Form 5500

3,287 topics in this forum

1. 5500 to 5500EZ

   By Guest jhuffstick@aol.com, October 28, 2014
   • 4 replies
   • 1.6k views
   • 
   • austin3515
   • June 24, 2015

2. Two Plans Merge on 12/31/2014

   By austin3515, June 23, 2015
   • 6 replies
   • 2.1k views
   • 
   • david rigby
   • June 23, 2015

3. Client Prepared Plan 5500's for 6 years -- had 260 eligible-no audit

   By CharlesLeggette, June 18, 2015   

   • Failed Audits
   • audits 5500s
   • 8 replies
   • 1.7k views
   • 
   • CharlesLeggette
   • June 19, 2015

4. "Qualified" Auditor Opinion

   By Andy the Actuary, June 10, 2015
   • 8 replies
   • 2.6k views
   • 
   • My 2 cents
   • June 10, 2015

5. company leaving MEP

   By Earl, June 10, 2015   

   • first 5500?
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • June 10, 2015

6. Schedule H

   By cdavis25, June 10, 2015
   • 2 replies
   • 1.2k views
   • 
   • cdavis25
   • June 10, 2015

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

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

8. Sole Proprietor has no EIN for 5500ez

   By kwalified, May 29, 2015
   • 3 replies
   • 1.3k views
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   • Bill Presson
   • June 2, 2015

9. 5500EZ and Rev. Proc 2014-32 (Penalty relief for late filers)

   By Lori H, May 29, 2015
   • 3 replies
   • 2.4k views
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   • Belgarath
   • June 1, 2015

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

    By jkharvey, May 27, 2015
    • 4 replies
    • 1.5k views
    • 
    • ESOP Guy
    • May 27, 2015

11. DFVCP?

    By WCC, May 26, 2015
    • 6 replies
    • 2.9k views
    • 
    • WCC
    • May 27, 2015

12. 8955-SSA question

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

13. 5500: reporting life insurance premium

    By doombuggy, May 21, 2015   

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

14. Schedule H where to report credit...

    By pmacduff, May 19, 2015
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • May 19, 2015

15. Standard for When to Amend 5500?

    By SadieJane, May 15, 2015   

    • 5500
    • 1 reply
    • 4.6k views
    • 
    • Belgarath
    • May 15, 2015

16. 5500-SF Line 8e certain deemed distributions

    By Guest AP914, May 14, 2015
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • May 14, 2015

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

    By austin3515, May 4, 2015
    • 13 replies
    • 2.7k views
    • 
    • Kevin C
    • May 11, 2015

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

    By Jerry Erisa, May 9, 2015
    • 0 replies
    • 1.5k views
    • 
    • Jerry Erisa
    • May 9, 2015

19. 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
    • 1.6k views
    • 
    • Beemer
    • May 5, 2015

20. Partial Plan Termination and 5500-SF

    By Gadgetfreak, April 28, 2015
    • 4 replies
    • 3.3k views
    • 
    • david rigby
    • April 28, 2015

21. SAR / Late Deposits

    By austin3515, April 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • April 27, 2015

22. Form 5500 Merged Plans

    By Vlad401k, April 21, 2015
    • 2 replies
    • 1.5k views
    • 
    • My 2 cents
    • April 21, 2015

23. Short Plan Year Due to Termination

    By Vlad401k, April 21, 2015
    • 2 replies
    • 9.9k views
    • 
    • ESOP Guy
    • April 21, 2015

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

    By t.haley, April 20, 2015
    • 1 reply
    • 2.5k views
    • 
    • Flyboyjohn
    • April 20, 2015

25. 5500 or 5500ez

    By tertue, February 19, 2015   

    • C Corp 1 employee 5 owners
    • 13 replies
    • 2.7k views
    • 
    • Mike Preston
    • April 16, 2015

26. Health & Welfare 5500

    By Earl, April 15, 2015   

    • Schedule C exemption
    • 4 replies
    • 2.8k views
    • 
    • Earl
    • April 16, 2015

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

    By Vlad401k, April 9, 2015
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 9, 2015

