Form 5500

3,273 topics in this forum

1. 5500-SF and insurance

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

2. Audit For New Plan

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

3. Schedule H - Faulty opening balances

   By Lori Friedman, September 21, 2005
   • 6 replies
   • 2.9k views
   • 
   • TPApril
   • September 16, 2015

4. Fidelity Bonds, dates, retroactive & 5500

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

5. 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

6. Spin Off Plan 5500 EIN

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

7. Schedule C and negative direct fees

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

8. draft 2015 5500EZ

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

9. New Plan Audit Requirement for Large Plan status

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

10. Schedule C

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

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

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

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

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

13. 5500EZ eligibility/missed return notice

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

14. Welfare Plan - changes ownership at 1/1 - how to stop filing

    By TPApril, August 21, 2015
    • 2 replies
    • 691 views
    • 
    • TPApril
    • August 25, 2015

15. terminated plan and recovery 3 years later

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

16. Schedule H - 5% Transaction Reporting

    By mming, August 21, 2015
    • 0 replies
    • 997 views
    • 
    • mming
    • August 21, 2015

17. SchedH and deferred audit

    By hunter001, August 17, 2015
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • August 17, 2015

18. Part IV - Plan Characteristics

    By bpyoung36, August 4, 2015   

    • 2f
    • 404c
    • (and 3 more)

      Tagged with:

      • 2f
      • 404c
      • part iv
      • line 9
      • 5500
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • August 5, 2015

19. DOL Emailed Us About Missing 5500

    By austin3515, June 1, 2015
    • 16 replies
    • 2.8k views
    • 
    • traveler
    • July 31, 2015

20. Who May File Form 5500-SF

    By abanky, July 31, 2015
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • July 31, 2015

21. Any harm in filing a 5558 (even if 5500 may be on time) just in case?

    By Beltane, July 30, 2015   

    • 5558
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • July 30, 2015

22. 5558 for new plan

    By pmacduff, July 29, 2015
    • 2 replies
    • 960 views
    • 
    • My 2 cents
    • July 29, 2015

23. Form-5500SF, Lines 7 & 8 question

    By jsmith1985, July 28, 2015
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • July 28, 2015

24. Missed deferral opportunity

    By JKW, July 27, 2015
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • July 27, 2015

25. 5558 Street Address?

    By Lou S., July 24, 2015
    • 3 replies
    • 5k views
    • 
    • Bird
    • July 27, 2015

26. schedule I item3(a)

    By Draper55, July 22, 2015   

    • partnership definition
    • 0 replies
    • 854 views
    • 
    • Draper55
    • July 22, 2015

27. Short Plan Year 2015 Form 5500

    By tpacpa, July 21, 2015   

    • Form 5500
    • Form 5500-SUP
    • 11 replies
    • 5.2k views
    • 
    • My 2 cents
    • July 22, 2015

28. Form 5500-SF for partners only plan

    By cpc0506, July 21, 2015
    • 6 replies
    • 1.1k views
    • 
    • chc93
    • July 21, 2015

29. 5500 counts terminated 0% vested but still has an account

    By ESOP Guy, September 16, 2014
    • 12 replies
    • 3.3k views
    • 
    • ESOP Guy
    • July 21, 2015

30. Distribution Fee on Form 5500 and Management Fees

    By Vlad401k, July 20, 2015
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 20, 2015

31. 5d(1) and 5d(2) on Form 5500 Question

    By Vlad401k, July 13, 2015
    • 9 replies
    • 2k views
    • 
    • austin3515
    • July 15, 2015

32. DOL emailing clients directly regarding fidelity bond coverage

    By Jerry Erisa, June 30, 2015
    • 10 replies
    • 2.2k views
    • 
    • austin3515
    • July 7, 2015

33. 5500 Filings - missed/late

    By MGOAdmin, June 29, 2015   

    • late filings
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • June 29, 2015

34. 5500 SF Participant count difference between line 5a and 5(d)(1)

    By Jim Chad, March 13, 2015
    • 4 replies
    • 5.4k views
    • 
    • cs771
    • June 29, 2015

35. Schedule H

    By helloobb, June 29, 2015   

    • Form 5500
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • June 29, 2015

36. Form 5500 Filing with an FSA

    By paulaq, June 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • paulaq
    • June 26, 2015

37. 5500 to 5500EZ

    By Guest jhuffstick@aol.com, October 28, 2014
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • June 24, 2015

38. Two Plans Merge on 12/31/2014

    By austin3515, June 23, 2015
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • June 23, 2015

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

    By CharlesLeggette, June 18, 2015   

    • Failed Audits
    • audits 5500s
    • 8 replies
    • 1.5k views
    • 
    • CharlesLeggette
    • June 19, 2015

40. "Qualified" Auditor Opinion

    By Andy the Actuary, June 10, 2015
    • 8 replies
    • 2.2k views
    • 
    • My 2 cents
    • June 10, 2015

41. company leaving MEP

    By Earl, June 10, 2015   

    • first 5500?
    • 1 reply
    • 996 views
    • 
    • Lou S.
    • June 10, 2015

42. Schedule H

    By cdavis25, June 10, 2015
    • 2 replies
    • 1.1k views
    • 
    • cdavis25
    • June 10, 2015

43. Bond for small plan audit waiver greater than 500K?

    By jkharvey, June 2, 2015
    • 2 replies
    • 792 views
    • 
    • Doghouse
    • June 2, 2015

44. Sole Proprietor has no EIN for 5500ez

    By kwalified, May 29, 2015
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • June 2, 2015

45. 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

46. SSA--When to report as "D"

    By jkharvey, May 27, 2015
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • May 27, 2015

47. DFVCP?

    By WCC, May 26, 2015
    • 6 replies
    • 2.7k views
    • 
    • WCC
    • May 27, 2015

48. 8955-SSA question

    By pmacduff, May 21, 2015
    • 1 reply
    • 872 views
    • 
    • My 2 cents
    • May 26, 2015

49. 5500: reporting life insurance premium

    By doombuggy, May 21, 2015   

    • lie insurance
    • 5500
    • 3 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • May 21, 2015

50. Schedule H where to report credit...

    By pmacduff, May 19, 2015
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • May 19, 2015