Form 5500

3,277 topics in this forum

1. Stop 5500-EZ?

   By Sara Hotvedt, May 3, 2019
   • 5 replies
   • 2.3k views
   • 
   • FPGuy
   • May 7, 2019

2. 5500-SF with life insurance?

   By KCA, March 6, 2014
   • 4 replies
   • 2.3k views
   • 
   • BG5150
   • March 6, 2014

3. Schedule of Active participant data

   By Guest shronesz, July 8, 2003
   • 7 replies
   • 2.3k views
   • 
   • mwyatt
   • July 17, 2003

4. Indian Nation

   By Guest ehs, February 21, 2006
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • May 23, 2006

5. Late 5500 filing

   By ERISA13, September 24, 2010
   • 4 replies
   • 2.3k views
   • 
   • ERISA13
   • September 29, 2010

6. Small Pension Plan Audit Waiver

   By Guest MCarey1, July 12, 2004
   • 6 replies
   • 2.3k views
   • 
   • stephen
   • July 13, 2004

7. Completing Form SSA for a Plan Merger

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

8. 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

9. Schedule H, 4i

   By Jean, July 16, 2001
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • July 16, 2001

10. Extension Box on Amended 5500?

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

11. 5500 Statute of limitations

    By Guest padmin, August 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • chc93
    • August 11, 2011

12. How Many 5500s?

    By Randy Watson, November 14, 2005
    • 2 replies
    • 2.2k views
    • 
    • Randy Watson
    • November 14, 2005

13. Service Providers Defined

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

14. Filing Under the Incorrect EIN

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

15. ER Changed Mind & no contributions

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

16. Late Filing of 5558 Notice from IRS

    By AmyETPA, October 4, 2021
    • 6 replies
    • 2.2k views
    • 
    • mattmc82
    • December 13, 2021

17. Amended 5500

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

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

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

19. Group Annuity Contract Ancillary Life Insurance?

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

20. Schedule H Requirement for Wrap Plan

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

21. final form 5500

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

22. 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

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

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

24. Code C on 8955-SSA

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

25. 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

26. Incorrect EIN

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

27. SSA for 403b's

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

28. Incorrect TIN used for years on Schedule P

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

29. ERPA designation now final

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

30. fees from IRS for never filing 5500

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

31. Reporting the Effective Date of the Plan

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

32. Code 3D - Pre-Approved plan

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

33. Amended 5000 and SAR

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

34. Plan Characteristic Codes

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

35. Form 5500 for MEWA?

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

36. Form 8955-SSA

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

37. "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

38. Relius WebClient

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

39. Question for FT William Users

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

40. SAR and Delinquent Filings

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

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. What to do if the wrong 5500 is filed without an audit and correct Sch

    By pbarrett, March 13, 2003
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 22, 2003

43. QDRO reported on SSA?

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

44. Schedule T - Disaggregated Parts of Plan

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

45. DOL emailing clients directly regarding fidelity bond coverage

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

46. Definition of Master Trust?

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

47. Summary Annual Report

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

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

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

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

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

50. Form 5500 Number Participants

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