Form 5500

3,272 topics in this forum

1. Schedule H - 5% Transaction Reporting

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

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

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

3. SchedH and deferred audit

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

4. 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

5. Who May File Form 5500-SF

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

6. 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

7. 5558 for new plan

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

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

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

9. Missed deferral opportunity

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

10. 5558 Street Address?

    By Lou S., July 24, 2015
    • 3 replies
    • 4.9k views
    • 
    • Bird
    • July 27, 2015

11. schedule I item3(a)

    By Draper55, July 22, 2015   

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

12. Form 5500-SF for partners only plan

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

13. 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

14. Distribution Fee on Form 5500 and Management Fees

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

15. 5d(1) and 5d(2) on Form 5500 Question

    By Vlad401k, July 13, 2015
    • 9 replies
    • 1.9k views
    • 
    • austin3515
    • July 15, 2015

16. DOL emailing clients directly regarding fidelity bond coverage

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

17. 5500 Filings - missed/late

    By MGOAdmin, June 29, 2015   

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

18. Schedule H

    By helloobb, June 29, 2015   

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

19. Form 5500 Filing with an FSA

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

20. Two Plans Merge on 12/31/2014

    By austin3515, June 23, 2015
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • June 23, 2015

21. 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

22. company leaving MEP

    By Earl, June 10, 2015   

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

23. "Qualified" Auditor Opinion

    By Andy the Actuary, June 10, 2015
    • 8 replies
    • 2.1k views
    • 
    • My 2 cents
    • June 10, 2015

24. Schedule H

    By cdavis25, June 10, 2015
    • 2 replies
    • 1k views
    • 
    • cdavis25
    • June 10, 2015

25. Schedule C Requirement

    By Vlad401k, June 2, 2015
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 29, 2015

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

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

27. DOL Emailed Us About Missing 5500

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

28. Sole Proprietor has no EIN for 5500ez

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

29. 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

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

    By jkharvey, May 27, 2015
    • 4 replies
    • 1.2k views
    • 
    • ESOP Guy
    • May 27, 2015

31. DFVCP?

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

32. 8955-SSA question

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

33. 5500: reporting life insurance premium

    By doombuggy, May 21, 2015   

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

34. Schedule H where to report credit...

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

35. Standard for When to Amend 5500?

    By SadieJane, May 15, 2015   

    • 5500
    • 1 reply
    • 4.4k views
    • 
    • Belgarath
    • May 15, 2015

36. 5500-SF Line 8e certain deemed distributions

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

37. re-visiting IRS Notice 2014-35.. DFVC (efile) + paper file 8955-SSA

    By Jerry Erisa, May 9, 2015
    • 0 replies
    • 1.4k views
    • 
    • Jerry Erisa
    • May 9, 2015

38. When using the FIRE system, at what point in transmitting a Form 8955-SSA has the deadline been met?

    By Beemer, May 5, 2015
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • May 5, 2015

39. What to put on Form 5500 as the 'name' of a retirement plan's 'trust'?

    By austin3515, May 4, 2015
    • 13 replies
    • 2.4k views
    • 
    • Kevin C
    • May 11, 2015

40. Partial Plan Termination and 5500-SF

    By Gadgetfreak, April 28, 2015
    • 4 replies
    • 3k views
    • 
    • david rigby
    • April 28, 2015

41. SAR / Late Deposits

    By austin3515, April 24, 2015
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • April 27, 2015

42. Form 5500 Merged Plans

    By Vlad401k, April 21, 2015
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • April 21, 2015

43. Short Plan Year Due to Termination

    By Vlad401k, April 21, 2015
    • 2 replies
    • 9.6k views
    • 
    • ESOP Guy
    • April 21, 2015

44. Form 5500 - Schedule A - stop-loss & transplant coverage

    By t.haley, April 20, 2015
    • 1 reply
    • 2.2k views
    • 
    • Flyboyjohn
    • April 20, 2015

45. Health & Welfare 5500

    By Earl, April 15, 2015   

    • Schedule C exemption
    • 4 replies
    • 2.5k views
    • 
    • Earl
    • April 16, 2015

46. 5500 Penalties due to in accurate data

    By TPApril, April 13, 2015
    • 4 replies
    • 4.8k views
    • 
    • RatherBeGolfing
    • February 23, 2021

47. Accrual Basis Form 5500 - Recordkeeping Fees Paid by Forfeitures

    By Vlad401k, April 9, 2015
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 9, 2015

48. Contributions Funded Through Forfeiture (Schedule I Question)

    By Stash026, April 7, 2015
    • 1 reply
    • 1k views
    • 
    • david rigby
    • April 7, 2015

49. 5500 Plan Characteristics Code 3C

    By jkharvey, April 3, 2015
    • 0 replies
    • 1.6k views
    • 
    • jkharvey
    • April 3, 2015

50. Minimum Funding Question on 5500 EZ

    By MarZDoates, March 31, 2015
    • 3 replies
    • 1k views
    • 
    • MarZDoates
    • March 31, 2015