Form 5500

3,277 topics in this forum

1. Ques on Schedule I

   By Guest noans, September 23, 2010
   • 5 replies
   • 1.1k views
   • 
   • Bird
   • September 24, 2010

2. Help! Filed 5500-EZ late, received CP 283 with a huge penalty.

   By SoloPlanAdmin, December 6, 2022
   • 5 replies
   • 2.2k views
   • 
   • LA Advisor
   • March 1, 2023

3. 5500 Signature

   By Guest P Arpey, October 12, 2009
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • November 15, 2009

4. Amended 5500

   By J2D2, July 22, 2002
   • 5 replies
   • 4.5k views
   • 
   • Blinky the 3-eyed Fish
   • August 14, 2002

5. New 5500 Search Website is Pretty Cool!

   By austin3515, January 4, 2022
   • 5 replies
   • 6k views
   • 
   • Bri
   • January 14, 2022

6. Late 8955-SSA

   By austin3515, March 7, 2025
   • 5 replies
   • 2k views
   • 
   • jkdoll2
   • January 9

7. 2024 first year 5500-SF, prior year no filing owner only plan

   By LMK TPA, September 15, 2025
   • 5 replies
   • 2.7k views
   • 
   • Paul I
   • September 24, 2025

8. 80-120 Rule

   By Lori H, September 24, 2010
   • 5 replies
   • 1.3k views
   • 
   • Tom Poje
   • September 27, 2010

9. Historical Form SSA Info

   By Guest Robin.Wolf, August 17, 2011
   • 5 replies
   • 1.6k views
   • 
   • david rigby
   • August 18, 2011

10. IRS Delinquency Notices

    By 401 Chaos, January 14, 2013
    • 5 replies
    • 1.8k views
    • 
    • 401 Chaos
    • January 22, 2013

11. When is final 5500 due?

    By Jakyasar, April 11, 2023
    • 5 replies
    • 807 views
    • 
    • Jakyasar
    • April 12, 2023

12. Plan Characteristic Codes for Line 8a

    By Guest LWilson, June 12, 2002
    • 5 replies
    • 2.8k views
    • 
    • david rigby
    • June 12, 2002

13. DFVCP Questions

    By Ajillity, April 17, 2019
    • 5 replies
    • 931 views
    • 
    • chc93
    • April 18, 2019

14. Relius Form 5500

    By Lori Friedman, September 20, 2006
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 27, 2014

15. Retiree Death Benefits

    By Cassopy, December 8, 2022
    • 5 replies
    • 911 views
    • 
    • Luke Bailey
    • December 20, 2022

16. 2006 5500 penalties

    By Belgarath, May 27, 2009
    • 5 replies
    • 1.7k views
    • 
    • PAL
    • June 4, 2009

17. Schedule of Reportable Transactions (Line 4j on Sched H)

    By BG5150, July 11, 2016
    • 5 replies
    • 6.5k views
    • 
    • Yesrod5
    • September 27, 2018

18. Question for FT William Users

    By ESOP Guy, October 25, 2012
    • 5 replies
    • 2.2k views
    • 
    • EBDI
    • October 25, 2012

19. Schedule I & Forfeitures

    By Guest rachd, March 30, 2004
    • 5 replies
    • 2k views
    • 
    • Archimage
    • April 8, 2004

20. Schedule H - Liabilities

    By fiona1, September 29, 2004
    • 5 replies
    • 1.6k views
    • 
    • fiona1
    • September 29, 2004

21. How "independent" does an accountant have to be to do an aud

    By pbarrett, July 19, 2000
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • August 2, 2000

22. Schedule 5500 line 4j reportable transactions

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 8.6k views
    • 
    • austin3515
    • July 6, 2017

23. Inactive employees and 5500 participant count

    By Tinman, June 9, 2004
    • 5 replies
    • 3.4k views
    • 
    • david rigby
    • June 15, 2004

24. Schedule SB filed with 5500-SF for 401k Plan

    By emmetttrudy, December 5, 2011
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • December 15, 2011

