Form 5500

3,272 topics in this forum

1. compliance questions will be optional for 2015

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

2. plans for extra month extension repelaed

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

3. 5500 Signed by client's CPA

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

4. 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

5. sb versus sf participant count

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

6. Final 5500 - company bankrupt

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

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

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

8. DOL Notices

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

9. 2015 5500-EZ

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

10. When is it too late for DFVC?

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

11. 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

12. 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

13. SSA Letter About Potential Retirement Benefits

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

14. Prohibited Transactions

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

15. 5500 small plan audit due to plan merger?

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

16. Master Trust Final 5500 Filing

    By jenny.paulson, October 21, 2015   

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

17. 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

18. Correcting inaccurate 5500

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

19. Expenses for Real Estate

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

20. 80-120 Rule

    By coleboy, October 14, 2015
    • 9 replies
    • 2.6k views
    • 
    • Andrea
    • February 19, 2020

21. Can an ERISA plan become non-ERISA?

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

22. Church Plan

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

23. REIT on a 5500

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

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

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

25. 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

26. money purchase plan and 1st 5500

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

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

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

28. February plan termination

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

29. instruction (changes) for 2015 5500-EZ

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

30. Form 5500-SF for EZ plans

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

31. 8955-SSA & a rehire

    By doombuggy, October 2, 2015   

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

32. 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

33. 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

34. 401k plan holds mortgage for owner residence

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

35. Plan Sponsor/Audit

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

36. Audit For New Plan

    By austin3515, September 23, 2015
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • September 23, 2015

37. 5500-SF and insurance

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

38. 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

39. Fidelity Bonds, dates, retroactive & 5500

    By TPApril, September 15, 2015
    • 0 replies
    • 1.3k views
    • 
    • TPApril
    • September 15, 2015

40. What consequences result from a CPA's adverse opinion on a plan's financial statements?

    By Peter Gulia, September 11, 2015   

    • audit
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • September 13, 2015

41. Spin Off Plan 5500 EIN

    By JulieAG, September 11, 2015
    • 0 replies
    • 962 views
    • 
    • JulieAG
    • September 11, 2015

42. Schedule C and negative direct fees

    By TPApril, September 10, 2015
    • 0 replies
    • 935 views
    • 
    • TPApril
    • September 10, 2015

43. Extension Denials

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

44. New Plan Audit Requirement for Large Plan status

    By Pammie57, September 4, 2015
    • 3 replies
    • 964 views
    • 
    • Pammie57
    • September 4, 2015

45. Schedule C

    By 52626, September 3, 2015
    • 10 replies
    • 3k views
    • 
    • Andy the Actuary
    • September 4, 2015

46. Schedule A and Form 5500-SF or 5500?

    By Pammie57, August 31, 2015
    • 1 reply
    • 1k views
    • 
    • BG5150
    • August 31, 2015

47. draft 2015 5500EZ

    By Tom Poje, August 27, 2015
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 9, 2015

48. terminated plan/continuing employer--how to count participants

    By jjaatirs, August 26, 2015
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • August 27, 2015

49. 5500EZ eligibility/missed return notice

    By Draper55, August 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • August 26, 2015

50. terminated plan and recovery 3 years later

    By DPL, August 21, 2015
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • August 24, 2015