Form 5500

3,277 topics in this forum

1. Schedule R lines 4 & 6

   By Guest Alison Williams, August 10, 2001
   • 5 replies
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • September 11, 2003

2. Union's Right to View Form 5500

   By Guest koo, January 19, 2010
   • 4 replies
   • 2.1k views
   • 
   • RCK
   • January 28, 2010

3. Self Funded Welfare Benefit Plan

   By nancy, March 31, 2005
   • 3 replies
   • 2.1k views
   • 
   • Kirk Maldonado
   • April 4, 2005

4. Form 5500-EZ Question

   By Vlad401k, May 19, 2016
   • 6 replies
   • 2.1k views
   • 
   • chc93
   • May 23, 2016

5. final form 5500-SF, company dissolving

   By chc93, May 3, 2010
   • 1 reply
   • 2.1k views
   • 
   • chc93
   • May 3, 2010

6. Calendar Year Auto Extension on 5500 Due 9/15?

   By TPApril, September 12, 2025
   • 2 replies
   • 2.1k views
   • 
   • thepensionmaven
   • September 15, 2025

7. 5500 Filing Exemption

   By Below Ground, March 17, 2011
   • 3 replies
   • 2.1k views
   • 
   • Below Ground
   • March 22, 2011

8. SSA and Deceased Participants

   By DTH, August 2, 2002
   • 8 replies
   • 2.1k views
   • 
   • mwyatt
   • May 14, 2003

9. DFVC Program eligibility for late Form 5500

   By Guest Judy S, November 9, 2007
   • 6 replies
   • 2.1k views
   • 
   • HarleyBabe
   • November 29, 2007

10. 5500-SF Line 8e certain deemed distributions

    By Guest AP914, May 14, 2015
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • May 14, 2015

11. Settlement income received after final 5500 filed

    By Guest LoloV, November 14, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 17, 2003

12. Pension Code 3C

    By Guest Boilerburm1, May 17, 2007
    • 4 replies
    • 2.1k views
    • 
    • JanetM
    • May 17, 2007

13. Changing Custodians

    By Guest jpw, October 14, 2009
    • 2 replies
    • 2.1k views
    • 
    • BG5150
    • October 15, 2009

14. Cross-Tested Plan

    By Guest MPITTS, June 13, 2001
    • 3 replies
    • 2.1k views
    • 
    • rcline46
    • June 19, 2001

15. Multiple Late 5500EZ's

    By David MacLennan, January 25, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • July 21, 2002

16. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 12 replies
    • 2.1k views
    • 
    • VincentBocchinfuso CPC
    • January 21, 2009

17. 1999 Schedule A - how to fill in lines 3 and 4 for a DC plan?

    By Guest Stacie Barth, June 20, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 18, 2000

18. 5500 - Do I Need to File

    By Guest Suzebp, May 29, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 30, 2007

19. Code 3e on Form 5500

    By Guest chris4013, May 20, 2005
    • 1 reply
    • 2.1k views
    • 
    • wmyer
    • May 20, 2005

20. 5500-EZ

    By Guest Angela B, July 15, 2009
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 16, 2009

21. "Late" 5500 for acquired company

    By Miner88, March 10, 2008
    • 5 replies
    • 2.1k views
    • 
    • RCK
    • March 21, 2008

22. Exemption from Scedule H for self-funded plans

    By Guest Mfcavo, September 18, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2000

23. Questions Regarding 5500 Schedule T

    By wmyer, August 11, 2000
    • 1 reply
    • 2.1k views
    • 
    • Disco Stu
    • August 11, 2000

24. Schedule H, Lines 4a and 4d -- What is "amount" of late defe

    By Guest CMC, July 20, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 20, 2001

25. Schedule A for Health & Welfare Plans

    By Guest EdwardF, August 18, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 18, 2000

26. Late Filing of 5500-EZ

    By Guest scott34, June 16, 2009
    • 5 replies
    • 2.1k views
    • 
    • jpod
    • June 17, 2009

27. QNEC as a receivable on Schedule H

    By B21, October 1, 2020
    • 3 replies
    • 2.1k views
    • 
    • B21
    • October 1, 2020

28. Form 5500 for the 1999 plan year - Final Return--for defined benefit p

    By Guest meggie, July 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • mwyatt
    • July 25, 2000

29. Withdrawing Nondeductible contributions under Rev Proc 90-49

    By Dennis Povloski, April 19, 2005
    • 0 replies
    • 2.1k views
    • 
    • Dennis Povloski
    • April 19, 2005

30. 1998 Form - Schedule of Loans or Fixed Income Obligations (ques 27B) -

    By Dawn Hafner, May 17, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • May 17, 2000

31. Demutualization proceeds

    By Guest Jose Rosario, December 27, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 2002

32. Fidelity bonds-required?

    By Guest A. Rostosky, August 23, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 23, 2000

33. Uncashed Distribution checks

    By Chippy, September 25, 2014
    • 5 replies
    • 2.1k views
    • 
    • Chippy
    • September 25, 2014

34. Form 5500, Schedule C

    By Guest kkesq, January 11, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 11, 2002

35. When to file final 5500 if all Participants have been paid but employe

    By Guest Powers, May 22, 2001
    • 5 replies
    • 2.1k views
    • 
    • david rigby
    • September 20, 2001

36. non-erisa 403b plan

    By Santo Gold, April 15, 2009
    • 11 replies
    • 2.1k views
    • 
    • QDROphile
    • April 17, 2009

37. Form 5500-EZ - Owner and Children

    By Vlad401k, October 30, 2023
    • 3 replies
    • 2.1k views
    • 
    • Vlad401k
    • August 6, 2025

38. Schedule Ts, Multiple Employer Plan

    By pmacduff, February 11, 2004
    • 12 replies
    • 2.1k views
    • 
    • Guest
    • April 16, 2004

39. final 8955-SSA

    By Chippy, January 17, 2014
    • 7 replies
    • 2.1k views
    • 
    • BG5150
    • July 16, 2014

40. STIF Fund that is also a common trust fund - should it be reported as

    By Guest SAG, November 21, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 21, 2000

41. 5500 schedule I question 4i

    By Guest JAnderson, October 4, 2001
    • 1 reply
    • 2.1k views
    • 
    • Disco Stu
    • October 4, 2001

42. Retiree Medical Form 5500 Participant Count Question

    By Guest erisaguru, April 4, 2005
    • 2 replies
    • 2.1k views
    • 
    • Don Levit
    • April 15, 2005

43. 80 120 rule in reverse

    By bzorc, October 10, 2007
    • 1 reply
    • 2.1k views
    • 
    • SRP
    • October 10, 2007

44. Final 5500 - extension?

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

45. Deliquent 403(b) Filings

    By bzorc, July 16, 2010
    • 7 replies
    • 2.1k views
    • 
    • bzorc
    • July 21, 2010

46. Very Basic Question - Fee?

    By ERISAatty, April 24, 2006
    • 4 replies
    • 2.1k views
    • 
    • ERISAatty
    • April 24, 2006

47. New Wrap Plan that includes 3 former seperate plans

    By Guest KAHarshman, May 8, 2008
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • May 8, 2008

48. Trustee

    By Guest moltengater, May 22, 2006
    • 3 replies
    • 2.1k views
    • 
    • movedon
    • May 22, 2006

49. 5500EZ and Rev. Proc 2014-32 (Penalty relief for late filers)

    By Lori H, May 29, 2015
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • June 1, 2015

50. Schedule B of Form 5500

    By Guest meggie, May 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2002