Form 5500

3,277 topics in this forum

1. filing late 5500-EZ - online or hard copy?

   By Santo Gold, October 16, 2013
   • 5 replies
   • 2.6k views
   • 
   • Santo Gold
   • October 17, 2013

2. Changing the name of the plan- what do I do?

   By Guest bdm_7458, November 18, 2008
   • 5 replies
   • 1.9k views
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   • Lori Friedman
   • November 20, 2008

3. summary annual report

   By Guest George Chimento, August 4, 2009
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • August 10, 2009

4. Plan Characteristic Code 2A

   By 401_noob, May 1, 2018   

   • 5500
   • 5 replies
   • 1.8k views
   • 
   • 401_noob
   • May 2, 2018

5. 2000 SAR

   By Guest Connie Beam, May 22, 2001
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • May 30, 2001

6. Form 5500 Training

   By Guest kabmaxx, June 18, 2001
   • 5 replies
   • 3.9k views
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   • Theresa Lynn
   • June 20, 2001

7. Penalty abatement

   By Bird, October 24, 2019
   • 5 replies
   • 1.7k views
   • 
   • Bird
   • October 28, 2019

8. 5500 Preparer's Manual

   By R. Butler, May 29, 2003
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • May 30, 2003

9. Plan has 6 trustees; they won't all fit in the space provided on the S

   By Richard Anderson, July 28, 2000
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • July 30, 2000

10. 5500-EZ line 10g - "net income received by the plan for the year&

    By Dave Baker, July 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • September 1, 2004

11. Final 5500 - Citation?

    By ERISAAPPLE, June 21, 2018
    • 5 replies
    • 768 views
    • 
    • Mike Preston
    • June 25, 2018

12. 5500 Schedule D

    By PhilB, May 31, 2002
    • 5 replies
    • 4.1k views
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    • PhilB
    • June 5, 2002

13. No 5500 filed since plan inception

    By Moe Howard, October 23, 2008
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 10, 2008

14. 5500 Processing

    By Guest MississippiTPAgal, May 16, 2011
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2011

15. SChedule C

    By MBCarey, August 10, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

16. IRS botches it yet again

    By Belgarath, December 5, 2016
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 5, 2016

17. EFAST (second generation) / mandatory E FILE start date

    By BeanCounterBlues, April 10, 2009
    • 5 replies
    • 2.1k views
    • 
    • mwyatt
    • April 15, 2009

18. Unfiling Final 5500?

    By BTG, June 4, 2021
    • 5 replies
    • 1.3k views
    • 
    • BTG
    • June 4, 2021

19. Audit required in 1st year of plan?

    By John A, July 30, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • August 1, 2001

20. PEO and open MEP?

    By cdavis25, January 29, 2014
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • May 15, 2014

21. Schedule SSA question

    By Belgarath, July 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • July 15, 2005

22. Foreign Taxes

    By Jilliandiz, July 12, 2006
    • 5 replies
    • 2k views
    • 
    • wsp
    • July 12, 2006

23. Plan year end is last Friday of December - no 5500 on 2021 form

    By Trisports, June 7, 2021   

    • 5500
    • 5 replies
    • 921 views
    • 
    • ESOP Guy
    • June 8, 2021

24. Guidance on 5500 Audit

    By Guest Rudy102, October 22, 2002
    • 5 replies
    • 1.7k views
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    • bzorc
    • October 31, 2002

25. And the hits just keep on coming...

    By Belgarath, October 7, 2010
    • 5 replies
    • 1.5k views
    • 
    • BeanCounterBlues
    • October 14, 2010

26. Fact or Fiction?

    By bzorc, October 7, 2010
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • October 7, 2010

27. Under $100,000 Exemption...

    By Guest RONNIE WASEL, September 16, 2002
    • 5 replies
    • 2.1k views
    • 
    • jaemmons
    • September 23, 2002

28. Schedule H in 2008, what is required in 2009

    By cpc0506, August 9, 2010
    • 5 replies
    • 1.2k views
    • 
    • cpc0506
    • August 10, 2010

29. 5500 EZ IDA Extension and received late penalty

    By SSRRS, August 30, 2022
    • 5 replies
    • 976 views
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    • SSRRS
    • September 9, 2022

30. Late Deferral Notice

    By Below Ground, June 10, 2009
    • 5 replies
    • 1.8k views
    • 
    • Below Ground
    • July 23, 2009

31. TPA Firm Obtaining Signer Credentials on Behalf of the Plan

    By Guest richardmurray, June 16, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2010

32. New York FEMA extension Through February 15th

    By thepensionmaven, February 4, 2022
    • 5 replies
    • 659 views
    • 
    • Zimkap
    • February 9, 2022

33. Sched I Line 4d non-exempt transactions

    By goldtpa, September 7, 2005
    • 5 replies
    • 2.3k views
    • 
    • goldtpa
    • September 8, 2005

34. Archive Link

    By Guest Robin Hopkins, June 28, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • July 10, 2000

35. Section 125 Plan Filing

    By Guest moseelig, July 15, 2005
    • 5 replies
    • 2.6k views
    • 
    • 401 Chaos
    • July 15, 2005

36. Participant count question

    By gle318612, September 5, 2008
    • 5 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2009

37. SAR for final 5500

    By Guest Ray Williams, July 5, 2000
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • August 10, 2000

38. Any Hurricane Extensions?

    By austin3515, October 11, 2016
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • October 12, 2016

39. Correcting prior errors?

    By Guest Dick Boever, August 27, 2000
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • September 21, 2000

40. Do we need a Schedule B?

    By ERISAAPPLE, March 19, 2018
    • 5 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • March 20, 2018

41. efast2 not showing filing

    By TPApril, August 1, 2011
    • 5 replies
    • 3.1k views
    • 
    • Dinosaur
    • August 9, 2011

42. Amended 5500

    By Ervin Barham, August 22, 2001
    • 5 replies
    • 2.2k views
    • 
    • Kristina
    • August 24, 2001

43. Form 5500-EZ

    By SMB, June 16, 2010
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • June 17, 2010

44. Final 5500 - extension?

    By doombuggy, October 8, 2010
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • October 14, 2010

45. 5500 Plan Characteristics

    By Guest BUG, October 3, 2012
    • 5 replies
    • 3.8k views
    • 
    • Tom Poje
    • October 18, 2012

46. Small Plan Audit Waiver

    By RDY2RTR, January 30, 2017
    • 5 replies
    • 2k views
    • 
    • RatherBeGolfing
    • February 28, 2017

47. Form 8822-B

    By Bird, December 26, 2019
    • 5 replies
    • 3.4k views
    • 
    • digger
    • February 14, 2020

48. Schedule H, line 4a - maximum time period - "15th business day&qu

    By John A, May 24, 2001
    • 5 replies
    • 3.3k views
    • 
    • Kristina
    • May 25, 2001

49. Plan no longer subject to ERISA - final 5500?

    By t.haley, December 6, 2021
    • 5 replies
    • 1.4k views
    • 
    • t.haley
    • December 7, 2021

50. Schedule SSA

    By Guest DIGMYDOG, September 11, 2003
    • 4 replies
    • 1k views
    • 
    • WDIK
    • September 11, 2003