Form 5500

3,272 topics in this forum

1. Continued Submission Failure

   By TPA Bob, September 29, 2010
   • 4 replies
   • 1.5k views
   • 
   • TPA Bob
   • October 7, 2010

2. Contradictory instructions on EFAST web site

   By Khatva, February 22, 2022
   • 2 replies
   • 806 views
   • 
   • Mike Preston
   • February 26, 2022

3. Contributions Funded Through Forfeiture (Schedule I Question)

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

4. Contributions in Form 5500

   By richard, March 2, 2001
   • 6 replies
   • 4k views
   • 
   • Kristina
   • March 2, 2001

5. Contributions Receivable

   By Guest ELomotan, October 2, 2013
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • October 2, 2013

6. Contributions to ineligible employees forfeited

   By Guest HJoseph, June 6, 2013
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • June 6, 2013

7. Control Group Defined

   By Guest SuperRob, April 16, 2008
   • 2 replies
   • 2.3k views
   • 
   • maverick
   • April 16, 2008

8. Controlled Group - Two Plans - How Many Audits?

   By Guest Jay345, March 26, 2014
   • 3 replies
   • 2k views
   • 
   • Guest
   • March 27, 2014

9. Controlled Group / Active or Term'd Participants?

   By Guest notapensiongeek, December 31, 2008
   • 3 replies
   • 1k views
   • 
   • K2retire
   • January 2, 2009

10. Controlled Group 5500 Filing

    By Guest Matt Gagnon, August 24, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • August 24, 2000

11. Controlled Group and 5500

    By KateSmithPA, May 21, 2002
    • 9 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2002

12. Controlled Group and 5500

    By HarleyBabe, August 2, 2007
    • 9 replies
    • 9.8k views
    • 
    • HarleyBabe
    • August 2, 2007

13. controlled group delinquent 5500 and penalty

    By Guest lisasig, March 11, 2009
    • 3 replies
    • 1k views
    • 
    • Guest
    • March 12, 2009

14. Controlled Group Form 5500-EZ?

    By DPSRich, April 1, 2016
    • 2 replies
    • 1.2k views
    • 
    • DPSRich
    • April 1, 2016

15. Controlled group of corporations, 5500 was incorrectly filed for each

    By R. Butler, May 17, 2001
    • 4 replies
    • 1.5k views
    • 
    • RCK
    • June 8, 2001

16. Controlled Group Umbrella Plan

    By QDROphile, September 16, 2006
    • 0 replies
    • 1.7k views
    • 
    • QDROphile
    • September 16, 2006

17. Controlled Groups and the new 5500

    By Guest Rudy, June 13, 2000
    • 3 replies
    • 3k views
    • 
    • Dawn Hafner
    • June 14, 2000

18. Controlled/affiliated service group

    By Guest Alexpi, April 5, 2012
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 9, 2012

19. Converting Regular 401K To Solo 401K?

    By pone55, February 19, 2017   

    • solo401k
    • 23 replies
    • 4.7k views
    • 
    • K2retire
    • February 23, 2017

20. copies of 5500 filings

    By Guest ckolodziej, April 24, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 25, 2002

21. Copies of older 5500s

    By david rigby, May 14, 2011
    • 0 replies
    • 1.3k views
    • 
    • david rigby
    • May 14, 2011

22. Copies of optically scannable forms?

    By Guest, January 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • January 29, 2001

23. Copy of 5558

    By Guest PMiller, February 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 8, 2007

24. Copy of ERISA Bond required again for '03 filings?

    By Guest jusducki, December 10, 2003
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • December 11, 2003

25. Copy of Form 5500 submitted to DOL?

    By jkharvey, July 24, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 2, 2000

26. Copy of Prior 5500 EZ

    By TPA2015, August 28, 2018   

    • 5500 ez
    • 0 replies
    • 590 views
    • 
    • TPA2015
    • August 28, 2018

27. Corporate Audit versus Plan Audit

    By RCK, January 21, 2004
    • 5 replies
    • 2.3k views
    • 
    • BeckyMiller
    • February 13, 2004

28. Corrected filing for a terminated Plan?

    By RCK, March 5, 2008
    • 4 replies
    • 1.2k views
    • 
    • RCK
    • March 10, 2008

29. Correcting for a Missed Audit deadline

    By Rob P, November 12, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 14, 2010

30. Correcting Form 5500 filed without Audit Report?

    By kmhaab, February 12
    • 2 replies
    • 1.6k views
    • 
    • ERISALawyr
    • February 13

31. Correcting inaccurate 5500

    By BW, October 15, 2015
    • 1 reply
    • 943 views
    • 
    • BG5150
    • October 15, 2015

32. Correcting last year's mistake

    By Guest Jensen, July 28, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

33. Correcting Plan Number

    By Guest Sieve, August 29, 2011
    • 19 replies
    • 8.2k views
    • 
    • TPApril
    • October 3, 2017

34. Correcting prior errors?

    By Guest Dick Boever, August 27, 2000
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • September 21, 2000

35. Correcting Sch I Item 3e-f

    By Guest SuzieQNEC, September 10, 2008
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • October 2, 2008

36. correction of EIN on 5500s

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 936 views
    • 
    • thepensionmaven
    • April 14, 2020

37. Corrective distribution

    By Guest KRS401k, November 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • November 18, 2008

38. Corrective Distributions

    By Alex Daisy, March 31, 2008
    • 0 replies
    • 1.3k views
    • 
    • Alex Daisy
    • March 31, 2008

39. Corrective distributions on Schedule I

    By Guest MAWalsh, July 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Disco Stu
    • July 2, 2002

40. Cost of Limited Partnership

    By kocak, August 31, 2001
    • 0 replies
    • 1.4k views
    • 
    • kocak
    • August 31, 2001

41. Costs for additional information reported on SAR

    By Santo Gold, February 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 20, 2007

42. Counting ineligible participants with balance

    By TPApril, March 24, 2024
    • 8 replies
    • 1.3k views
    • 
    • TPApril
    • March 29, 2024

43. Counting Participants

    By Guest Beneflaw, February 24, 2012
    • 5 replies
    • 2.8k views
    • 
    • ESOP Guy
    • February 24, 2012

44. Counting participants when there's a prevailing wage contribution

    By Flyboyjohn, May 25, 2017   

    • 5500
    • plan audits
    • (and 1 more)

      Tagged with:

      • 5500
      • plan audits
      • prevailing wage
    • 2 replies
    • 994 views
    • 
    • Peter Gulia
    • May 25, 2017

45. Coverage Question

    By Gilmore, April 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • April 12, 2004

46. Coverage testing - excludable employees & Schedule T

    By Guest Christie Banks, December 11, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2002

47. CP 220 Notice

    By Guest jvgatty, January 29, 2014
    • 10 replies
    • 8.4k views
    • 
    • Rai401k
    • June 9, 2014

48. CP283 for $150,000 penalty after entering the wrong tax year on form 5500-EZ and I'm having no success resolving the mistake

    By RandallM, December 9, 2022
    • 8 replies
    • 2.4k views
    • 
    • Luke Bailey
    • December 20, 2022

49. CRD on 5500

    By AmyETPA, August 26, 2021
    • 1 reply
    • 763 views
    • 
    • RatherBeGolfing
    • August 26, 2021

50. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood, October 8, 2024
    • 2 replies
    • 809 views
    • 
    • AllThingsForGood
    • October 8, 2024