28. Contributions Funded Through Forfeiture (Schedule I Question)

    By Stash026, April 7, 2015
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 7, 2015

29. 5500 Plan Characteristics Code 3C

    By jkharvey, April 3, 2015
    • 0 replies
    • 1.7k views
    • 
    • jkharvey
    • April 3, 2015

30. just released 5500-SUP guidelines

    By Tom Poje, March 31, 2015
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 1, 2015

31. Minimum Funding Question on 5500 EZ

    By MarZDoates, March 31, 2015
    • 3 replies
    • 1.2k views
    • 
    • MarZDoates
    • March 31, 2015

32. Non profit & automatic extension

    By TPApril, March 25, 2015
    • 1 reply
    • 1.6k views
    • 
    • Flyboyjohn
    • March 26, 2015

33. Confusion about 5500-EZ instructions

    By robbie, March 19, 2015   

    • solo 401k
    • contributions made after Dec
    • 6 replies
    • 2.6k views
    • 
    • Bird
    • March 19, 2015

34. DFVCP and Late Top-Hat Filing

    By ehamilton, February 20, 2015   

    • DFVCP
    • DFVC
    • (and 2 more)

      Tagged with:

      • DFVCP
      • DFVC
      • Top-Hat Filing
      • 5500
    • 1 reply
    • 2.4k views
    • 
    • Flyboyjohn
    • March 17, 2015

35. New Plan, no assets

    By Chey1999, March 17, 2015
    • 3 replies
    • 1.2k views
    • 
    • My 2 cents
    • March 17, 2015

36. Relius Government Forms

    By Andy the Actuary, March 8, 2015
    • 3 replies
    • 2.7k views
    • 
    • Beemer
    • March 13, 2015

37. Can an ERISA plan become non-ERISA?

    By Flyboyjohn, March 11, 2015
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 12, 2015

38. FTWilliam Pricing - Punishing Smaller Firms?

    By shullback, March 6, 2015   

    • Form 5500
    • 2 replies
    • 2.3k views
    • 
    • Belgarath
    • March 9, 2015

39. 2014 8955-SSA Vendor roll out

    By Jerry Erisa, February 10, 2015
    • 7 replies
    • 2.8k views
    • 
    • Jerry Erisa
    • March 6, 2015

40. when must a self employed 401-k file form 5500?

    By KevinMc, January 26, 2015
    • 3 replies
    • 2.7k views
    • 
    • Lou S.
    • March 2, 2015

41. Form 8955-SSA Filing

    By French, February 16, 2015
    • 6 replies
    • 3.6k views
    • 
    • Tom Poje
    • February 23, 2015

42. 5500EZ OK if other eligibles don't contribute?

    By Flyboyjohn, February 11, 2015
    • 1 reply
    • 972 views
    • 
    • Lou S.
    • February 11, 2015

43. Business Codes

    By TPApril, January 22, 2015
    • 1 reply
    • 2.3k views
    • 
    • K2retire
    • January 22, 2015

44. DB Plan setup and deadline

    By charlitsai, January 8, 2015   

    • DB deadline
    • 5 replies
    • 1.5k views
    • 
    • charlitsai
    • January 13, 2015

45. changes to form 5500 for 2014

    By Tom Poje, December 16, 2014
    • 8 replies
    • 2.9k views
    • 
    • BeanCounterBlues
    • January 8, 2015

46. Form 5500 - New Multiple Employer Reporting

    By Gruegen, January 8, 2015
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • January 8, 2015

47. 5500 sup instructions

    By Tom Poje, December 22, 2014
    • 0 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 22, 2014

48. Real estate expenses

    By austin3515, November 15, 2014
    • 7 replies
    • 2.3k views
    • 
    • austin3515
    • November 17, 2014

49. Form 5500-SUP

    By buckaroo, October 24, 2014
    • 19 replies
    • 5.3k views
    • 
    • austin3515
    • November 14, 2014

50. FT William Software?

    By EPCRSGuru, November 12, 2014
    • 8 replies
    • 2.7k views
    • 
    • GMK
    • November 13, 2014