Form 5500

3,287 topics in this forum

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

   By NJ Mike, October 6, 2015
   • 15 replies
   • 2.6k views
   • 
   • BG5150
   • October 14, 2015

2. 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
   • 8.6k views
   • 
   • ESOP Guy
   • October 13, 2015

3. REIT on a 5500

   By austin3515, October 13, 2015
   • 1 reply
   • 1.5k views
   • 
   • Bird
   • October 13, 2015

4. money purchase plan and 1st 5500

   By JKW, October 6, 2015
   • 7 replies
   • 1.2k views
   • 
   • ESOP Guy
   • October 6, 2015

5. 401k plan holds mortgage for owner residence

   By TPApril, September 28, 2015
   • 8 replies
   • 1.4k views
   • 
   • jpod
   • October 6, 2015

6. Form 5500-SF for EZ plans

   By TPApril, October 3, 2015
   • 4 replies
   • 1.3k views
   • 
   • BG5150
   • October 6, 2015

7. instruction (changes) for 2015 5500-EZ

   By Tom Poje, October 5, 2015
   • 3 replies
   • 1.7k views
   • 
   • BG5150
   • October 5, 2015

8. February plan termination

   By R. Butler, October 5, 2015
   • 2 replies
   • 1k views
   • 
   • R. Butler
   • October 5, 2015

9. 8955-SSA & a rehire

   By doombuggy, October 2, 2015   

   • Form 8955-SSA
   • 2 replies
   • 1.7k views
   • 
   • Tom Poje
   • October 5, 2015

10. 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
    • 1.2k views
    • 
    • pcbenefits007
    • October 1, 2015

11. 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
    • 1.6k views
    • 
    • jgb44
    • September 30, 2015

12. Schedule C Requirement

    By Vlad401k, June 2, 2015
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • September 29, 2015

13. Plan Sponsor/Audit

    By jethrasher2, September 25, 2015
    • 11 replies
    • 2.2k views
    • 
    • MoJo
    • September 28, 2015

14. Extension Denials

    By Earl, September 9, 2015
    • 3 replies
    • 1.4k views
    • 
    • Earl
    • September 25, 2015

15. 5500-SF and insurance

    By ratherbereading, September 23, 2015
    • 2 replies
    • 1.3k views
    • 
    • ratherbereading
    • September 24, 2015

16. Audit For New Plan

    By austin3515, September 23, 2015
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • September 23, 2015

17. Schedule H - Faulty opening balances

    By Lori Friedman, September 21, 2005
    • 6 replies
    • 3.1k views
    • 
    • TPApril
    • September 16, 2015

18. Fidelity Bonds, dates, retroactive & 5500

    By TPApril, September 15, 2015
    • 0 replies
    • 1.5k views
    • 
    • TPApril
    • September 15, 2015

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

    By Peter Gulia, September 11, 2015   

    • audit
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • September 13, 2015

20. Spin Off Plan 5500 EIN

    By JulieAG, September 11, 2015
    • 0 replies
    • 1.1k views
    • 
    • JulieAG
    • September 11, 2015

21. Schedule C and negative direct fees

    By TPApril, September 10, 2015
    • 0 replies
    • 1.1k views
    • 
    • TPApril
    • September 10, 2015

22. draft 2015 5500EZ

    By Tom Poje, August 27, 2015
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • September 9, 2015

23. New Plan Audit Requirement for Large Plan status

    By Pammie57, September 4, 2015
    • 3 replies
    • 1.1k views
    • 
    • Pammie57
    • September 4, 2015

24. Schedule C

    By 52626, September 3, 2015
    • 10 replies
    • 3.9k views
    • 
    • Andy the Actuary
    • September 4, 2015

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

    By Pammie57, August 31, 2015
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • August 31, 2015

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

    By jjaatirs, August 26, 2015
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 27, 2015

27. 5500EZ eligibility/missed return notice

    By Draper55, August 21, 2015
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • August 26, 2015

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

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

29. terminated plan and recovery 3 years later

    By DPL, August 21, 2015
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 24, 2015

30. Schedule H - 5% Transaction Reporting

    By mming, August 21, 2015
    • 0 replies
    • 1.1k views
    • 
    • mming
    • August 21, 2015

31. SchedH and deferred audit

    By hunter001, August 17, 2015
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • August 17, 2015

32. 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
    • 1.9k views
    • 
    • Bird
    • August 5, 2015

33. DOL Emailed Us About Missing 5500

    By austin3515, June 1, 2015
    • 16 replies
    • 3.3k views
    • 
    • traveler
    • July 31, 2015

34. Who May File Form 5500-SF

    By abanky, July 31, 2015
    • 2 replies
    • 1.6k views
    • 
    • My 2 cents
    • July 31, 2015

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

    By Beltane, July 30, 2015   

    • 5558
    • 7 replies
    • 2.2k views
    • 
    • My 2 cents
    • July 30, 2015

36. 5558 for new plan

    By pmacduff, July 29, 2015
    • 2 replies
    • 1.1k views
    • 
    • My 2 cents
    • July 29, 2015

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

    By jsmith1985, July 28, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • July 28, 2015

38. Missed deferral opportunity

    By JKW, July 27, 2015
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • July 27, 2015

39. 5558 Street Address?

    By Lou S., July 24, 2015
    • 3 replies
    • 5.4k views
    • 
    • Bird
    • July 27, 2015

40. schedule I item3(a)

    By Draper55, July 22, 2015   

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

41. Short Plan Year 2015 Form 5500

    By tpacpa, July 21, 2015   

    • Form 5500
    • Form 5500-SUP
    • 11 replies
    • 5.5k views
    • 
    • My 2 cents
    • July 22, 2015

42. Form 5500-SF for partners only plan

    By cpc0506, July 21, 2015
    • 6 replies
    • 1.3k views
    • 
    • chc93
    • July 21, 2015

43. 5500 counts terminated 0% vested but still has an account

    By ESOP Guy, September 16, 2014
    • 12 replies
    • 3.6k views
    • 
    • ESOP Guy
    • July 21, 2015

44. Distribution Fee on Form 5500 and Management Fees

    By Vlad401k, July 20, 2015
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • July 20, 2015

45. 5d(1) and 5d(2) on Form 5500 Question

    By Vlad401k, July 13, 2015
    • 9 replies
    • 2.3k views
    • 
    • austin3515
    • July 15, 2015

46. DOL emailing clients directly regarding fidelity bond coverage

    By Jerry Erisa, June 30, 2015
    • 10 replies
    • 2.4k views
    • 
    • austin3515
    • July 7, 2015

47. 5500 Filings - missed/late

    By MGOAdmin, June 29, 2015   

    • late filings
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • June 29, 2015

48. 5500 SF Participant count difference between line 5a and 5(d)(1)

    By Jim Chad, March 13, 2015
    • 4 replies
    • 5.8k views
    • 
    • cs771
    • June 29, 2015

49. Schedule H

    By helloobb, June 29, 2015   

    • Form 5500
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • June 29, 2015

50. Form 5500 Filing with an FSA

    By paulaq, June 24, 2015
    • 2 replies
    • 1.5k views
    • 
    • paulaq
    • June 26, 2015