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Form 5500

3,286 topics in this forum

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

    By jkharvey,
    • 0 replies
    • 758 views

  2. Federal Tax Withholding on Form 5500 Schedule H

    By pitkofsky,   
    • 2 replies
    • 1.3k views

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

    By mm57451,
    • 1 reply
    • 1.1k views

  4. 5500 Due Date for 6/30/2015 plan year

    By austin3515,
    • 3 replies
    • 1k views

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

    By Tom Poje,
    • 2 replies
    • 1.2k views

  6. Controlled Group Form 5500-EZ?

    By DPSRich,
    • 2 replies
    • 1.3k views

  7. Schedule C/Schedule A conundrum

    By pmacduff,
    • 2 replies
    • 1k views

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

    By smit1970,   
    • 2 replies
    • 1.5k views

  9. 5500 reporting of self-directed brokerage account assets

    By pitkofsky,
    • 0 replies
    • 1.8k views

  10. reporting of stock dividends on form 5500 schedule h

    By pitkofsky,
    • 0 replies
    • 720 views

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

    By PainPA,
    • 1 reply
    • 1.5k views

  12. 5500 Schedule H detailed instructions

    By pitkofsky,   
    • 2 replies
    • 1.3k views

  13. Where Can I Find Total Health Insurance Benefits Paid

    By plesq,   
    • 1 reply
    • 803 views

  14. complinace questions

    By Tom Poje,
    • 0 replies
    • 682 views

  15. audit needed no longer

    By JKW,
    • 3 replies
    • 1.1k views
    • JKW
    • JKW

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

    By BG5150,
    • 10 replies
    • 1.5k views

  17. Welfare plans switch to a "wrap" document

    By Belgarath,
    • 1 reply
    • 971 views

  18. schedule H-individual brokerage accounts

    By Draper55,
    • 4 replies
    • 1.2k views

  19. 5500 Signed by client's CPA

    By Belgarath,
    • 7 replies
    • 2.5k views

  20. 3(16) Signing 5500

    By SSSCCH,
    • 9 replies
    • 2.5k views

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

    By D Syrett,
    • 4 replies
    • 996 views

  22. SSA / FIRE Down

    By austin3515,
    • 5 replies
    • 1k views

  23. welfare plans upon reaching 100

    By TPApril,
    • 6 replies
    • 2.7k views

  24. Schedule C disclosure needed?

    By bzorc,
    • 4 replies
    • 2.8k views

  25. Distribution Fees on 5500

    By BG5150,
    • 1 reply
    • 1.1k views

  26. compliance questions will be optional for 2015

    By Tom Poje,
    • 5 replies
    • 1.9k views

  27. audit nightmare

    By K2retire,
    • 10 replies
    • 1.8k views

  28. Participant count for terminated 401(k) plan

    By jkharvey,
    • 4 replies
    • 1.8k views

  29. 401k Plan w/ Life Insurance Policies

    By austin3515,
    • 1 reply
    • 997 views

  30. plans for extra month extension repelaed

    By Tom Poje,
    • 4 replies
    • 1.4k views

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

    By mandmeickhoff@msn.com,   
    • 4 replies
    • 1.8k views

  32. sb versus sf participant count

    By Draper55,
    • 2 replies
    • 1.3k views

  33. Final 5500 - company bankrupt

    By Lou S.,
    • 1 reply
    • 1.2k views

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

    By sam2012,
    • 2 replies
    • 1.1k views

  35. DOL Notices

    By BG5150,
    • 8 replies
    • 1.8k views

  36. 2015 5500-EZ

    By goldtpa,
    • 2 replies
    • 1.7k views

  37. When is it too late for DFVC?

    By Bird,
    • 5 replies
    • 2.6k views

  38. 5500 (welfare plan) didn't need to be filed

    By TPApril,   
    • 2 replies
    • 1.1k views

  39. ESOP and Form 5500 Schedule H

    By BeccaERISA,   
    • 3 replies
    • 2k views

  40. SSA Letter About Potential Retirement Benefits

    By austin3515,
    • 8 replies
    • 1.8k views

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

    By Francis,
    • 3 replies
    • 2.5k views

  42. Prohibited Transactions

    By JCK535,
    • 1 reply
    • 1.4k views

  43. Master Trust Final 5500 Filing

    By jenny.paulson,   
    • 2 replies
    • 2.3k views

  44. 5500 small plan audit due to plan merger?

    By Belgarath,
    • 1 reply
    • 841 views

  45. First Filing for Form 5500

    By jmawhi76,   
    • 1 reply
    • 1.3k views

  46. Correcting inaccurate 5500

    By BW,
    • 1 reply
    • 1k views

  47. Can an ERISA plan become non-ERISA?

    By Flyboyjohn,
    • 6 replies
    • 2.1k views

  48. Expenses for Real Estate

    By austin3515,
    • 0 replies
    • 731 views

  49. Church Plan

    By nancy,
    • 4 replies
    • 1.3k views

  50. Attach Draft of Auditor's Report to 5500 Filing

    By NJ Mike,
    • 15 replies
    • 2.5k views
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