Form 5500

3,272 topics in this forum

1. Incorrect Plan Characteristics codes

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

2. Audit or no audit in initial year

   By legort69, June 9, 2016   

   • large plan 5500 count
   • 17 replies
   • 5.7k views
   • 
   • TPApril
   • June 2, 2017

3. Welfare Plan Form 5500 - Final

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

4. Participant Count Terminated Plan

   By sam2012, June 5, 2016   

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

5. 5500 - plan with real estate

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

6. form 5558

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

7. ARA - I Love these people!

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

8. 8955-SSA Terminated Plan

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

9. Form 5500-EZ Question

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

10. EFAST3 / Revised 5500

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

11. Terminated Actuary/Schedule C

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

12. Schedule C- Relationhip To Employer

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

13. 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

14. Fair value vs contract value

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

15. 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

16. 5500 Inquiry - 9 years later

    By LMOC, April 26, 2016
    • 25 replies
    • 4.1k views
    • 
    • Mike Preston
    • May 24, 2017

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

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

18. Form 5500 Schedule H

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

19. Form 5500 Schedule H

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

20. 5500 is overdue - final notice - CP-406

    By tymesup, April 18, 2016
    • 19 replies
    • 2.3k views
    • 
    • My 2 cents
    • July 22, 2016

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

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

22. 5500 Due Date for 6/30/2015 plan year

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

23. 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

24. 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

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

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

26. Controlled Group Form 5500-EZ?

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

27. Schedule C/Schedule A conundrum

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

28. Older 5500 EZ instructions

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

29. Plan name change

    By Santo Gold, March 18, 2016
    • 37 replies
    • 16.2k views
    • 
    • MrsMacias
    • August 12, 2019

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

    By smit1970, March 16, 2016   

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

31. 5500 reporting of self-directed brokerage account assets

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

32. reporting of stock dividends on form 5500 schedule h

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

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

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

34. 5500 Schedule H detailed instructions

    By pitkofsky, March 8, 2016   

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

35. Where Can I Find Total Health Insurance Benefits Paid

    By plesq, March 7, 2016   

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

36. complinace questions

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

37. IRS: Don't fill out optional question on 5500 for 2015

    By BG5150, February 18, 2016
    • 10 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 19, 2016

38. Welfare plans switch to a "wrap" document

    By Belgarath, February 15, 2016
    • 1 reply
    • 907 views
    • 
    • Bill Presson
    • February 15, 2016

39. audit needed no longer

    By JKW, February 11, 2016
    • 3 replies
    • 1.1k views
    • 
    • JKW
    • February 25, 2016

40. schedule H-individual brokerage accounts

    By Draper55, February 5, 2016
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • February 9, 2016

41. 3(16) Signing 5500

    By SSSCCH, January 29, 2016
    • 9 replies
    • 2.2k views
    • 
    • BG5150
    • February 2, 2016

42. Can I file a 2015 5500EZ under these facts?

    By D Syrett, January 28, 2016
    • 4 replies
    • 884 views
    • 
    • D Syrett
    • January 28, 2016

43. Form 5500-EZ for Partners Plan

    By Doghouse, January 18, 2016
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 25, 2017

44. SSA / FIRE Down

    By austin3515, January 7, 2016
    • 5 replies
    • 945 views
    • 
    • Tom Poje
    • January 22, 2016

45. Schedule C disclosure needed?

    By bzorc, January 5, 2016
    • 4 replies
    • 2.6k views
    • 
    • bzorc
    • January 8, 2016

46. Distribution Fees on 5500

    By BG5150, December 31, 2015
    • 1 reply
    • 1k views
    • 
    • K2retire
    • December 31, 2015

47. audit nightmare

    By K2retire, December 18, 2015
    • 10 replies
    • 1.6k views
    • 
    • EPCRSGuru
    • December 19, 2015

48. 401k Plan w/ Life Insurance Policies

    By austin3515, December 9, 2015
    • 1 reply
    • 928 views
    • 
    • rcline46
    • December 9, 2015

49. Participant count for terminated 401(k) plan

    By jkharvey, December 9, 2015
    • 4 replies
    • 1.7k views
    • 
    • Bill Presson
    • December 10, 2015

50. Check on a Form 5500-EZ

    By emmetttrudy, December 9, 2015
    • 3 replies
    • 6.2k views
    • 
    • NJ Mike
    • July 11, 2017