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Form 5500

3,272 topics in this forum

  1. Changing Plan ID Number On Form 5500

    By Guest EBBeginner,
    • 1 reply
    • 2k views
    • WDIK
    • WDIK

  2. Changing plan, final report?

    By oriecat,
    • 2 replies
    • 993 views

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

    By Guest bdm_7458,
    • 5 replies
    • 1.9k views

  4. Characteristic Code "2K"

    By Guest LWilson,
    • 2 replies
    • 3.9k views

  5. Characteristic Codes - Discontinued Benefit

    By Guest Dea,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  6. Charge for copying 5500

    By MarZDoates,
    • 2 replies
    • 1.6k views

  7. Charges for printed copies of 5500 in SAR--how much?

    By BG5150,
    • 12 replies
    • 2.5k views

  8. Check on a Form 5500-EZ

    By emmetttrudy,
    • 3 replies
    • 6.2k views

  9. Check to see if ex-client filed 5500

    By doombuggy,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  10. Checkbox marked for final return- but it's not.

    By Guest rachd,
    • 1 reply
    • 1.4k views

  11. Child Care - 5500 due

    By Guest jetfaninmn,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  12. Child of owner/5500EZ ok?

    By Guest jusducki,
    • 2 replies
    • 1.5k views

  13. Church Plan

    By nancy,
    • 4 replies
    • 1.2k views

  14. Cite for 5500/plan participant liability

    By Tax Cowboy,
    • 3 replies
    • 647 views

  15. Classification of REIT & Municipal bonds on Schedule H

    By Guest pal107,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  16. Classification on Form 5500 line 7 for Employees who have transferred

    By R. Butler,
    • 1 reply
    • 1.7k views

  17. Client mailed 2019 5500 instead of filing through EFAST - now what?

    By t.haley,
    • 4 replies
    • 985 views

  18. Client Prepared Plan 5500's for 6 years -- had 260 eligible-no audit

    By CharlesLeggette,   
    • 8 replies
    • 1.5k views

  19. Closed MEP Filed Separate 5500s as an "open" MEP

    By Archimage,
    • 1 reply
    • 501 views

  20. COBRA participants and SARs

    By Guest Keith N,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  21. Code 2A on Form 5500

    By jala,   
    • 2 replies
    • 2.7k views

  22. Code 2E if 401(k)/SH Only

    By austin3515,
    • 7 replies
    • 3.7k views

  23. Code 2K required for Safe Harbor Match?

    By BG5150,
    • 10 replies
    • 4k views

  24. code 3B

    By Draper55,
    • 1 reply
    • 4k views

  25. Code 3D - Pre-Approved plan

    By Richard Anderson,
    • 3 replies
    • 2.2k views

  26. Code 3D Pre-approved plans (5500 Pension Feature Code)

    By austin3515,
    • 1 reply
    • 1.2k views

  27. code 3E for prototype on page 2 of 5500

    By Jim Chad,
    • 2 replies
    • 1.1k views

  28. Code 3e on Form 5500

    By Guest chris4013,
    • 1 reply
    • 2.1k views

  29. Code 3H applies to affiliated service group

    By Tom,
    • 1 reply
    • 1.2k views

  30. Code C on 8955-SSA

    By austin3515,
    • 11 replies
    • 2.2k views

  31. Code D / 8955 SSA & Required Participant Notice

    By BeanCounterBlues,
    • 0 replies
    • 1.2k views

  32. collectively bargained plan

    By eilano,
    • 1 reply
    • 1.7k views

  33. Combined 5500 for 403(b) Deferrals and 401(a) Matching

    By Guest Tom:,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  34. Combined SAR for multiple plans?

    By Guest Laura A Anderson,
    • 1 reply
    • 1.3k views

  35. Combined year-end and final 5500 filing

    By KIP KRAUS,
    • 4 replies
    • 1.8k views

  36. Combining FSA and Limited Purpose FSA on 5500?

    By Guest rulesrulesrules,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  37. Combo Plans - Form 5550-SF new questions, Line 14a, Line 14b, and Line 15

    By Jakyasar,
    • 2 replies
    • 1.4k views

  38. Commission Info for Line 10e of Schedule A

    By Gilmore,
    • 8 replies
    • 1.7k views

  39. company ceases operations 5500s not filed

    By Guest padmin,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  40. Company Health Insurance - Not A Plan Asset

    By Alex Daisy,
    • 2 replies
    • 926 views
    • Guest
    • Guest

  41. company leaving MEP

    By Earl,   
    • 1 reply
    • 991 views

  42. Comparative financials requirement for a large plan 5500 audit

    By Guest Sponias,
    • 8 replies
    • 5.7k views

  43. Compensation for 5500 but not taxable Comp?

    By Guest RD73,
    • 3 replies
    • 1.1k views
    • Guest
    • Guest

  44. Completing Form SSA for a Plan Merger

    By RCK,
    • 7 replies
    • 2.2k views

  45. Compliance Check - Asset Values

    By Buckoosier,
    • 4 replies
    • 1.2k views

  46. Compliance notice and now a late notice

    By SSRRS,
    • 3 replies
    • 696 views

  47. compliance questions will be optional for 2015

    By Tom Poje,
    • 5 replies
    • 1.8k views

  48. complinace questions

    By Tom Poje,
    • 0 replies
    • 634 views

  49. Confused about existing reporting requirements for synthetic GICs, sep

    By Guest ak,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  50. Confusion about 5500-EZ instructions

    By robbie,   
    • 6 replies
    • 2.2k views
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