Form 5500

3,272 topics in this forum

1. Where list Trust EIN?

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

2. Late contribution remittance

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

3. 2009 Form 5500 instructions

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

4. Late Filing of 5558 Notice from IRS

   By AmyETPA, October 4, 2021
   • 6 replies
   • 2.1k views
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   • mattmc82
   • December 13, 2021

5. 10h of Form 5500-SF

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

6. 5500 form for TIAA-CREF plan

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

7. 5500EZ and Rev. Proc 2014-32 (Penalty relief for late filers)

   By Lori H, May 29, 2015
   • 3 replies
   • 2.1k views
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   • Belgarath
   • June 1, 2015

8. 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
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   • Blinky the 3-eyed Fish
   • July 31, 2002

9. Form 5500-SF - One Participant Plan

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

10. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2k views
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    • Steve72
    • June 14, 2002

11. Large Plan Audits

    By pmacduff, June 12, 2008
    • 6 replies
    • 2k views
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    • Guest
    • June 17, 2008

12. 5500 SF and signature pages

    By pmacduff, May 3, 2013
    • 4 replies
    • 2k views
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    • KateSmithPA
    • May 13, 2013

13. Under $100,000 Exemption...

    By Guest RONNIE WASEL, September 16, 2002
    • 5 replies
    • 2k views
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    • jaemmons
    • September 23, 2002

14. 5500-EZ Single Member LLC & Sole Prop

    By Dennis Povloski, March 13, 2018
    • 8 replies
    • 2k views
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    • Larry Starr
    • March 19, 2018

15. <100 participant H&W filing requirements

    By PAL, July 22, 2008
    • 1 reply
    • 2k views
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    • Lori Friedman
    • July 22, 2008

16. Non-Profit DFVCP filing

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

17. Form 8955 SSA

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

18. Schedule C-reimbursements to plan sponsor

    By Guest Dolores, October 1, 2007
    • 1 reply
    • 2k views
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    • Peter Gulia
    • October 1, 2007

19. Final filing

    By Guest mparker2028, June 13, 2006
    • 9 replies
    • 2k views
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    • Blinky the 3-eyed Fish
    • June 14, 2006

20. Schedule T, item 4e

    By Guest BAR, August 27, 2001
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • August 31, 2001

21. 5500 Filing Requirements for MTIA / Plan

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

22. Form 5500 Count

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

23. Schedule P

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

24. Schedule P - Passive Trustee

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

25. 5500 Schedule I Line 4j

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

26. Late letters from the IRS

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

27. SCHEDULE SSA/ATTACHMENTS

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

28. Terminating plan has dividends posted in new plan year

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

29. Foreign Taxes

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

30. Changing Plan ID Number On Form 5500

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

31. audit exemption for insured pension plans

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

32. November 15th - 5500 extension

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

33. Schedule T, Line 3, disaggregated parts

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

34. Help! Filed 5500-EZ late, received CP 283 with a huge penalty.

    By SoloPlanAdmin, December 6, 2022
    • 5 replies
    • 2k views
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    • LA Advisor
    • March 1, 2023

35. Participant

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

36. Electronic Signature for EFAST Filing

    By Guest SusanA, August 21, 2000
    • 1 reply
    • 2k views
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    • Guest
    • August 25, 2000

37. Schedule SSA

    By Guest terid, December 9, 2004
    • 8 replies
    • 2k views
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    • WDIK
    • December 10, 2004

38. Very Basic Question - Fee?

    By ERISAatty, April 24, 2006
    • 4 replies
    • 2k views
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    • ERISAatty
    • April 24, 2006

39. 5500 EZ DFVC

    By austin3515, May 19, 2014
    • 2 replies
    • 2k views
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    • Kevin C
    • May 20, 2014

40. Obligation to provide Schedule P for prior years

    By Guest Fishchick, December 2, 2003
    • 0 replies
    • 2k views
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    • Guest
    • December 2, 2003

41. Current Value Cost Reporting

    By Gruegen, August 20, 2003
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 22, 2003

42. Fidelity Bond

    By Guest SPOT, June 7, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

43. 5500EZ - Anyone getting cover letters back from IRS?

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

44. Form 5500 in year of Asset Sale

    By Guest RW, May 4, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 4, 2000

45. 5500 Audit Requirements

    By Guest SANSIMA, August 22, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 5, 2001

46. Changing EIN'

    By austin3515, December 16, 2010
    • 13 replies
    • 2k views
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    • austin3515
    • December 20, 2010

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

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

48. Form 5500-EZ - Owner and Children

    By Vlad401k, October 30, 2023
    • 3 replies
    • 2k views
    • 
    • Vlad401k
    • August 6

49. PTIN fiasco

    By Belgarath, December 8, 2010
    • 10 replies
    • 2k views
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    • Belgarath
    • December 15, 2010

50. 1ST YEAR 5500

    By Guest Mike Schwing, April 29, 2003
    • 4 replies
    • 2k views
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    • mwyatt
    • May 13, 2003