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Form 5500

3,277 topics in this forum

  1. calendar year plan, fiscal year taxpayer

    By R. Butler,
    • 1 reply
    • 1.3k views

  2. Can 5500-EZ be filed now that only the owner is participant?

    By Beltane,   
    • 1 reply
    • 1k views

  3. Can a new plan be a large plan?

    By JButtrick,
    • 2 replies
    • 1.7k views

  4. Can a non officer, non owner manager sign 5500?

    By Guest JimChad,
    • 1 reply
    • 1.8k views

  5. Can a non-US citizen sign the 5500?

    By AlbanyConsultant,
    • 9 replies
    • 998 views

  6. Can a Plan's Tax ID be found on the internet?

    By RayJJohnsonJr,
    • 12 replies
    • 2.4k views

  7. Can an ERISA plan become non-ERISA?

    By Flyboyjohn,
    • 6 replies
    • 1.9k views

  8. Can an ERISA plan become non-ERISA?

    By Flyboyjohn,
    • 4 replies
    • 1.4k views

  9. Can DFVC be elected on an amended 5500?

    By Flyboyjohn,
    • 2 replies
    • 992 views

  10. Can final 5500 be filed while Form 5310 application is pending?

    By Guest tm3333,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  11. Can I file 5500 instead of 5500EZ?

    By AKconsult,
    • 6 replies
    • 1.9k views

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

    By Jakyasar,
    • 5 replies
    • 1.5k views

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

    By D Syrett,
    • 4 replies
    • 901 views

  14. Can I use "cash basis" on small plan's Form 5500 Sch I

    By Guest Moe Howard2,
    • 3 replies
    • 1.5k views

  15. Can money purchase plan contributions be reported on a cash basis on S

    By John A,
    • 1 reply
    • 1.6k views

  16. Can one report a plan on an accrual basis while one reports a 1040 on a cash basis?

    By Guest Enda80,
    • 1 reply
    • 1.8k views

  17. Can separate welfare plans file one Form 5500?

    By Guest benefitsdude6,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  18. Can the assets held in participant-directed brokerage accounts be combined into a single asset on the financial statements as well as the Form 5500?

    By Lori Foresz,
    • 6 replies
    • 3.8k views
    • Guest
    • Guest

  19. Can the independent qualified public accountant's report be issued as

    By Guest RMM,
    • 2 replies
    • 4k views
    • Guest
    • Guest

  20. can they file 5500-EZ?

    By dmb,
    • 7 replies
    • 1.4k views

  21. Can this plan FILE with an SF?

    By SSRRS,
    • 3 replies
    • 517 views

  22. Can you change from 5500-SF to 5500-EZ for final filing

    By R. Butler,
    • 2 replies
    • 832 views

  23. Can you check both "Trust" and "General Assets" on line 9?

    By Bug on my window,   
    • 3 replies
    • 811 views

  24. Can you withdraw both insurance costs and premiums paid tax free from

    By Guest david e. g. roberts,
    • 1 reply
    • 1.4k views

  25. Can't get all info needed for audit

    By Jim Chad,
    • 4 replies
    • 1.3k views

  26. Cancel bond a reportable transaction?

    By ombskid,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  27. Cannot locate 98 5500-EZ - what to do?

    By Guest MEGary,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  28. Cash or Accrual filing

    By Nancy D,
    • 6 replies
    • 3.5k views

  29. cash to acccrued basis for 1st 5500's

    By TPApril,
    • 9 replies
    • 849 views
    • Bird
    • Bird

  30. Cash Value of Insurance on 5500

    By KateSmithPA,
    • 5 replies
    • 4.3k views

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

    By Guest Enda80,
    • 5 replies
    • 1.7k views

  32. CD's and checking accounts not qualified plan assets?

    By AlbanyConsultant,
    • 1 reply
    • 2.2k views

  33. CDSC Charges

    By Guest CAP,
    • 1 reply
    • 1.2k views

  34. Certification: 29 C.F.R. 2520.103-5

    By Guest richez,
    • 2 replies
    • 3.1k views

  35. Certified Audit Question

    By bzorc,
    • 3 replies
    • 1.7k views

  36. Change EOY Plan to BOY Plan

    By jkdoll2,
    • 2 replies
    • 1.5k views

  37. change in actuary

    By Guest mcfeldman,
    • 5 replies
    • 2.6k views

  38. Change in Control 5500?

    By Guest LVanSteeter,
    • 3 replies
    • 1.5k views

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

    By mandmeickhoff@msn.com,   
    • 4 replies
    • 3.2k views

  40. Change in Plan sponsorship

    By Benefits Vet,
    • 3 replies
    • 719 views

  41. Change of accounting method

    By Guest Sieve,
    • 2 replies
    • 3.2k views

  42. Change of Plan Sponsor - Filing Extension

    By oriecat,
    • 0 replies
    • 1.6k views

  43. change of sponsorship

    By thepensionmaven,
    • 1 reply
    • 784 views

  44. Change to Co. Name/Plan Name/EIN mid-year

    By Guest jusducki,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  45. changes to form 5500 for 2014

    By Tom Poje,
    • 8 replies
    • 2.6k views

  46. Changing Custodians

    By Guest jpw,
    • 2 replies
    • 2.1k views

  47. Changing EIN'

    By austin3515,
    • 13 replies
    • 2.1k views

  48. changing employer name that appears on form 945

    By maverick,
    • 1 reply
    • 1k views

  49. Changing Filing Type on 5500

    By oriecat,
    • 0 replies
    • 938 views

  50. Changing from Cash to Accrual Basis on Forms

    By BG5150,
    • 6 replies
    • 5.1k views
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