Form 5500

3,272 topics in this forum

1. audit needed no longer

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

2. 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

3. Welfare plans switch to a "wrap" document

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

4. schedule H-individual brokerage accounts

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

5. 5500 Signed by client's CPA

   By Belgarath, December 2, 2015
   • 7 replies
   • 2.3k views
   • 
   • SSSCCH
   • February 2, 2016

6. 3(16) Signing 5500

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

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

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

8. SSA / FIRE Down

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

9. welfare plans upon reaching 100

   By TPApril, May 30, 2012
   • 6 replies
   • 2.3k views
   • 
   • TPApril
   • January 11, 2016

10. Schedule C disclosure needed?

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

11. Distribution Fees on 5500

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

12. compliance questions will be optional for 2015

    By Tom Poje, December 7, 2015
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 30, 2015

13. audit nightmare

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

14. Participant count for terminated 401(k) plan

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

15. 401k Plan w/ Life Insurance Policies

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

16. plans for extra month extension repelaed

    By Tom Poje, December 7, 2015
    • 4 replies
    • 1.2k views
    • 
    • Doghouse
    • December 7, 2015

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

    By mandmeickhoff@msn.com, November 30, 2015   

    • 8955-SSA
    • FIRE
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • December 3, 2015

18. sb versus sf participant count

    By Draper55, November 24, 2015
    • 2 replies
    • 1.2k views
    • 
    • Draper55
    • November 25, 2015

19. Final 5500 - company bankrupt

    By Lou S., November 24, 2015
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • November 24, 2015

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

    By sam2012, November 18, 2015
    • 2 replies
    • 1.1k views
    • 
    • sam2012
    • November 19, 2015

21. DOL Notices

    By BG5150, November 13, 2015
    • 8 replies
    • 1.7k views
    • 
    • Calavera
    • November 16, 2015

22. 2015 5500-EZ

    By goldtpa, November 5, 2015
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 6, 2015

23. When is it too late for DFVC?

    By Bird, November 5, 2015
    • 5 replies
    • 2.4k views
    • 
    • hr for me
    • November 5, 2015

24. 5500 (welfare plan) didn't need to be filed

    By TPApril, October 30, 2015   

    • can it be removed?
    • 2 replies
    • 1k views
    • 
    • Bill Presson
    • November 2, 2015

25. 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
    • 1.8k views
    • 
    • BeccaERISA
    • October 30, 2015

26. SSA Letter About Potential Retirement Benefits

    By austin3515, October 29, 2015
    • 8 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 30, 2015

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

    By Francis, October 10, 2015
    • 3 replies
    • 2.4k views
    • 
    • Jim Chad
    • October 28, 2015

28. Prohibited Transactions

    By JCK535, October 22, 2015
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • October 23, 2015

29. Master Trust Final 5500 Filing

    By jenny.paulson, October 21, 2015   

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

30. 5500 small plan audit due to plan merger?

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

31. 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
    • 1.2k views
    • 
    • Lou S.
    • October 15, 2015

32. Correcting inaccurate 5500

    By BW, October 15, 2015
    • 1 reply
    • 943 views
    • 
    • BG5150
    • October 15, 2015

33. Can an ERISA plan become non-ERISA?

    By Flyboyjohn, October 14, 2015
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • October 15, 2015

34. Expenses for Real Estate

    By austin3515, October 14, 2015
    • 0 replies
    • 669 views
    • 
    • austin3515
    • October 14, 2015

35. Church Plan

    By nancy, October 14, 2015
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • October 14, 2015

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

    By NJ Mike, October 6, 2015
    • 15 replies
    • 2.3k views
    • 
    • BG5150
    • October 14, 2015

37. Auditor reporting of corrective distributions

    By PLAN MAN, October 9, 2015   

    • Schedule H
    • corrective distributions
    • (and 1 more)

      Tagged with:

      • Schedule H
      • corrective distributions
      • line 2f
    • 10 replies
    • 7.9k views
    • 
    • ESOP Guy
    • October 13, 2015

38. REIT on a 5500

    By austin3515, October 13, 2015
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • October 13, 2015

39. money purchase plan and 1st 5500

    By JKW, October 6, 2015
    • 7 replies
    • 967 views
    • 
    • ESOP Guy
    • October 6, 2015

40. 401k plan holds mortgage for owner residence

    By TPApril, September 28, 2015
    • 8 replies
    • 1.2k views
    • 
    • jpod
    • October 6, 2015

41. Form 5500-SF for EZ plans

    By TPApril, October 3, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • October 6, 2015

42. instruction (changes) for 2015 5500-EZ

    By Tom Poje, October 5, 2015
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • October 5, 2015

43. February plan termination

    By R. Butler, October 5, 2015
    • 2 replies
    • 815 views
    • 
    • R. Butler
    • October 5, 2015

44. 8955-SSA & a rehire

    By doombuggy, October 2, 2015   

    • Form 8955-SSA
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 5, 2015

45. Tax Relief for Storm Victims - Form 5500

    By pcbenefits007, October 1, 2015   

    • Texas
    • tax relief
    • (and 1 more)

      Tagged with:

      • Texas
      • tax relief
      • form 5500 2007-56
    • 0 replies
    • 1.1k views
    • 
    • pcbenefits007
    • October 1, 2015

46. Form 5330 - Late ADP Excess But Assets Already Distributed

    By jgb44, September 30, 2015   

    • 5330
    • ADP Excess
    • (and 2 more)

      Tagged with:

      • 5330
      • ADP Excess
      • Late Distribution
      • Form 5330
    • 2 replies
    • 1.4k views
    • 
    • jgb44
    • September 30, 2015

47. Schedule C Requirement

    By Vlad401k, June 2, 2015
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 29, 2015

48. Plan Sponsor/Audit

    By jethrasher2, September 25, 2015
    • 11 replies
    • 1.9k views
    • 
    • MoJo
    • September 28, 2015

49. Extension Denials

    By Earl, September 9, 2015
    • 3 replies
    • 1.3k views
    • 
    • Earl
    • September 25, 2015

50. 5500-SF and insurance

    By ratherbereading, September 23, 2015
    • 2 replies
    • 1.2k views
    • 
    • ratherbereading
    • September 24, 2015