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Form 5500

3,287 topics in this forum

  1. ha ha ha. plan now. the 2016 forms aren't due until 11/15/2017

    By Tom Poje,
    • 14 replies
    • 2.4k views

  2. When is the SAR deadline?

    By leighl,
    • 3 replies
    • 1.6k views

  3. Small Plan Audit Waiver

    By RDY2RTR,
    • 5 replies
    • 2.5k views

  4. Converting Regular 401K To Solo 401K?

    By pone55,   
    • 23 replies
    • 7.8k views

  5. Late 5500 Filing

    By ndj2377,
    • 3 replies
    • 829 views

  6. Payment for delinquent filing of Form 5500-EZ

    By cathyw,
    • 0 replies
    • 566 views

  7. Enabling After-Tax Contributions to 401K

    By pone55,   
    • 21 replies
    • 12k views

  8. 5% Reportable Transactions in Defined Contribution Plans

    By pitkofsky,
    • 3 replies
    • 7.3k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.3k views

  10. Form 5500-EZ for Partners Plan

    By Doghouse,
    • 9 replies
    • 2.2k views

  11. 5500-EZ for Affiliated Service Group member - Minimum to file

    By TPApril,
    • 6 replies
    • 1.9k views

  12. Mistakenly Filed a Form 5558

    By soosil,
    • 7 replies
    • 1.4k views

  13. Older 5500 EZ instructions

    By Belgarath,
    • 5 replies
    • 1.6k views

  14. ADP TotalSource and 5500

    By thepensionmaven,
    • 1 reply
    • 2.4k views

  15. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky,
    • 0 replies
    • 1.1k views

  16. 5500 Schedule H - NRA and FATCA Withholding

    By pitkofsky,
    • 0 replies
    • 691 views

  17. Form 5500-EZ Questions

    By soosil,
    • 2 replies
    • 1.4k views

  18. 5500 Schedule H and Reporting of Options

    By pitkofsky,   
    • 0 replies
    • 1.3k views

  19. Late penalty question

    By soosil,
    • 5 replies
    • 1.2k views

  20. Due Date for SAR

    By Nancylee,   
    • 1 reply
    • 1.3k views

  21. short final plan year filing - extension

    By pmacduff,
    • 1 reply
    • 1.8k views

  22. IRS botches it yet again

    By Belgarath,
    • 5 replies
    • 1.5k views

  23. Incenting former employees to roll out to trim numbers

    By dmwe,
    • 15 replies
    • 1.8k views

  24. Reporting Brokerage Commissions on Schedule H

    By pitkofsky,
    • 1 reply
    • 1.2k views

  25. Schedule H and Conversion Balances

    By pitkofsky,
    • 4 replies
    • 1.2k views

  26. Dear IRS - Are you serious??

    By austin3515,
    • 6 replies
    • 1.5k views

  27. 15,000 Penalty for Late 5500

    By goldtpa,
    • 13 replies
    • 3k views

  28. 5500 vs 5500-SF

    By thepensionmaven,
    • 4 replies
    • 3.7k views

  29. revised draft instruction 5500-EZ

    By Tom Poje,
    • 4 replies
    • 1.3k views

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

    By ombskid,
    • 5 replies
    • 2.7k views

  31. 2016 Form 5500

    By Tom Poje,
    • 1 reply
    • 1.4k views

  32. Excess annual addition - 5330?

    By CJS07,
    • 2 replies
    • 978 views

  33. Late Large filer Form 5500

    By cpc0506,
    • 6 replies
    • 1.3k views

  34. 3(16) Plan Administrator; 2 signatures needed on 5500?

    By BG5150,
    • 16 replies
    • 6.8k views

  35. Reasonable Cause Letters

    By Lifer,
    • 1 reply
    • 973 views

  36. DFVCP Penalty Calculator

    By Susan S.,
    • 2 replies
    • 1.9k views

  37. calendar year plan, fiscal year taxpayer

    By R. Butler,
    • 1 reply
    • 1.5k views

  38. Any Hurricane Extensions?

    By austin3515,
    • 5 replies
    • 1.6k views

  39. One participant plan with real estate

    By cpc0506,
    • 1 reply
    • 1.4k views

  40. Established a Plan but no assets

    By TPA Bob,
    • 12 replies
    • 6.2k views

  41. 8955-SSA for less than cash out benefit

    By Belgarath,
    • 9 replies
    • 1.5k views

  42. Takeover plan has assets from 457 tax exempt

    By leighl,
    • 1 reply
    • 901 views

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

    By Peter Gulia,   
    • 11 replies
    • 6.6k views

  44. Schedule R, Line 3

    By mming,
    • 2 replies
    • 1.5k views

  45. Eligible for 5500EZ?

    By Earl,
    • 1 reply
    • 653 views

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

    By Spencer,   
    • 1 reply
    • 1.2k views

  47. Amending 5500's from 2011 thru 2015

    By Deaconmomma,
    • 5 replies
    • 1.5k views

  48. Receivable Contribution

    By Pension RC,
    • 5 replies
    • 4k views

  49. SAR Required for Fully Insured Health Insurance Plan

    By austin3515,
    • 3 replies
    • 2.9k views

  50. Final Form 5500 Question

    By bzorc,
    • 2 replies
    • 1.7k views
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