Form 5500

3,272 topics in this forum

1. Filing Under the Incorrect EIN

   By Guest BHAMEB, July 15, 2009
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • July 15, 2009

2. Service Providers Defined

   By Guest NLONEY, November 9, 2000
   • 5 replies
   • 2.2k views
   • 
   • Kristina
   • August 14, 2001

3. Completing Form SSA for a Plan Merger

   By RCK, July 8, 2008
   • 7 replies
   • 2.2k views
   • 
   • RCK
   • July 24, 2008

4. Schedule H and assets transferred to PBGC

   By Guest ATurn, July 7, 2014   

   • 5500
   • pbgc
   • (and 1 more)

     Tagged with:

     • 5500
     • pbgc
     • termination
   • 3 replies
   • 2.2k views
   • 
   • Lou S.
   • July 7, 2014

5. Life insurance premium on 5500-SF

   By bcmom, June 15, 2017   

   • insurance premiums
   • 5500-sf
   • 3 replies
   • 2.2k views
   • 
   • Bird
   • June 15, 2017

6. Amended 5500

   By Ervin Barham, August 22, 2001
   • 5 replies
   • 2.2k views
   • 
   • Kristina
   • August 24, 2001

7. final form 5500

   By betheeg, April 8, 2003
   • 18 replies
   • 2.2k views
   • 
   • betheeg
   • April 14, 2003

8. Indian Nation

   By Guest ehs, February 21, 2006
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • May 23, 2006

9. Extension Box on Amended 5500?

   By austin3515, October 23, 2012
   • 8 replies
   • 2.2k views
   • 
   • austin3515
   • October 25, 2012

10. Past 5500 filings

    By Larry Grudzien, August 4
    • 5 replies
    • 2.2k views
    • 
    • fmsinc
    • August 6

11. Schedule of Active participant data

    By Guest shronesz, July 8, 2003
    • 7 replies
    • 2.2k views
    • 
    • mwyatt
    • July 17, 2003

12. Incorrect TIN used for years on Schedule P

    By Belgarath, March 28, 2005
    • 4 replies
    • 2.2k views
    • 
    • saabraa
    • January 18, 2006

13. SSA for 403b's

    By austin3515, July 28, 2011
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • August 11, 2011

14. ER Changed Mind & no contributions

    By SFSD, April 29, 2010
    • 12 replies
    • 2.2k views
    • 
    • K2retire
    • May 1, 2010

15. Links to various versions and pieces of 2/2/2000 notice explaining new

    By Dave Baker, February 3, 2000
    • 0 replies
    • 2.2k views
    • 
    • Dave Baker
    • February 3, 2000

16. Group Annuity Contract Ancillary Life Insurance?

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

17. EFAST2 filing status

    By pmacduff, July 8, 2010
    • 11 replies
    • 2.2k views
    • 
    • Mike Preston
    • July 9, 2010

18. ERPA designation now final

    By Mike Preston, September 25, 2007
    • 2 replies
    • 2.2k views
    • 
    • Peanut Butter Man
    • September 27, 2007

19. Code 3D - Pre-Approved plan

    By Richard Anderson, November 18, 2010
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • November 19, 2010

20. Reporting the Effective Date of the Plan

    By Guest Beth1, January 12, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 17, 2001

21. Incorrect EIN

    By Guest naveen, September 17, 2008
    • 4 replies
    • 2.2k views
    • 
    • WDIK
    • January 13, 2009

22. Amended 5000 and SAR

    By blue, February 24, 2006
    • 3 replies
    • 2.2k views
    • 
    • Lori Friedman
    • February 24, 2006

23. fees from IRS for never filing 5500

    By betheeg, March 30, 2004
    • 8 replies
    • 2.2k views
    • 
    • E as in ERISA
    • June 15, 2004

24. Stop 5500-EZ?

    By Sara Hotvedt, May 3, 2019
    • 5 replies
    • 2.2k views
    • 
    • FPGuy
    • May 7, 2019

25. Code C on 8955-SSA

    By austin3515, September 10, 2018
    • 11 replies
    • 2.2k views
    • 
    • Calavera
    • September 13, 2018

