Form 5500

3,277 topics in this forum

1. Participant count for frozen 401(k) plan?

   By John A, August 31, 2001
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • September 5, 2001

2. Form 5500 Number Participants

   By Guest 401kproman, March 28, 2002
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • March 28, 2002

3. IRS Fine for late 5500 filing

   By Cathy from Chicago, July 23, 2002
   • 1 reply
   • 2.2k views
   • 
   • Fredman
   • July 24, 2002

4. Required SAR filing?

   By Guest Alison Hetrick, May 31, 2000
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • May 31, 2000

5. Large to small plan filing

   By SusanKD, February 11, 2011
   • 2 replies
   • 2.2k views
   • 
   • Andy the Actuary
   • February 11, 2011

6. No auditor's report was filed with 5500 and Schedule H

   By Guest jharrel, April 19, 2004
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • April 20, 2004

7. Do I need to file?

   By pixmax, June 26, 2009
   • 9 replies
   • 2.2k views
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   • pixmax
   • June 26, 2009

8. Audited Financials - 1st year required

   By Guest gymdacpa, October 3, 2007
   • 2 replies
   • 2.2k views
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   • bzorc
   • October 10, 2007

9. Accounting Method

   By RDY2RTR, June 26, 2008
   • 2 replies
   • 2.2k views
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   • Guest
   • July 1, 2008

10. 2009 5500-EZ and EFAST2

    By goldtpa, February 3, 2010
    • 8 replies
    • 2.2k views
    • 
    • four01kman
    • February 4, 2010

11. Small Plan Audit Requirement

    By bdeancpa, March 23, 2002
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • June 5, 2002

12. Where indicate for a 401(m) or 401(a) contribution?

    By John A, June 29, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dawn Hafner
    • June 29, 2000

13. Reportable Transaction? - Bond Maturing

    By Guest Pat Metallic, April 27, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 28, 2006

14. Eligibility credits on the 5500s?

    By Guest michaelv, October 11, 2005
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 11, 2005

15. 5500EZ to a 5500

    By Guest lindamichals, October 4, 2007
    • 3 replies
    • 2.2k views
    • 
    • WDIK
    • November 12, 2007

16. Schedule C with or without Schedule H

    By Guest anagpal, June 9, 2005
    • 7 replies
    • 2.2k views
    • 
    • JanetM
    • June 10, 2005

17. Filing under the wrong Plan No

    By pixmax, August 27, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 25, 2009

18. New PTIN Requirement

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

19. New Schedule R - skip line 3, or not (for a profit-sharing plan)?

    By Guest CGBS, June 28, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 12, 2000

20. Welfare plan 5500, 100 participant threshold

    By movedon, July 27, 2009
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 16, 2009

21. reporting defaulted loan

    By thepensionmaven, May 12, 2020
    • 2 replies
    • 2.2k views
    • 
    • thepensionmaven
    • May 12, 2020

22. PDF versions of Pre-1999 Form 5500 and Instructions

    By Guest Fred Benefits, August 29, 2000
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 29, 2000

23. Schedule A Insurance in a 401(k) Plan

    By Guest Frank Jackson, July 21, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 28, 2000

24. Schedule R

    By nancy, July 11, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 16, 2000

25. DOL Request for Plan's IQPA Workpapers

    By 401 Chaos, July 22, 2005
    • 2 replies
    • 2.2k views
    • 
    • 401 Chaos
    • July 28, 2005

26. Real estate expenses

    By austin3515, November 15, 2014
    • 7 replies
    • 2.2k views
    • 
    • austin3515
    • November 17, 2014

27. DFVC and Form 5500 EZ

    By Guest jigpsu100, October 10, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 10, 2005

28. 5500's for Indian Tribes

    By Guest tectulsa, April 20, 2005
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • April 25, 2005

29. Last Year's Ending Balance Wrong

    By KateSmithPA, November 30, 2001
    • 4 replies
    • 2.2k views
    • 
    • KateSmithPA
    • November 30, 2001

30. ha ha ha. plan now. the 2016 forms aren't due until 11/15/2017

    By Tom Poje, September 16, 2015
    • 14 replies
    • 2.2k views
    • 
    • TPApril
    • March 11, 2017

31. On Schedule H, If the auditors are preparing a limited scope audit, do

    By Guest MPITTS, August 21, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 22, 2000

32. Internet website for looking up EIN's (other than freeerisa.com)?

    By maverick, February 11, 2004
    • 2 replies
    • 2.2k views
    • 
    • Theresa Lynn
    • February 25, 2004

33. Schedule of Reportable Transactions necessary?

    By Guest dmcmanus, October 21, 2004
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • October 27, 2004

34. Shedule H 4(i)

    By kmciver, May 1, 2003
    • 4 replies
    • 2.2k views
    • 
    • Fredman
    • May 5, 2003

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

    By AlbanyConsultant, October 19, 2005
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • October 19, 2005

36. Is an audit required?

    By emmetttrudy, June 8, 2009
    • 8 replies
    • 2.2k views
    • 
    • david rigby
    • February 12, 2010

37. Large Plan Audits

    By T.J. Orr, July 10, 2002
    • 3 replies
    • 2.2k views
    • 
    • JohnCheek
    • July 16, 2002

38. Master Trust?

    By Richard Anderson, September 6, 2001
    • 4 replies
    • 2.2k views
    • 
    • Kristina
    • September 17, 2001

39. 5500 for new profit sharing plan with no money?

    By R. Butler, September 8, 2000
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 14, 2000

40. Loan defaults - to report on Sch. H & G?

    By Guest Trirod, July 18, 2002
    • 1 reply
    • 2.2k views
    • 
    • JohnCheek
    • July 19, 2002

41. Keogh close Form 5500

    By Guest Small Business Owner, April 27, 2012
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 28, 2012

42. Form 5500 never filed

    By nancy, March 23, 2017
    • 12 replies
    • 2.1k views
    • 
    • benconsulting
    • March 25, 2017

43. When will MEPs start filing separate 5500s?

    By Flyboyjohn, March 13, 2013
    • 4 replies
    • 2.1k views
    • 
    • Flyboyjohn
    • March 14, 2013

44. fidelity bond w/inflation guard

    By TPApril, May 25, 2022
    • 6 replies
    • 2.1k views
    • 
    • Bri
    • May 26, 2022

45. Master Trust Final 5500 Filing

    By jenny.paulson, October 21, 2015   

    • Master Trust
    • 5500
    • 2 replies
    • 2.1k views
    • 
    • jenny.paulson
    • October 22, 2015

46. 2010 5500ez

    By Guest MS TPA, November 17, 2010
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • November 17, 2010

47. Filing 8955 SSA on FIRE system

    By Jim Chad, September 29, 2011
    • 7 replies
    • 2.1k views
    • 
    • chc93
    • October 13, 2011

48. Reading 5500's

    By Guest mcarlson, February 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • GBurns
    • February 16, 2006

49. 5500 Attachment Checklist

    By Andy the Actuary, July 18, 2010
    • 2 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • July 21, 2010

50. Schedule R lines 4 & 6

    By Guest Alison Williams, August 10, 2001
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 11, 2003