Form 5500

3,277 topics in this forum

1. Premium Only Plan - Participant Count

   By amcorson, July 13, 2009
   • 4 replies
   • 1.8k views
   • 
   • J Simmons
   • July 14, 2009

2. Self-Funded Dental welfare planIs an audit required?

   By oriecat, May 26, 2004
   • 4 replies
   • 1.2k views
   • 
   • oriecat
   • May 27, 2004

3. Schedule C disclosure needed?

   By bzorc, January 5, 2016
   • 4 replies
   • 2.7k views
   • 
   • bzorc
   • January 8, 2016

4. Participant requests a copy of the full annual report; should we just

   By Guest CGBS, December 7, 2000
   • 4 replies
   • 1.8k views
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   • Kristina
   • December 8, 2000

5. Oops, forgot to file for extension for 5500

   By Dave Baker, August 1, 2003
   • 4 replies
   • 3.4k views
   • 
   • maverick
   • August 1, 2003

6. 5500 Due date, with 5558 extension

   By Belgarath, August 19, 2025
   • 4 replies
   • 2.6k views
   • 
   • RatherBeGolfing
   • August 19, 2025

7. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

   By RPP2001, October 9, 2024
   • 4 replies
   • 1.2k views
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   • RPP2001
   • October 14, 2024

8. Record DFVCP Filing

   By MarZDoates, January 4, 2021
   • 4 replies
   • 826 views
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   • Mike Preston
   • January 19, 2021

9. 5500-EZ

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

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

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

11. DFVCP and an Extension to File

    By Guest Anthony86, July 12, 2007
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 12, 2007

12. Sch I - Part I(3) - Assets listed incorrectly

    By Guest SuzieQNEC, March 19, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2008

13. Amended Form 5500 for 2008

    By doombuggy, January 4, 2010
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 6, 2010

14. Late 5500

    By goldtpa, December 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • December 24, 2013

15. Summary Annual Report

    By Guest algelin, October 9, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2006

16. 5558 Filing Problem

    By Disco Stu, August 8, 2008
    • 4 replies
    • 1.5k views
    • 
    • Disco Stu
    • August 13, 2008

17. Schedule H on a Cash Basis

    By 12AX7, October 10, 2011
    • 4 replies
    • 1.3k views
    • 
    • JanetM
    • October 12, 2011

18. Form 5500 for cancer plan w/<100 & premium paid all by ee?

    By Guest cstrong, September 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2005

19. just released 5500-SUP guidelines

    By Tom Poje, March 31, 2015
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 1, 2015

20. Amended 5500

    By Fred Payne, July 15, 2003
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • July 16, 2003

21. 5500 and Multiple Employer Plan

    By Guest Amy Harle, July 16, 2001
    • 4 replies
    • 2.8k views
    • 
    • PMC
    • September 5, 2001

22. Form 5500 - TPA Disbursement Accounts and Self Funding

    By Guest TXAtty, August 23, 2001
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 28, 2001

23. 5500 SF and signature pages

    By pmacduff, May 3, 2013
    • 4 replies
    • 2.1k views
    • 
    • KateSmithPA
    • May 13, 2013

24. 5500-EZ or 5500-SF online

    By jsmith1985, October 15, 2014
    • 4 replies
    • 1.9k views
    • 
    • chc93
    • October 16, 2014

25. DFVC POST IRS PENALTY NOTICE

    By Guest draper, August 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • August 13, 2003

26. First Year Report (5500)

    By thepensionmaven, February 25, 2025
    • 4 replies
    • 1.4k views
    • 
    • Paul I
    • February 26, 2025

27. Combined year-end and final 5500 filing

    By KIP KRAUS, February 13, 2001
    • 4 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • February 15, 2001

28. 8955-SSA

    By Guest TQA, March 2, 2010
    • 4 replies
    • 4k views
    • 
    • Bird
    • June 23, 2010

29. Form 5330 Excise Tax for corrective distributions

    By 401_noob, September 7, 2017   

    • 4979
    • excise
    • 4 replies
    • 3k views
    • 
    • RatherBeGolfing
    • September 7, 2017

30. Schedule R

    By nancy, July 11, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 16, 2000

31. Form 5500 Deadline

    By jsmith1985, October 15, 2014
    • 4 replies
    • 946 views
    • 
    • jsmith1985
    • October 16, 2014

32. 8955-ssa deadline for non-calendar years

    By Beemer, December 30, 2011
    • 4 replies
    • 1.7k views
    • 
    • Beemer
    • January 5, 2012

33. merger at 12:01 a.m. on 1/1

    By AndyH, June 20, 2016   

    • final return?
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • June 20, 2016

34. Small mistake found with filed 5500

    By Guest jc1457, August 9, 2011
    • 4 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 9, 2011

35. Useless 5500-EZ IRS Correspondence

    By shERPA, October 15, 2023
    • 4 replies
    • 970 views
    • 
    • imchipbrown
    • October 17, 2023

36. Schedule P- Deceased trustee

    By jquazza, October 13, 2004
    • 4 replies
    • 1.3k views
    • 
    • Ron Snyder
    • October 19, 2004

37. 5500-ez

    By PFranckowiak, May 7, 2013
    • 4 replies
    • 1.8k views
    • 
    • PFranckowiak
    • May 7, 2013

38. 8955-SSA filing for 403b plans

    By mbozek, January 3, 2012
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 10, 2012

39. Does anyone copy the state when filing 5500's?

    By RayJJohnsonJr, March 14, 2005
    • 4 replies
    • 2.3k views
    • 
    • RayJJohnsonJr
    • March 22, 2005

40. Broker Fees and Commissions

    By J Simmons, May 18, 2008
    • 4 replies
    • 4.6k views
    • 
    • J Simmons
    • May 19, 2008

41. Master Trust With One Plan?

    By Guest Jay345, November 29, 2012
    • 4 replies
    • 2.8k views
    • 
    • QDROphile
    • November 30, 2012

42. Alternate Payee and Schedule SB

    By Calavera, October 18, 2017
    • 4 replies
    • 2.6k views
    • 
    • Calavera
    • October 19, 2017

43. Need to know extension timeframe for a terminating plan

    By ahasan, August 20, 2023
    • 4 replies
    • 860 views
    • 
    • CuseFan
    • August 21, 2023

44. Auditor requires 5500 to release report?

    By Guest WilliamC, March 24, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 26, 2004

45. Small Plan Sch I 4i Cash>20% of Assets

    By Guest dfeltens, January 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 5, 2007

46. Form 5500SF

    By Kevin01, May 25, 2010
    • 4 replies
    • 1.9k views
    • 
    • Kevin01
    • May 27, 2010

47. Change in definition of 4l on Schedule H - audit trigger?

    By mandmeickhoff@msn.com, June 21, 2016   

    • Schedule H
    • line 4l
    • 4 replies
    • 3.2k views
    • 
    • My 2 cents
    • June 23, 2016

48. Participant count and Schedule I

    By BG5150, August 14, 2009
    • 4 replies
    • 1.6k views
    • 
    • pmacduff
    • August 14, 2009

49. Small Plan 5500 Sch I Q 4i re >20% assets in single security

    By Beltane, June 13, 2013   

    • Money Market cash
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • June 14, 2013

50. November 15th - 5500 extension

    By Guest M.L. Martin, October 8, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 11, 2001