Form 5500

3,272 topics in this forum

1. DFVCP Penalty Calculator

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

2. Excess annual addition - 5330?

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

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

   By BG5150, October 17, 2016
   • 16 replies
   • 5.7k views
   • 
   • austin3515
   • October 19, 2016

4. Filing 5500 without Audit Report

   By austin3515, October 15, 2016
   • 17 replies
   • 7.6k views
   • 
   • RatherBeGolfing
   • July 31, 2017

5. calendar year plan, fiscal year taxpayer

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

6. Any Hurricane Extensions?

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

7. One participant plan with real estate

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

8. Takeover plan has assets from 457 tax exempt

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

9. Established a Plan but no assets

   By TPA Bob, October 6, 2016
   • 12 replies
   • 5.2k views
   • 
   • Mike Preston
   • October 9, 2016

10. 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

11. Schedule R, Line 3

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

12. Eligible for 5500EZ?

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

13. 8955-SSA for less than cash out benefit

    By Belgarath, October 3, 2016
    • 9 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • October 7, 2016

14. 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
    • 902 views
    • 
    • Flyboyjohn
    • October 3, 2016

15. Amending 5500's from 2011 thru 2015

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

16. Receivable Contribution

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

17. SAR Required for Fully Insured Health Insurance Plan

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

18. Final Form 5500 Question

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

19. Form 5330

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

20. Form 5500 code for an onsite clinic

    By pcbenefits007, August 23, 2016   

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

21. "improved" audit questions

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

22. DFVCP Filing for Pre-1999 years

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

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

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

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

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

25. Form 5500 deadline

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

26. MEP's

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

27. Form 5500-SF signature

    By puzzledbypensions, July 25, 2016   

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

28. One participant plan??

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

29. 5500-SF

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

30. terminated plan, final 5500

    By WCC, July 22, 2016
    • 10 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 22, 2016

31. Valuing an Insurance Policy

    By BG5150, July 21, 2016
    • 5 replies
    • 996 views
    • 
    • My 2 cents
    • July 21, 2016

32. 10 Digit EIN#

    By BeanCounterBlues, July 21, 2016
    • 7 replies
    • 5.5k views
    • 
    • Mike Preston
    • July 21, 2016

33. 5500-SF versus 5500 for small plan

    By Pammie57, July 20, 2016
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • July 20, 2016

34. E-signing Credentials

    By Pammie57, July 18, 2016
    • 1 reply
    • 647 views
    • 
    • RatherBeGolfing
    • July 18, 2016

35. Independent Auditor Report

    By thepensionmaven, July 17, 2016
    • 1 reply
    • 889 views
    • 
    • RatherBeGolfing
    • July 17, 2016

36. change of sponsorship

    By thepensionmaven, July 15, 2016
    • 1 reply
    • 775 views
    • 
    • Lou S.
    • July 15, 2016

37. Schedule of reportable transactions on a merged plan

    By armand2706, July 14, 2016
    • 0 replies
    • 937 views
    • 
    • armand2706
    • July 14, 2016

38. 5500 Signature

    By John Feldt ERPA CPC QPA, July 12, 2016   

    • not the same
    • Plan administrator
    • (and 1 more)

      Tagged with:

      • not the same
      • Plan administrator
      • employer
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 14, 2016

39. determination of land value for land owned by plan

    By cpc0506, July 11, 2016
    • 3 replies
    • 835 views
    • 
    • ESOP Guy
    • July 12, 2016

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

    By BG5150, July 11, 2016
    • 5 replies
    • 6.4k views
    • 
    • Yesrod5
    • September 27, 2018

41. one participant plan or not

    By cpc0506, July 5, 2016
    • 14 replies
    • 4.3k views
    • 
    • ETA Consulting LLC
    • July 8, 2016

42. Plan merger and final 5500 - 1/1 merger date

    By Belgarath, June 28, 2016
    • 21 replies
    • 10.3k views
    • 
    • Belgarath
    • November 20, 2024

43. Participant Count - Beginning and End of Plan Year

    By bort, June 25, 2016
    • 7 replies
    • 2.5k views
    • 
    • GMK
    • July 15, 2016

44. QDRO Fee - Who Pays?

    By 401(k)athryn, June 24, 2016   

    • QDRO
    • 8 replies
    • 5.6k views
    • 
    • david rigby
    • June 27, 2016

45. Change in definition of 4l on Schedule H - audit trigger?

    By mandmeickhoff@msn.com, June 21, 2016   

    • Schedule H
    • line 4l
    • 4 replies
    • 3.2k views
    • 
    • My 2 cents
    • June 23, 2016

46. Insurance policies and the premium payments on 5500

    By Alex Daisy, June 21, 2016
    • 2 replies
    • 985 views
    • 
    • Alex Daisy
    • June 21, 2016

47. merger at 12:01 a.m. on 1/1

    By AndyH, June 20, 2016   

    • final return?
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • June 20, 2016

48. incentive allocation

    By R. Butler, June 17, 2016
    • 1 reply
    • 851 views
    • 
    • My 2 cents
    • June 17, 2016

49. Participant count - end of last year, begin of this year

    By chc93, June 14, 2016
    • 10 replies
    • 2.5k views
    • 
    • chc93
    • June 15, 2016

50. 5500 EZ on paper of EFile

    By Jim Chad, June 10, 2016
    • 3 replies
    • 885 views
    • 
    • Tom Poje
    • June 10, 2016