Form 5500

3,277 topics in this forum

1. ERISA Plan Doc & 5500 Questions

   By oriecat, March 17, 2003
   • 2 replies
   • 2.1k views
   • 
   • E as in ERISA
   • March 21, 2003

2. 5500 form for TIAA-CREF plan

   By K2retire, October 4, 2017
   • 6 replies
   • 2.1k views
   • 
   • Tom Poje
   • October 5, 2017

3. How to complete Schedule G if employer failed to timely transmit elect

   By Guest BDH, July 17, 2000
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • July 17, 2000

4. 412(i) plans and Schedule B

   By Guest flyfisher, January 29, 2004
   • 6 replies
   • 2.1k views
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   • Blinky the 3-eyed Fish
   • February 2, 2004

5. EFAST (second generation) / mandatory E FILE start date

   By BeanCounterBlues, April 10, 2009
   • 5 replies
   • 2.1k views
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   • mwyatt
   • April 15, 2009

6. Where list Trust EIN?

   By Guest jusducki, June 7, 2007
   • 4 replies
   • 2.1k views
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   • Belgarath
   • June 7, 2007

7. 10h of Form 5500-SF

   By Dinosaur, February 15, 2011
   • 5 replies
   • 2.1k views
   • 
   • Dinosaur
   • February 16, 2011

8. 5558 filing in July

   By pmacduff, August 12, 2014
   • 8 replies
   • 2.1k views
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   • Kevin C
   • August 12, 2014

9. Sch. T Lines 4c and 4d - which disaggregated part?

   By John A, August 2, 2000
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • August 2, 2000

10. Late letters from the IRS

    By Guest 4Kicks, November 2, 2012
    • 12 replies
    • 2.1k views
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    • austin3515
    • November 27, 2012

11. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski, March 13, 2018
    • 8 replies
    • 2.1k views
    • 
    • Larry Starr
    • March 19, 2018

12. Another Schedule C Question

    By austin3515, May 16, 2014
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • May 10, 2016

13. Late contribution remittance

    By Brian Gallagher, June 10, 2003
    • 6 replies
    • 2.1k views
    • 
    • E as in ERISA
    • June 11, 2003

14. <100 participant H&W filing requirements

    By PAL, July 22, 2008
    • 1 reply
    • 2.1k views
    • 
    • Lori Friedman
    • July 22, 2008

15. 2009 Form 5500 instructions

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 24, 2009

16. 5500 SF and signature pages

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

17. Form 5500-SF - One Participant Plan

    By Guest JJWADE, June 9, 2010
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 7, 2010

18. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2.1k views
    • 
    • Steve72
    • June 14, 2002

19. Under $100,000 Exemption...

    By Guest RONNIE WASEL, September 16, 2002
    • 5 replies
    • 2.1k views
    • 
    • jaemmons
    • September 23, 2002

20. Does a newly established PSP have to file Form 5500 for first two year

    By Moe Howard, July 30, 2002
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 31, 2002

21. Large Plan Audits

    By pmacduff, June 12, 2008
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 17, 2008

22. Non-Profit DFVCP filing

    By KevinMc, July 29, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 25, 2009

23. Schedule T, item 4e

    By Guest BAR, August 27, 2001
    • 9 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 31, 2001

24. Schedule C-reimbursements to plan sponsor

    By Guest Dolores, October 1, 2007
    • 1 reply
    • 2.1k views
    • 
    • Peter Gulia
    • October 1, 2007

25. Final filing

    By Guest mparker2028, June 13, 2006
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 14, 2006

26. Changing EIN'

    By austin3515, December 16, 2010
    • 13 replies
    • 2.1k views
    • 
    • austin3515
    • December 20, 2010

27. Schedule SSA

    By Guest terid, December 9, 2004
    • 8 replies
    • 2.1k views
    • 
    • WDIK
    • December 10, 2004

28. Electronic Signature for EFAST Filing

    By Guest SusanA, August 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 25, 2000

29. 5500 Schedule I Line 4j

    By R. Butler, August 30, 2000
    • 3 replies
    • 2k views
    • 
    • Fredman
    • August 30, 2000

30. 5500 Filing Requirements for MTIA / Plan

    By Guest CraigH, August 17, 2006
    • 1 reply
    • 2k views
    • 
    • JanetM
    • August 17, 2006

31. Form 5500 Count

    By Guest notapensiongeek, July 9, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • July 15, 2008

32. Form 8955 SSA

    By DPSRich, November 24, 2011
    • 4 replies
    • 2k views
    • 
    • david rigby
    • November 25, 2011

33. Schedule P

    By Guest chris4013, April 6, 2005
    • 9 replies
    • 2k views
    • 
    • pmacduff
    • April 8, 2005

34. Fidelity Bond Increases

    By austin3515, July 2, 2019
    • 7 replies
    • 2k views
    • 
    • austin3515
    • July 2, 2019

35. ADP TotalSource and 5500

    By thepensionmaven, January 4, 2017
    • 1 reply
    • 2k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

36. Small Plan Audit Waiver

    By RDY2RTR, January 30, 2017
    • 5 replies
    • 2k views
    • 
    • RatherBeGolfing
    • February 28, 2017

37. Foreign Taxes

    By Jilliandiz, July 12, 2006
    • 5 replies
    • 2k views
    • 
    • wsp
    • July 12, 2006

38. BOY participant count with excluded employees

    By Belgarath, September 12, 2018
    • 13 replies
    • 2k views
    • 
    • bcmom
    • September 14, 2018

39. Schedule P - Passive Trustee

    By Guest Jim Jesikiewicz, August 3, 2001
    • 10 replies
    • 2k views
    • 
    • JohnCheek
    • August 13, 2001

40. Schedule T, Line 3, disaggregated parts

    By R. Butler, September 1, 2000
    • 4 replies
    • 2k views
    • 
    • Richard Anderson
    • September 5, 2000

41. audit exemption for insured pension plans

    By k man, September 28, 2007
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • October 1, 2007

42. Business Codes

    By TPApril, January 22, 2015
    • 1 reply
    • 2k views
    • 
    • K2retire
    • January 22, 2015

43. SCHEDULE SSA/ATTACHMENTS

    By Guest BDH, August 23, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 24, 2000

44. November 15th - 5500 extension

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

45. Terminating plan has dividends posted in new plan year

    By Guest crosseyetester, December 21, 2005
    • 7 replies
    • 2k views
    • 
    • Guest
    • December 27, 2005

46. Changing Plan ID Number On Form 5500

    By Guest EBBeginner, September 21, 2004
    • 1 reply
    • 2k views
    • 
    • WDIK
    • September 22, 2004

47. 5500EZ - Anyone getting cover letters back from IRS?

    By mwyatt, November 4, 2010
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • November 11, 2010

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

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

49. Participant

    By Guest moltengater, August 24, 2006
    • 7 replies
    • 2k views
    • 
    • Bird
    • August 28, 2006

50. 5500 Filing For Plan using a VEBA

    By Guest akwallace, August 16, 2002
    • 1 reply
    • 2k views
    • 
    • Ron Snyder
    • August 16, 2002