26. Form 5500 for MEWA?

    By Guest lawdawg, July 12, 2001
    • 1 reply
    • 2.2k views
    • 
    • Steve72
    • July 13, 2001

27. form 5500 EZ, first and final return for the plan

    By Benbob13, August 27, 2018
    • 7 replies
    • 2.2k views
    • 
    • Bri
    • February 23, 2021

28. "Plan expenses" (for SAR) = plan year contribution and earni

    By Cathy from Chicago, June 20, 2000
    • 0 replies
    • 2.2k views
    • 
    • Cathy from Chicago
    • June 20, 2000

29. Form 8955-SSA

    By Guest 4:15 Limit, November 29, 2011
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 29, 2011

30. Plan Characteristic Codes

    By MBCarey, July 13, 2010
    • 4 replies
    • 2.2k views
    • 
    • D Lewis
    • July 23, 2010

31. DFVCP and Late Top-Hat Filing

    By ehamilton, February 20, 2015   

    • DFVCP
    • DFVC
    • (and 2 more)

      Tagged with:

      • DFVCP
      • DFVC
      • Top-Hat Filing
      • 5500
    • 1 reply
    • 2.2k views
    • 
    • Flyboyjohn
    • March 17, 2015

32. SAR and Delinquent Filings

    By Guest erinf, April 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • BG5150
    • April 21, 2009

33. Relius WebClient

    By Leopurrd, May 28, 2010
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • June 14, 2010

34. Schedule H Requirement for Wrap Plan

    By 401 Chaos, September 25, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 5, 2009

35. Definition of Master Trust?

    By Guest rachd, July 17, 2003
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • July 17, 2003

36. Need copies of old (really old!) Form 5500EZ

    By David MacLennan, October 5, 2001
    • 5 replies
    • 2.2k views
    • 
    • Richard Anderson
    • October 8, 2001

37. Schedule T - Disaggregated Parts of Plan

    By Guest Justine Woodard, August 7, 2000
    • 1 reply
    • 2.2k views
    • 
    • Richard Anderson
    • August 8, 2000

38. QDRO reported on SSA?

    By Guest Ray Williams, August 15, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 15, 2000

39. Participant count for frozen 401(k) plan?

    By John A, August 31, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 5, 2001

40. Summary Annual Report

    By Guest hitt24, May 26, 2004
    • 1 reply
    • 2.2k views
    • 
    • maverick
    • May 28, 2004

41. Are unallocated shares within a leveraged ESOP considered plan assets?

    By Guest KTigges, November 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • Disco Stu
    • November 20, 2001

42. Form 5500 Number Participants

    By Guest 401kproman, March 28, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 28, 2002

43. DOL emailing clients directly regarding fidelity bond coverage

    By Jerry Erisa, June 30, 2015
    • 10 replies
    • 2.2k views
    • 
    • austin3515
    • July 7, 2015

44. No auditor's report was filed with 5500 and Schedule H

    By Guest jharrel, April 19, 2004
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • April 20, 2004

45. Large to small plan filing

    By SusanKD, February 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 11, 2011

46. IRS Fine for late 5500 filing

    By Cathy from Chicago, July 23, 2002
    • 1 reply
    • 2.2k views
    • 
    • Fredman
    • July 24, 2002

47. Audited Financials - 1st year required

    By Guest gymdacpa, October 3, 2007
    • 2 replies
    • 2.2k views
    • 
    • bzorc
    • October 10, 2007

48. 2009 5500-EZ and EFAST2

    By goldtpa, February 3, 2010
    • 8 replies
    • 2.2k views
    • 
    • four01kman
    • February 4, 2010

49. Do I need to file?

    By pixmax, June 26, 2009
    • 9 replies
    • 2.2k views
    • 
    • pixmax
    • June 26, 2009

50. Form 5500 - Schedule A - stop-loss & transplant coverage

    By t.haley, April 20, 2015
    • 1 reply
    • 2.2k views
    • 
    • Flyboyjohn
    • April 20, 2015