Form 5500

3,288 topics in this forum

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

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

2. Form 5500 Schedule H

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

3. Form 5500 Schedule H

   By pitkofsky, April 20, 2016
   • 1 reply
   • 1.1k views
   • 
   • TPAMan
   • April 20, 2016

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

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

5. Federal Tax Withholding on Form 5500 Schedule H

   By pitkofsky, April 12, 2016   

   • Form 5500
   • 2 replies
   • 1.4k views
   • 
   • My 2 cents
   • April 14, 2016

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

   By mm57451, April 12, 2016
   • 1 reply
   • 1.2k views
   • 
   • My 2 cents
   • April 14, 2016

7. 5500 Due Date for 6/30/2015 plan year

   By austin3515, April 13, 2016
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • April 13, 2016

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

   By Tom Poje, April 1, 2016
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • April 6, 2016

9. Controlled Group Form 5500-EZ?

   By DPSRich, April 1, 2016
   • 2 replies
   • 1.6k views
   • 
   • DPSRich
   • April 1, 2016

10. Schedule C/Schedule A conundrum

    By pmacduff, March 24, 2016
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • March 28, 2016

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

    By smit1970, March 16, 2016   

    • 5500
    • 403(b)
    • 2 replies
    • 1.6k views
    • 
    • smit1970
    • March 17, 2016

12. 5500 reporting of self-directed brokerage account assets

    By pitkofsky, March 16, 2016
    • 0 replies
    • 1.9k views
    • 
    • pitkofsky
    • March 16, 2016

13. reporting of stock dividends on form 5500 schedule h

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

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

    By PainPA, March 9, 2016
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • March 9, 2016

15. 5500 Schedule H detailed instructions

    By pitkofsky, March 8, 2016   

    • Form 5500
    • 2 replies
    • 1.5k views
    • 
    • pitkofsky
    • March 8, 2016

16. Where Can I Find Total Health Insurance Benefits Paid

    By plesq, March 7, 2016   

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

17. complinace questions

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

18. audit needed no longer

    By JKW, February 11, 2016
    • 3 replies
    • 1.3k views
    • 
    • JKW
    • February 25, 2016

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

    By BG5150, February 18, 2016
    • 10 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 19, 2016

20. Welfare plans switch to a "wrap" document

    By Belgarath, February 15, 2016
    • 1 reply
    • 1.2k views
    • 
    • Bill Presson
    • February 15, 2016

21. schedule H-individual brokerage accounts

    By Draper55, February 5, 2016
    • 4 replies
    • 1.4k views
    • 
    • Draper55
    • February 9, 2016

22. 5500 Signed by client's CPA

    By Belgarath, December 2, 2015
    • 7 replies
    • 2.8k views
    • 
    • SSSCCH
    • February 2, 2016

23. 3(16) Signing 5500

    By SSSCCH, January 29, 2016
    • 9 replies
    • 2.8k views
    • 
    • BG5150
    • February 2, 2016

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

    By D Syrett, January 28, 2016
    • 4 replies
    • 1.3k views
    • 
    • D Syrett
    • January 28, 2016

25. SSA / FIRE Down

    By austin3515, January 7, 2016
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 22, 2016

26. welfare plans upon reaching 100

    By TPApril, May 30, 2012
    • 6 replies
    • 3k views
    • 
    • TPApril
    • January 11, 2016

27. Schedule C disclosure needed?

    By bzorc, January 5, 2016
    • 4 replies
    • 3k views
    • 
    • bzorc
    • January 8, 2016

28. Distribution Fees on 5500

    By BG5150, December 31, 2015
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • December 31, 2015

29. compliance questions will be optional for 2015

    By Tom Poje, December 7, 2015
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • December 30, 2015

30. audit nightmare

    By K2retire, December 18, 2015
    • 10 replies
    • 2.2k views
    • 
    • EPCRSGuru
    • December 19, 2015

31. Participant count for terminated 401(k) plan

    By jkharvey, December 9, 2015
    • 4 replies
    • 2k views
    • 
    • Bill Presson
    • December 10, 2015

32. 401k Plan w/ Life Insurance Policies

    By austin3515, December 9, 2015
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • December 9, 2015

33. plans for extra month extension repelaed

    By Tom Poje, December 7, 2015
    • 4 replies
    • 1.6k views
    • 
    • Doghouse
    • December 7, 2015

34. Scheduled IRS FIRE system outage - no paper filings?

    By mandmeickhoff@msn.com, November 30, 2015   

    • 8955-SSA
    • FIRE
    • 4 replies
    • 2k views
    • 
    • My 2 cents
    • December 3, 2015

35. sb versus sf participant count

    By Draper55, November 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • Draper55
    • November 25, 2015

36. Final 5500 - company bankrupt

    By Lou S., November 24, 2015
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • November 24, 2015

37. Amend 5330 when no corrective distributions paid???

    By sam2012, November 18, 2015
    • 2 replies
    • 1.3k views
    • 
    • sam2012
    • November 19, 2015

38. DOL Notices

    By BG5150, November 13, 2015
    • 8 replies
    • 2k views
    • 
    • Calavera
    • November 16, 2015

39. 2015 5500-EZ

    By goldtpa, November 5, 2015
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 6, 2015

40. When is it too late for DFVC?

    By Bird, November 5, 2015
    • 5 replies
    • 3k views
    • 
    • hr for me
    • November 5, 2015

41. 5500 (welfare plan) didn't need to be filed

    By TPApril, October 30, 2015   

    • can it be removed?
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 2, 2015

42. ESOP and Form 5500 Schedule H

    By BeccaERISA, October 30, 2015   

    • ESOP
    • Form 5500
    • (and 2 more)

      Tagged with:

      • ESOP
      • Form 5500
      • leveraged
      • Schedule I
    • 3 replies
    • 2.3k views
    • 
    • BeccaERISA
    • October 30, 2015

43. SSA Letter About Potential Retirement Benefits

    By austin3515, October 29, 2015
    • 8 replies
    • 2.1k views
    • 
    • ESOP Guy
    • October 30, 2015

44. Forgot to file 5500-EZ for solo 401k plan!

    By Francis, October 10, 2015
    • 3 replies
    • 2.7k views
    • 
    • Jim Chad
    • October 28, 2015

45. Prohibited Transactions

    By JCK535, October 22, 2015
    • 1 reply
    • 1.6k views
    • 
    • Andy the Actuary
    • October 23, 2015

46. Master Trust Final 5500 Filing

    By jenny.paulson, October 21, 2015   

    • Master Trust
    • 5500
    • 2 replies
    • 2.5k views
    • 
    • jenny.paulson
    • October 22, 2015

47. 5500 small plan audit due to plan merger?

    By Belgarath, October 21, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 21, 2015

48. First Filing for Form 5500

    By jmawhi76, October 15, 2015   

    • 5500
    • 5500-SF
    • (and 2 more)

      Tagged with:

      • 5500
      • 5500-SF
      • schedule A
      • schedule I
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • October 15, 2015

49. Correcting inaccurate 5500

    By BW, October 15, 2015
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • October 15, 2015

50. Can an ERISA plan become non-ERISA?

    By Flyboyjohn, October 14, 2015
    • 6 replies
    • 2.4k views
    • 
    • BG5150
    • October 15, 2015