Form 5500

3,272 topics in this forum

1. Valuing an Insurance Policy

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

2. 5500-SF versus 5500 for small plan

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

3. E-signing Credentials

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

4. Independent Auditor Report

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

5. change of sponsorship

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

6. Participant Count - Beginning and End of Plan Year

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

7. Schedule of reportable transactions on a merged plan

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

8. 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

9. Fair value vs contract value

   By PAL, April 29, 2016
   • 7 replies
   • 8k views
   • 
   • benakt
   • July 13, 2016

10. determination of land value for land owned by plan

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

11. one participant plan or not

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

12. QDRO Fee - Who Pays?

    By 401(k)athryn, June 24, 2016   

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

13. 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

14. Insurance policies and the premium payments on 5500

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

15. 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

16. incentive allocation

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

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

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

18. 5500 EZ on paper of EFile

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

19. Incorrect Plan Characteristics codes

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

20. 8955-SSA Terminated Plan

    By PFranckowiak, May 23, 2016
    • 12 replies
    • 5.2k views
    • 
    • AndyH
    • June 7, 2016

21. Welfare Plan Form 5500 - Final

    By bzorc, June 6, 2016
    • 2 replies
    • 978 views
    • 
    • bzorc
    • June 7, 2016

22. Participant Count Terminated Plan

    By sam2012, June 5, 2016   

    • 5500 count
    • 4 replies
    • 2.8k views
    • 
    • My 2 cents
    • June 6, 2016

23. 5500 - plan with real estate

    By Guest jhuffstick@aol.com, June 3, 2016
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 3, 2016

24. form 5558

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

25. ARA - I Love these people!

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

26. Form 5500-EZ Question

    By Vlad401k, May 19, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 23, 2016

27. EFAST3 / Revised 5500

    By austin3515, May 11, 2016
    • 0 replies
    • 979 views
    • 
    • austin3515
    • May 11, 2016

28. Schedule C- Relationhip To Employer

    By austin3515, May 10, 2016
    • 4 replies
    • 1.7k views
    • 
    • chc93
    • May 11, 2016

29. Terminated Actuary/Schedule C

    By austin3515, May 11, 2016
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 11, 2016

30. Another Schedule C Question

    By austin3515, May 16, 2014
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • May 10, 2016

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

    By TPApril, May 4, 2016   

    • Welfare Plan filing
    • 9 replies
    • 2.3k views
    • 
    • jpod
    • May 6, 2016

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

    By Guest W. Blake, July 12, 2005
    • 14 replies
    • 9.6k views
    • 
    • GMK
    • May 2, 2016

33. 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
    • 1.8k views
    • 
    • PAL
    • April 29, 2016

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

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

35. Form 5500 Schedule H

    By pitkofsky, April 20, 2016
    • 3 replies
    • 2.5k views
    • 
    • david rigby
    • April 21, 2016

36. Form 5500 Schedule H

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

37. Plan has small investment in a Publicly Traded partnership (PTP)

    By jkharvey, April 15, 2016
    • 0 replies
    • 706 views
    • 
    • jkharvey
    • April 15, 2016

38. Federal Tax Withholding on Form 5500 Schedule H

    By pitkofsky, April 12, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • April 14, 2016

39. Schedule H-Value of funds held in insurance company general account

    By mm57451, April 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • April 14, 2016

40. 5500 Due Date for 6/30/2015 plan year

    By austin3515, April 13, 2016
    • 3 replies
    • 924 views
    • 
    • austin3515
    • April 13, 2016

41. form 5500 proposed changes for 2016 (Compliance questions)

    By Tom Poje, April 1, 2016
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 6, 2016

42. Controlled Group Form 5500-EZ?

    By DPSRich, April 1, 2016
    • 2 replies
    • 1.2k views
    • 
    • DPSRich
    • April 1, 2016

43. Schedule C/Schedule A conundrum

    By pmacduff, March 24, 2016
    • 2 replies
    • 908 views
    • 
    • pmacduff
    • March 28, 2016

44. Single 5500 for Two 403(b) Plans?

    By smit1970, March 16, 2016   

    • 5500
    • 403(b)
    • 2 replies
    • 1.4k views
    • 
    • smit1970
    • March 17, 2016

45. 5500 reporting of self-directed brokerage account assets

    By pitkofsky, March 16, 2016
    • 0 replies
    • 1.8k views
    • 
    • pitkofsky
    • March 16, 2016

46. reporting of stock dividends on form 5500 schedule h

    By pitkofsky, March 16, 2016
    • 0 replies
    • 671 views
    • 
    • pitkofsky
    • March 16, 2016

47. EFAST DOL - Website (Amended 5500-SF Return Filed)

    By PainPA, March 9, 2016
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • March 9, 2016

48. 5500 Schedule H detailed instructions

    By pitkofsky, March 8, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • pitkofsky
    • March 8, 2016

49. Where Can I Find Total Health Insurance Benefits Paid

    By plesq, March 7, 2016   

    • health benefits
    • 5500
    • 1 reply
    • 738 views
    • 
    • Flyboyjohn
    • March 7, 2016

50. complinace questions

    By Tom Poje, March 3, 2016
    • 0 replies
    • 632 views
    • 
    • Tom Poje
    • March 3, 2016