • 1 reply
   • 1.7k views
   • 
   • RatherBeGolfing
   • December 12, 2016

8. IRS botches it yet again

   By Belgarath, December 5, 2016
   • 5 replies
   • 1.3k views
   • 
   • Mike Preston
   • December 5, 2016

9. Incenting former employees to roll out to trim numbers

   By dmwe, December 2, 2016
   • 15 replies
   • 1.4k views
   • 
   • Peter Gulia
   • December 3, 2016

10. Reporting Brokerage Commissions on Schedule H

    By pitkofsky, December 2, 2016
    • 1 reply
    • 1k views
    • 
    • My 2 cents
    • December 2, 2016

11. Schedule H and Conversion Balances

    By pitkofsky, November 17, 2016
    • 4 replies
    • 1.1k views
    • 
    • pitkofsky
    • November 19, 2016

12. Dear IRS - Are you serious??

    By austin3515, November 18, 2016
    • 6 replies
    • 1.3k views
    • 
    • My 2 cents
    • November 18, 2016

13. 15,000 Penalty for Late 5500

    By goldtpa, October 21, 2016
    • 13 replies
    • 2.5k views
    • 
    • goldtpa
    • November 16, 2016

14. 5500 vs 5500-SF

    By thepensionmaven, November 14, 2016
    • 4 replies
    • 3.5k views
    • 
    • BG5150
    • November 15, 2016

15. revised draft instruction 5500-EZ

    By Tom Poje, November 10, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • November 10, 2016

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

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

17. 2016 Form 5500

    By Tom Poje, October 20, 2016
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • October 20, 2016

18. Excess annual addition - 5330?

    By CJS07, October 17, 2016
    • 2 replies
    • 864 views
    • 
    • My 2 cents
    • October 20, 2016

19. Late Large filer Form 5500

    By cpc0506, October 18, 2016
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 19, 2016

20. 3(16) Plan Administrator; 2 signatures needed on 5500?

    By BG5150, October 17, 2016
    • 16 replies
    • 5.8k views
    • 
    • austin3515
    • October 19, 2016

21. Reasonable Cause Letters

    By Lifer, October 18, 2016
    • 1 reply
    • 888 views
    • 
    • Lou S.
    • October 18, 2016

22. DFVCP Penalty Calculator

    By Susan S., October 18, 2016
    • 2 replies
    • 1.7k views
    • 
    • Susan S.
    • October 18, 2016

23. calendar year plan, fiscal year taxpayer

    By R. Butler, October 12, 2016
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • October 12, 2016

24. Any Hurricane Extensions?

    By austin3515, October 11, 2016
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • October 12, 2016

25. One participant plan with real estate

    By cpc0506, October 11, 2016
    • 1 reply
    • 1.2k views
    • 
    • Soundbc1
    • October 11, 2016

26. Established a Plan but no assets

    By TPA Bob, October 6, 2016
    • 12 replies
    • 5.4k views
    • 
    • Mike Preston
    • October 9, 2016

27. 8955-SSA for less than cash out benefit

    By Belgarath, October 3, 2016
    • 9 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • October 7, 2016

28. Takeover plan has assets from 457 tax exempt

    By leighl, October 6, 2016
    • 1 reply
    • 811 views
    • 
    • XTitan
    • October 6, 2016

29. When is there a “termination” of an auditor?

    By Peter Gulia, October 5, 2016   

    • Schedule C Part III
    • 11 replies
    • 6k views
    • 
    • My 2 cents
    • October 6, 2016

30. Schedule R, Line 3

    By mming, October 5, 2016
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • October 5, 2016

31. Eligible for 5500EZ?

    By Earl, October 3, 2016
    • 1 reply
    • 555 views
    • 
    • Lou S.
    • October 3, 2016

32. Delinquent 5500-EZ - paper or e-file?

    By Spencer, October 3, 2016   

    • 5500-EZ
    • delinquent
    • (and 1 more)

      Tagged with:

      • 5500-EZ
      • delinquent
      • e-file
    • 1 reply
    • 925 views
    • 
    • Flyboyjohn
    • October 3, 2016

33. Amending 5500's from 2011 thru 2015

    By Deaconmomma, September 22, 2016
    • 5 replies
    • 1.3k views
    • 
    • Deaconmomma
    • September 23, 2016

34. Receivable Contribution

    By Pension RC, September 16, 2016
    • 5 replies
    • 3.6k views
    • 
    • My 2 cents
    • September 16, 2016

35. SAR Required for Fully Insured Health Insurance Plan

    By austin3515, September 6, 2016
    • 3 replies
    • 2.7k views
    • 
    • Peter Gulia
    • September 6, 2016

36. Final Form 5500 Question

    By bzorc, August 29, 2016
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • August 29, 2016

37. Form 5330

    By Chippy, August 26, 2016
    • 0 replies
    • 916 views
    • 
    • Chippy
    • August 26, 2016

38. Form 5500 code for an onsite clinic

    By pcbenefits007, August 23, 2016   

    • onsite clinic
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 23, 2016

39. "improved" audit questions

    By K2retire, August 18, 2016
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • August 19, 2016

40. Calendar year 5500 with multiple off-calendar year H&W benefits

    By Guest El Guapo, July 19, 2012
    • 1 reply
    • 1.8k views
    • 
    • 401 Chaos
    • August 18, 2016

41. DFVCP Filing for Pre-1999 years

    By trumpy43560, August 16, 2016
    • 2 replies
    • 1k views
    • 
    • Flyboyjohn
    • August 17, 2016

42. Trust reports to Plan Administrators due by certain day?

    By BG5150, August 12, 2016
    • 2 replies
    • 871 views
    • 
    • Bill Presson
    • August 12, 2016

43. 5500-SF

    By thepensionmaven, July 22, 2016
    • 12 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • August 1, 2016

44. welfare plan 5500 - should not have been filed, can it be taken back?

    By TPApril, July 29, 2016
    • 0 replies
    • 752 views
    • 
    • TPApril
    • July 29, 2016

45. Form 5500 deadline

    By KevinMc, July 29, 2016
    • 5 replies
    • 2k views
    • 
    • My 2 cents
    • July 29, 2016

46. MEP's

    By Belgarath, July 27, 2016
    • 4 replies
    • 994 views
    • 
    • Belgarath
    • July 28, 2016

47. Form 5500-SF signature

    By puzzledbypensions, July 25, 2016   

    • 5500 signature
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • July 25, 2016

48. One participant plan??

    By lp1965, July 25, 2016
    • 2 replies
    • 787 views
    • 
    • lp1965
    • July 25, 2016

49. terminated plan, final 5500

    By WCC, July 22, 2016
    • 10 replies
    • 2.6k views
    • 
    • Peter Gulia
    • July 22, 2016

50. 5500 is overdue - final notice - CP-406

    By tymesup, April 18, 2016
    • 19 replies
    • 2.3k views
    • 
    • My 2 cents
    • July 22, 2016