Form 5500

3,277 topics in this forum

1. 5500-SF - can I manually mark 5558 box

   By LMK TPA, July 8, 2024
   • 5 replies
   • 1.4k views
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   • LMK TPA
   • July 10, 2024

2. Abondoned Plan & 5500

   By stphnyok, October 8, 2020
   • 5 replies
   • 962 views
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   • Luke Bailey
   • October 10, 2020

3. Letters from Social Security Administration -people under retirement age

   By DPL, July 21, 2021
   • 5 replies
   • 763 views
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   • ESOP Guy
   • July 23, 2021

4. Form 5500: Line 10, Schedule T

   By Guest LVanSteeter, July 25, 2002
   • 5 replies
   • 1.9k views
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   • Kristina
   • July 30, 2002

5. compliance questions will be optional for 2015

   By Tom Poje, December 7, 2015
   • 5 replies
   • 1.8k views
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   • Peter Gulia
   • December 30, 2015

6. Can I file 5500-EZ for 2020 where I employ my son?

   By Jakyasar, January 28, 2021
   • 5 replies
   • 1.5k views
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   • SSRRS
   • February 18, 2022

7. Form 5500 Audit

   By Guest PJMAK, October 17, 2002
   • 5 replies
   • 2.7k views
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   • E as in ERISA
   • October 18, 2002

8. Schedule H or I?

   By Guest rachd, July 2, 2003
   • 5 replies
   • 1.9k views
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   • WDIK
   • July 14, 2003

9. Form 5500 Line 7h

   By Belgarath, February 3, 2006
   • 5 replies
   • 3.6k views
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   • WDIK
   • February 6, 2006

10. DB Plan setup and deadline

    By charlitsai, January 8, 2015   

    • DB deadline
    • 5 replies
    • 1.3k views
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    • charlitsai
    • January 13, 2015

11. DFVC program

    By Belgarath, March 28, 2002
    • 5 replies
    • 3.2k views
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    • Guest
    • May 1, 2002

12. SCHEDULE T

    By stevena, August 2, 2005
    • 5 replies
    • 1.8k views
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    • JDuns
    • August 3, 2005

13. Not counting de-admitted 403(b) contracts for Form 5500

    By Peter Gulia, January 19, 2010
    • 5 replies
    • 1.2k views
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    • jpod
    • January 20, 2010

14. Hurricane Sandy

    By DPSRich, November 6, 2012
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2013

15. Summary Annual Report

    By Guest Hartnett123, May 18, 2004
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • May 19, 2004

16. Schedule R - 2005

    By Guest jae3207, June 29, 2006
    • 5 replies
    • 2k views
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    • Guest
    • July 3, 2006

17. Okay to use 1999 Form 5500 to file a short plan year beginning and end

    By John A, February 22, 2001
    • 5 replies
    • 1.7k views
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    • Kristina
    • March 7, 2001

18. Filed 5500 when should have filed EZ

    By Belgarath, June 15, 2011
    • 5 replies
    • 1.2k views
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    • Guest
    • June 15, 2011

19. Form 5558 Filed Until 9-15-14

    By khn, September 24, 2014
    • 5 replies
    • 951 views
    • 
    • khn
    • September 25, 2014

20. Valuing an Insurance Policy

    By BG5150, July 21, 2016
    • 5 replies
    • 1k views
    • 
    • My 2 cents
    • July 21, 2016

21. Form 5500

    By jala, March 7, 2008
    • 5 replies
    • 1.6k views
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    • JanetM
    • April 4, 2008

22. Reporting Loans on Schedule I

    By Guest MCarey1, May 12, 2004
    • 5 replies
    • 1.5k views
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    • Guest
    • May 19, 2004

23. 5500 filing with Schedule B not required; how to avoid rejected filing

    By AndyH, July 9, 2002
    • 5 replies
    • 1.4k views
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    • Blinky the 3-eyed Fish
    • July 12, 2002

24. Amending 5500's from 2011 thru 2015

    By Deaconmomma, September 22, 2016
    • 5 replies
    • 1.4k views
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    • Deaconmomma
    • September 23, 2016

