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, September 16, 2015
   • 14 replies
   • 2.6k views
   • 
   • TPApril
   • March 11, 2017

2. When is the SAR deadline?

   By leighl, March 7, 2017
   • 3 replies
   • 1.7k views
   • 
   • leighl
   • March 9, 2017

3. Small Plan Audit Waiver

   By RDY2RTR, January 30, 2017
   • 5 replies
   • 2.5k views
   • 
   • RatherBeGolfing
   • February 28, 2017

4. Converting Regular 401K To Solo 401K?

   By pone55, February 19, 2017   

   • solo401k
   • 23 replies
   • 8.1k views
   • 
   • K2retire
   • February 23, 2017

5. Late 5500 Filing

   By ndj2377, February 22, 2017
   • 3 replies
   • 918 views
   • 
   • ndj2377
   • February 22, 2017

6. Payment for delinquent filing of Form 5500-EZ

   By cathyw, February 21, 2017
   • 0 replies
   • 623 views
   • 
   • cathyw
   • February 21, 2017

7. Enabling After-Tax Contributions to 401K

   By pone55, February 12, 2017   

   • roth
   • roth401k
   • (and 1 more)

     Tagged with:

     • roth
     • roth401k
     • after-tax
   • 21 replies
   • 12.2k views
   • 
   • Bill Presson
   • February 19, 2017

8. 5% Reportable Transactions in Defined Contribution Plans

   By pitkofsky, February 3, 2017
   • 3 replies
   • 7.3k views
   • 
   • My 2 cents
   • February 3, 2017

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

   By Peter Gulia, January 30, 2017   

   • form 5500; schedule i; attachment; efast2
   • 9 replies
   • 1.3k views
   • 
   • Peter Gulia
   • January 31, 2017

10. Form 5500-EZ for Partners Plan

    By Doghouse, January 18, 2016
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 25, 2017

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

    By TPApril, December 30, 2016
    • 6 replies
    • 2k views
    • 
    • TPApril
    • January 12, 2017

12. Mistakenly Filed a Form 5558

    By soosil, January 10, 2017
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 10, 2017

13. Older 5500 EZ instructions

    By Belgarath, March 23, 2016
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 5, 2017

14. ADP TotalSource and 5500

    By thepensionmaven, January 4, 2017
    • 1 reply
    • 2.5k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

15. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky, December 30, 2016
    • 0 replies
    • 1.2k views
    • 
    • pitkofsky
    • December 30, 2016

16. 5500 Schedule H - NRA and FATCA Withholding

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

17. Form 5500-EZ Questions

    By soosil, December 28, 2016
    • 2 replies
    • 1.4k views
    • 
    • soosil
    • December 29, 2016

18. 5500 Schedule H and Reporting of Options

    By pitkofsky, December 20, 2016   

    • 5500 - Reporting of Options
    • 0 replies
    • 1.4k views
    • 
    • pitkofsky
    • December 20, 2016

19. Late penalty question

    By soosil, December 13, 2016
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 15, 2016

20. Due Date for SAR

    By Nancylee, December 13, 2016   

    • SAR
    • 1 reply
    • 1.3k views
    • 
    • Doghouse
    • December 13, 2016

21. short final plan year filing - extension

    By pmacduff, December 12, 2016
    • 1 reply
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 12, 2016

22. IRS botches it yet again

    By Belgarath, December 5, 2016
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 5, 2016

23. Incenting former employees to roll out to trim numbers

    By dmwe, December 2, 2016
    • 15 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 3, 2016

24. Reporting Brokerage Commissions on Schedule H

    By pitkofsky, December 2, 2016
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • December 2, 2016

25. Schedule H and Conversion Balances

    By pitkofsky, November 17, 2016
    • 4 replies
    • 1.3k views
    • 
    • pitkofsky
    • November 19, 2016

26. Dear IRS - Are you serious??

    By austin3515, November 18, 2016
    • 6 replies
    • 1.6k views
    • 
    • My 2 cents
    • November 18, 2016

27. 15,000 Penalty for Late 5500

    By goldtpa, October 21, 2016
    • 13 replies
    • 3.1k views
    • 
    • goldtpa
    • November 16, 2016

28. 5500 vs 5500-SF

    By thepensionmaven, November 14, 2016
    • 4 replies
    • 3.8k views
    • 
    • BG5150
    • November 15, 2016

29. revised draft instruction 5500-EZ

    By Tom Poje, November 10, 2016
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 10, 2016

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

    By ombskid, November 1, 2016
    • 5 replies
    • 2.8k views
    • 
    • ombskid
    • November 2, 2016

31. 2016 Form 5500

    By Tom Poje, October 20, 2016
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • October 20, 2016

32. Excess annual addition - 5330?

    By CJS07, October 17, 2016
    • 2 replies
    • 1k views
    • 
    • My 2 cents
    • October 20, 2016

33. Late Large filer Form 5500

    By cpc0506, October 18, 2016
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • October 19, 2016

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

    By BG5150, October 17, 2016
    • 16 replies
    • 7k views
    • 
    • austin3515
    • October 19, 2016

35. Reasonable Cause Letters

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

36. DFVCP Penalty Calculator

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

37. calendar year plan, fiscal year taxpayer

    By R. Butler, October 12, 2016
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • October 12, 2016

38. Any Hurricane Extensions?

    By austin3515, October 11, 2016
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • October 12, 2016

39. One participant plan with real estate

    By cpc0506, October 11, 2016
    • 1 reply
    • 1.5k views
    • 
    • Soundbc1
    • October 11, 2016

40. Established a Plan but no assets

    By TPA Bob, October 6, 2016
    • 12 replies
    • 6.3k views
    • 
    • Mike Preston
    • October 9, 2016

41. 8955-SSA for less than cash out benefit

    By Belgarath, October 3, 2016
    • 9 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • October 7, 2016

42. Takeover plan has assets from 457 tax exempt

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

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

    By Peter Gulia, October 5, 2016   

    • Schedule C Part III
    • 11 replies
    • 6.7k views
    • 
    • My 2 cents
    • October 6, 2016

44. Schedule R, Line 3

    By mming, October 5, 2016
    • 2 replies
    • 1.5k views
    • 
    • chc93
    • October 5, 2016

45. Eligible for 5500EZ?

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

46. 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
    • 1.3k views
    • 
    • Flyboyjohn
    • October 3, 2016

47. Amending 5500's from 2011 thru 2015

    By Deaconmomma, September 22, 2016
    • 5 replies
    • 1.5k views
    • 
    • Deaconmomma
    • September 23, 2016

48. Receivable Contribution

    By Pension RC, September 16, 2016
    • 5 replies
    • 4.1k views
    • 
    • My 2 cents
    • September 16, 2016

49. SAR Required for Fully Insured Health Insurance Plan

    By austin3515, September 6, 2016
    • 3 replies
    • 2.9k views
    • 
    • Peter Gulia
    • September 6, 2016

50. Final Form 5500 Question

    By bzorc, August 29, 2016
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • August 29, 2016