25. Do IRAs require a 5500 filing

    By Guest nlipton, August 14, 2002
    • 5 replies
    • 7.1k views
    • 
    • papogi
    • August 14, 2002

26. 80 - 120 Rule

    By Guest jetfaninmn, June 26, 2006
    • 5 replies
    • 5.5k views
    • 
    • WDIK
    • August 21, 2006

27. Group Annuity Contract Ancillary Life Insurance?

    By KateSmithPA, July 1, 2005
    • 5 replies
    • 2.2k views
    • 
    • KateSmithPA
    • July 5, 2005

28. Frozen Money Purchase Plan

    By Just Me, June 26, 2006
    • 5 replies
    • 3.4k views
    • 
    • Bird
    • June 27, 2006

29. Sched SSA question

    By BG5150, June 26, 2006
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • June 27, 2006

30. Effective in 98, but NEVER Filed 5500`

    By austin3515, February 22, 2011
    • 5 replies
    • 1.3k views
    • 
    • jpod
    • February 22, 2011

31. Is Life Insurance Value reportable as a Plan asset on Form 5500 Schedule H?

    By letsgoisles89, January 4, 2019   

    • form 5500
    • life insurance
    • (and 2 more)

      Tagged with:

      • form 5500
      • life insurance
      • cash surrender value
      • defined contribution plan
    • 5 replies
    • 2.7k views
    • 
    • Larry Starr
    • January 4, 2019

32. EFAST2 Statuses

    By justbsur, July 28, 2010
    • 5 replies
    • 1.5k views
    • 
    • justbsur
    • July 29, 2010

33. Group Term Life Plan - is a 5500 required?

    By Effen, March 2, 2004
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • March 3, 2004

34. EFAST-2 and 5558 extension

    By chc93, July 1, 2010
    • 5 replies
    • 3.9k views
    • 
    • chc93
    • July 1, 2010

35. Are 5500's public info?

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

36. Is extended due date for 6-30-11 PYE April 17th?

    By Jim Chad, March 29, 2012
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 1, 2012

37. 5500SF instead of EZ

    By austin3515, June 6, 2014
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • June 6, 2014

38. Deemed Distribution reporting

    By Brenda Wren, October 15, 2008
    • 5 replies
    • 6.5k views
    • 
    • Guest
    • May 22, 2013

39. Trouble filing SSA with ATX Software

    By EPCRSGuru, January 17, 2012
    • 5 replies
    • 1.3k views
    • 
    • EPCRSGuru
    • January 17, 2012

40. Form 5500 extensions

    By RPC-TPA, July 3, 2024
    • 5 replies
    • 1.7k views
    • 
    • rikkiphillipson
    • July 8, 2024

41. Receivable Contribution

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

42. Form 8822-B - change in responsible party

    By Kevin C, November 19, 2013
    • 5 replies
    • 3.5k views
    • 
    • Bill Presson
    • November 21, 2013

43. New Plan (2013) Form 5500

    By Guest cands2002, July 30, 2014   

    • Form 5558; Form 5500
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 30, 2014

44. Schedule R lines 4 & 6

    By Guest Alison Williams, August 10, 2001
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 11, 2003

45. Counting Participants

    By Guest Beneflaw, February 24, 2012
    • 5 replies
    • 2.8k views
    • 
    • ESOP Guy
    • February 24, 2012

46. Electronic Filing of Form 5558

    By Tom, November 13, 2023
    • 5 replies
    • 2k views
    • 
    • CTipper
    • July 10, 2025

47. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

    By Santo Gold, September 13, 2023
    • 5 replies
    • 868 views
    • 
    • Santo Gold
    • September 14, 2023

48. SAR Participant Requesting Full Annual Report-

    By KJohnson, July 24, 2003
    • 5 replies
    • 2.9k views
    • 
    • JohnCheek
    • July 26, 2003

49. Braggin About FT William Software

    By austin3515, August 12, 2020
    • 5 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • August 13, 2020

50. Healthcare Plan - on site audits

    By French, January 2, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2008