Form 5500

3,286 topics in this forum

1. Form 5500 code for an onsite clinic

   By pcbenefits007, August 23, 2016   

   • onsite clinic
   • 1 reply
   • 1.5k views
   • 
   • Belgarath
   • August 23, 2016

2. "improved" audit questions

   By K2retire, August 18, 2016
   • 5 replies
   • 1.3k views
   • 
   • GMK
   • August 19, 2016

3. Calendar year 5500 with multiple off-calendar year H&W benefits

   By Guest El Guapo, July 19, 2012
   • 1 reply
   • 1.9k views
   • 
   • 401 Chaos
   • August 18, 2016

4. DFVCP Filing for Pre-1999 years

   By trumpy43560, August 16, 2016
   • 2 replies
   • 1.1k views
   • 
   • Flyboyjohn
   • August 17, 2016

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

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

6. 5500-SF

   By thepensionmaven, July 22, 2016
   • 12 replies
   • 2.2k views
   • 
   • ETA Consulting LLC
   • August 1, 2016

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

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

8. Form 5500 deadline

   By KevinMc, July 29, 2016
   • 5 replies
   • 2.1k views
   • 
   • My 2 cents
   • July 29, 2016

9. MEP's

   By Belgarath, July 27, 2016
   • 4 replies
   • 1.1k views
   • 
   • Belgarath
   • July 28, 2016

10. Form 5500-SF signature

    By puzzledbypensions, July 25, 2016   

    • 5500 signature
    • 5 replies
    • 1.6k views
    • 
    • Lou S.
    • July 25, 2016

11. One participant plan??

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

12. terminated plan, final 5500

    By WCC, July 22, 2016
    • 10 replies
    • 2.8k views
    • 
    • Peter Gulia
    • July 22, 2016

13. 5500 is overdue - final notice - CP-406

    By tymesup, April 18, 2016
    • 19 replies
    • 2.6k views
    • 
    • My 2 cents
    • July 22, 2016

14. 10 Digit EIN#

    By BeanCounterBlues, July 21, 2016
    • 7 replies
    • 6k views
    • 
    • Mike Preston
    • July 21, 2016

15. Valuing an Insurance Policy

    By BG5150, July 21, 2016
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • July 21, 2016

16. 5500-SF versus 5500 for small plan

    By Pammie57, July 20, 2016
    • 2 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 20, 2016

17. E-signing Credentials

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

18. Independent Auditor Report

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

19. change of sponsorship

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

20. Participant Count - Beginning and End of Plan Year

    By bort, June 25, 2016
    • 7 replies
    • 2.8k views
    • 
    • GMK
    • July 15, 2016

21. Schedule of reportable transactions on a merged plan

    By armand2706, July 14, 2016
    • 0 replies
    • 1k views
    • 
    • armand2706
    • July 14, 2016

22. 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
    • 1.8k views
    • 
    • Peter Gulia
    • July 14, 2016

23. Fair value vs contract value

    By PAL, April 29, 2016
    • 7 replies
    • 8.4k views
    • 
    • benakt
    • July 13, 2016

24. determination of land value for land owned by plan

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

25. one participant plan or not

    By cpc0506, July 5, 2016
    • 14 replies
    • 4.8k views
    • 
    • ETA Consulting LLC
    • July 8, 2016

26. QDRO Fee - Who Pays?

    By 401(k)athryn, June 24, 2016   

    • QDRO
    • 8 replies
    • 6.3k views
    • 
    • david rigby
    • June 27, 2016

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

    By mandmeickhoff@msn.com, June 21, 2016   

    • Schedule H
    • line 4l
    • 4 replies
    • 3.4k views
    • 
    • My 2 cents
    • June 23, 2016

28. Insurance policies and the premium payments on 5500

    By Alex Daisy, June 21, 2016
    • 2 replies
    • 1.1k views
    • 
    • Alex Daisy
    • June 21, 2016

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

    By AndyH, June 20, 2016   

    • final return?
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • June 20, 2016

30. incentive allocation

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

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

    By chc93, June 14, 2016
    • 10 replies
    • 2.8k views
    • 
    • chc93
    • June 15, 2016

32. 5500 EZ on paper of EFile

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

33. Incorrect Plan Characteristics codes

    By Belgarath, June 10, 2016
    • 0 replies
    • 866 views
    • 
    • Belgarath
    • June 10, 2016

34. 8955-SSA Terminated Plan

    By PFranckowiak, May 23, 2016
    • 12 replies
    • 5.5k views
    • 
    • AndyH
    • June 7, 2016

35. Welfare Plan Form 5500 - Final

    By bzorc, June 6, 2016
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • June 7, 2016

36. Participant Count Terminated Plan

    By sam2012, June 5, 2016   

    • 5500 count
    • 4 replies
    • 3.2k views
    • 
    • My 2 cents
    • June 6, 2016

37. 5500 - plan with real estate

    By Guest jhuffstick@aol.com, June 3, 2016
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 3, 2016

38. form 5558

    By Tom Poje, June 2, 2016
    • 1 reply
    • 992 views
    • 
    • GMK
    • June 2, 2016

39. ARA - I Love these people!

    By austin3515, June 1, 2016
    • 0 replies
    • 764 views
    • 
    • austin3515
    • June 1, 2016

40. Form 5500-EZ Question

    By Vlad401k, May 19, 2016
    • 6 replies
    • 2.3k views
    • 
    • chc93
    • May 23, 2016

41. EFAST3 / Revised 5500

    By austin3515, May 11, 2016
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • May 11, 2016

42. Schedule C- Relationhip To Employer

    By austin3515, May 10, 2016
    • 4 replies
    • 2k views
    • 
    • chc93
    • May 11, 2016

43. Terminated Actuary/Schedule C

    By austin3515, May 11, 2016
    • 3 replies
    • 1.7k views
    • 
    • austin3515
    • May 11, 2016

44. Another Schedule C Question

    By austin3515, May 16, 2014
    • 2 replies
    • 2.2k views
    • 
    • austin3515
    • May 10, 2016

45. Possible to get 5500 late fees waived for final filing?

    By TPApril, May 4, 2016   

    • Welfare Plan filing
    • 9 replies
    • 2.5k views
    • 
    • jpod
    • May 6, 2016

46. How long must a company hold onto their 5500 copies?

    By Guest W. Blake, July 12, 2005
    • 14 replies
    • 10.1k views
    • 
    • GMK
    • May 2, 2016

47. 5558 Extension confirmation from IRS is missing PN

    By mandmeickhoff@msn.com, April 28, 2016   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • extenion
    • 3 replies
    • 1.9k views
    • 
    • PAL
    • April 29, 2016

48. Short Plan Year & First full year using same 2015 5500 Form?

    By KTB, April 21, 2016
    • 1 reply
    • 897 views
    • 
    • Lou S.
    • April 21, 2016

49. Form 5500 Schedule H

    By pitkofsky, April 20, 2016
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • April 21, 2016

50. Form 5500 Schedule H

    By pitkofsky, April 20, 2016
    • 1 reply
    • 995 views
    • 
    • TPAMan
    • April 20, 2016