Form 5500

3,272 topics in this forum

1. Auditor or TPA responsibility?

   By Brenda Wren, July 31, 2003
   • 8 replies
   • 4.3k views
   • 
   • Guest
   • October 11, 2003

2. Auditor reporting of corrective distributions

   By PLAN MAN, October 9, 2015   

   • Schedule H
   • corrective distributions
   • (and 1 more)

     Tagged with:

     • Schedule H
     • corrective distributions
     • line 2f
   • 10 replies
   • 7.9k views
   • 
   • ESOP Guy
   • October 13, 2015

3. Auditor requires 5500 to release report?

   By Guest WilliamC, March 24, 2004
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • March 26, 2004

4. Auditor's Report

   By khn, September 24, 2013
   • 3 replies
   • 1.2k views
   • 
   • ESOP Guy
   • September 24, 2013

5. Auditor's Report in 1st Plan year?

   By Guest IRISH79, February 27, 2007
   • 1 reply
   • 994 views
   • 
   • WDIK
   • February 27, 2007

6. Auditors Report Required?

   By kmciver, April 28, 2004
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • May 3, 2004

7. Audits required for 5500

   By Guest jfgc, February 9, 2000
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • February 9, 2000

8. Authorization to file 5500 on behalf

   By TPApril, June 12
   • 4 replies
   • 829 views
   • 
   • RatherBeGolfing
   • June 16

9. Authorization to Sign 5500 for Plan Sponsor

   By Below Ground, September 19, 2023
   • 7 replies
   • 1.2k views
   • 
   • Peter Gulia
   • September 20, 2023

10. Authorized Service Provider - Signing 5500 Filing?

    By 5500sorBust, May 8
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 9

11. Automatic Extension

    By MAS, April 15, 2020
    • 1 reply
    • 786 views
    • 
    • Lois Baker
    • April 15, 2020

12. Availability of DFVC and IRS Remedial Programs

    By Guest boberlander, March 6, 2001
    • 3 replies
    • 1.8k views
    • 
    • dmb
    • April 12, 2001

13. Availability of Forms for 2000?

    By Guest MSMA, January 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Theresa Lynn
    • January 28, 2002

14. Average cost for a small plan 5500 filing?

    By Guest Rgreen, March 8, 2010
    • 1 reply
    • 4.3k views
    • 
    • david rigby
    • March 8, 2010

15. Avoid future audit?

    By Jed Macy, February 9, 2012
    • 2 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 9, 2012

16. avoiding audit requirement

    By Dennis Povloski, November 27, 2007
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • November 27, 2007

17. Became Large Plan Filer 2014 wants to Terminate Plan

    By Guest boltonch, July 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • July 3, 2014

18. Beginning of year participant count.

    By Guest PLHart, February 9, 2000
    • 11 replies
    • 9k views
    • 
    • BeckyMiller
    • March 1, 2000

19. Benefits Payments / Loan Defaults

    By Alex Daisy, June 3, 2010
    • 1 reply
    • 1k views
    • 
    • rcline46
    • June 3, 2010

20. Bill from IRS for 2004 5500

    By Young Curmudgeon, May 16, 2014
    • 1 reply
    • 1.2k views
    • 
    • A Shot in the Dark
    • May 16, 2014

21. Bizarro 5500 question from client

    By Santo Gold, September 14, 2024
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 18, 2024

22. Blackout Notice (Line 4n)

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

23. Bond for non-qualfying assets--capped at $500k?

    By BG5150, January 11, 2022
    • 7 replies
    • 947 views
    • 
    • Belgarath
    • January 12, 2022

24. Bond for small plan audit waiver greater than 500K?

    By jkharvey, June 2, 2015
    • 2 replies
    • 786 views
    • 
    • Doghouse
    • June 2, 2015

25. Bond limit of $500,000

    By pbarrett, April 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • April 16, 2003

26. Bond Question

    By bzorc, June 29, 2004
    • 0 replies
    • 1k views
    • 
    • bzorc
    • June 29, 2004

27. Bond question; non-qualifying assets are more than 50% of total trust

    By KateSmithPA, September 29, 2003
    • 4 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • September 30, 2003

28. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4, June 8, 2018
    • 3 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 8, 2018

29. Bonding exceptions

    By Guest EBC, September 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • September 17, 2001

30. Bonding question

    By BG5150, July 20, 2012
    • 10 replies
    • 1.5k views
    • 
    • Doghouse
    • July 26, 2012

31. bonding requirements

    By Guest carsonv, April 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • May 2, 2003

32. Bonding Requirements- CR

    By pbarrett, April 24, 2003
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • April 28, 2003

33. Bonding with a Bank Trustee

    By Earl, April 1, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 24, 2004

34. Bonding/Reporting Requirements - SAR - for small plans

    By Cathy from Chicago, December 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 18, 2002

35. Book ADP refund as liability?

    By BG5150, September 25, 2020
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 2, 2020

36. boy count = eoy or boy?

    By chuTzPA, June 17, 2014
    • 6 replies
    • 2.7k views
    • 
    • BG5150
    • June 18, 2014

37. BOY participant count with excluded employees

    By Belgarath, September 12, 2018
    • 13 replies
    • 2k views
    • 
    • bcmom
    • September 14, 2018

38. Braggin About FT William Software

    By austin3515, August 12, 2020
    • 5 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • August 13, 2020

39. Broker Fees and Commissions

    By J Simmons, May 18, 2008
    • 4 replies
    • 4.5k views
    • 
    • J Simmons
    • May 19, 2008

40. Brokerage account = no fidelity bond

    By Santo Gold, November 30, 2005
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 30, 2005

41. Brokerage accounts...

    By Guest RONNIE WASEL, November 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Jean
    • November 26, 2002

42. Building Repoairs

    By austin3515, October 26, 2011
    • 4 replies
    • 899 views
    • 
    • austin3515
    • October 27, 2011

43. Business Codes

    By TPApril, January 22, 2015
    • 1 reply
    • 2k views
    • 
    • K2retire
    • January 22, 2015

44. Cafeteria Plan

    By Archimage, June 27, 2003
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • June 30, 2003

45. Cafeteria plan changes to a "wrap" document

    By Belgarath, April 29, 2019
    • 2 replies
    • 1.2k views
    • 
    • loserson
    • May 1, 2019

46. Calculating Nets G/L for Schedule H

    By MBCarey, October 28, 2002
    • 11 replies
    • 1.9k views
    • 
    • Guest
    • October 29, 2002

47. Calculation of DFVC Late filing Penalty

    By Guest PLHart, August 25, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 27, 2003

48. Calendar Year 5500 Due Date

    By AATPA, July 29, 2020
    • 4 replies
    • 917 views
    • 
    • AATPA
    • August 3, 2020

49. 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

50. Calendar Year Auto Extension on 5500 Due 9/15?

    By TPApril, September 12
    • 2 replies
    • 2.1k views
    • 
    • thepensionmaven
    • September 15