25. Want to file under DFVCP Program... but Forms 5500C/R were discontinued

    By Moe Howard, January 6, 2009
    • 5 replies
    • 1.7k views
    • 
    • Moe Howard
    • January 9, 2009

26. Uncashed Distribution checks

    By Chippy, September 25, 2014
    • 5 replies
    • 2.1k views
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    • Chippy
    • September 25, 2014

27. Older 5500 EZ instructions

    By Belgarath, March 23, 2016
    • 5 replies
    • 1.4k views
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    • Tom Poje
    • January 5, 2017

28. Filings requirement for sole proprieter who owns a separate LLC

    By R. Butler, August 30, 2005
    • 5 replies
    • 1.6k views
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    • R. Butler
    • August 31, 2005

29. Schedule T

    By Guest RS Vatalaro, February 20, 2003
    • 5 replies
    • 1.4k views
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    • jaemmons
    • March 10, 2003

30. Delinquent Filer Program

    By Guest Scarlet Knight, March 16, 2010
    • 5 replies
    • 2k views
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    • Guest
    • March 17, 2010

31. 2011 IFile

    By 12AX7, August 25, 2011
    • 5 replies
    • 1.4k views
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    • chc93
    • September 1, 2011

32. "Late" 5500 for acquired company

    By Miner88, March 10, 2008
    • 5 replies
    • 2.1k views
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    • RCK
    • March 21, 2008

33. Filed 5500EZ by mistake last year

    By nsfpsp, February 20, 2023
    • 5 replies
    • 897 views
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    • WDIK
    • February 23, 2023

34. Form 5500 Line 5

    By JButtrick, June 16, 2004
    • 5 replies
    • 2.3k views
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    • E as in ERISA
    • June 16, 2004

35. Stop 5500-EZ?

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

36. DFVC Program after late filed 5500

    By MarkS, July 19, 2023
    • 5 replies
    • 1.8k views
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    • thepensionmaven
    • July 21, 2023

37. Form 5500-SF signature

    By puzzledbypensions, July 25, 2016   

    • 5500 signature
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • July 25, 2016

38. Service Providers Defined

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

39. New PTIN Requirement

    By Andy the Actuary, October 1, 2010
    • 5 replies
    • 2.2k views
    • 
    • BeanCounterBlues
    • October 14, 2010

40. First time form 5500-EZ questions

    By Guest spope3, July 6, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • July 6, 2006

41. Form 5500-SF Line 8e

    By steve45, January 22, 2022
    • 5 replies
    • 1.2k views
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    • BG5150
    • February 11, 2022

42. Duty to Revise Summary Annual Report (SAR)?

    By MWeddell, February 23, 2001
    • 5 replies
    • 4k views
    • 
    • MWeddell
    • March 8, 2001

43. Catch-Ups as opposed to elective deferrals, 414(v), voluntary elective deferrals as opposed to elective deferrals

    By Guest Enda80, April 7, 2008
    • 5 replies
    • 1.7k views
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    • Bill Presson
    • April 8, 2008

44. Past 5500 filings

    By Larry Grudzien, August 4, 2025
    • 5 replies
    • 2.3k views
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    • fmsinc
    • August 6, 2025

45. fidelity bond & new plans

    By TPApril, September 23, 2021
    • 5 replies
    • 1.2k views
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    • RatherBeGolfing
    • September 24, 2021

46. change in actuary

    By Guest mcfeldman, July 3, 2007
    • 5 replies
    • 2.6k views
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    • david rigby
    • July 6, 2007

47. terminating plan and participant count

    By Chippy, August 14, 2014
    • 5 replies
    • 1.4k views
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    • Tom Poje
    • August 25, 2014

48. When to file final 5500 if all Participants have been paid but employe

    By Guest Powers, May 22, 2001
    • 5 replies
    • 2.1k views
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    • david rigby
    • September 20, 2001

49. Form 5500 deadline

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

50. Form 5500 requirements for startup plan with no contributions (Cash Basis)

    By Guest JasonElliott, August 8, 2005
    • 5 replies
    • 1.6k views
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    • JanetM
    • August 11, 2005