Form 5500

3,277 topics in this forum

1. After-Tax and first year for 401(m) testing

   By Just Tri, August 28, 2025
   • 4 replies
   • 470 views
   • 
   • Paul I
   • August 29, 2025

2. Line 9: Is Stop-Loss Insurance?

   By sloble@crowleyfleck.com, July 21, 2005
   • 4 replies
   • 2.5k views
   • 
   • sloble@crowleyfleck.com
   • July 25, 2005

3. SAS 70 Report

   By Guest jusducki, May 10, 2006
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • May 10, 2006

4. Form 5500 Requirement

   By Guest MbCarey, August 16, 2010
   • 4 replies
   • 1.2k views
   • 
   • MBCarey
   • August 16, 2010

5. Web Clients 10/12 cutoff for filing

   By HarleyBabe, September 20, 2010
   • 4 replies
   • 1.1k views
   • 
   • 12AX7
   • September 20, 2010

6. 5500 Signed by non-enrolled actuary

   By Guest Benefits19103, July 11, 2014   

   • 5500
   • enrolled actuary
   • (and 1 more)

     Tagged with:

     • 5500
     • enrolled actuary
     • misrepresentation
   • 4 replies
   • 1.3k views
   • 
   • david rigby
   • July 11, 2014

7. IFILE Signing as Preparer

   By austin3515, October 15, 2010
   • 4 replies
   • 1.2k views
   • 
   • austin3515
   • October 15, 2010

8. Schedule A Information for 5500-SF Filer

   By 5500sorBust, May 22, 2020
   • 4 replies
   • 1.1k views
   • 
   • Lou S.
   • June 3, 2020

9. Client mailed 2019 5500 instead of filing through EFAST - now what?

   By t.haley, July 21, 2020
   • 4 replies
   • 1k views
   • 
   • imchipbrown
   • July 24, 2020

10. Form 5500-SF Part VIII 14a

    By TH 401k, May 7, 2025
    • 4 replies
    • 1.6k views
    • 
    • Paul I
    • May 7, 2025

11. Exception for a non profit organization filing a Form 5500

    By eilano, October 29, 2003
    • 4 replies
    • 14.5k views
    • 
    • Ron Snyder
    • November 29, 2003

12. Included in Calculation of Assets?

    By BT, October 25, 2018
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2018

13. 5500 Cash Basis - 2nd year of plan, 1st year of contr

    By Guest richez, May 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • May 11, 2006

14. Schedule A - fail to provide any information checkbox

    By TPApril, December 24, 2013
    • 4 replies
    • 975 views
    • 
    • TPApril
    • December 26, 2013

15. Authorized Service Provider - Signing 5500 Filing?

    By 5500sorBust, May 8, 2025
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 9, 2025

16. Is a 5500 required (small self-insured medical plan that receives employee contributions).

    By Moe Howard, May 6, 2004
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 6, 2004

17. Responding to IRS Notices-Who Should Respond?

    By Guest MS TPA, January 12, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2011

18. Schedule T, Line 3, disaggregated parts

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

19. DFVC

    By thepensionmaven, March 2, 2020
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • March 6, 2020

20. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 24, 2020

21. Final 5500 for 401(k) Plan

    By Guest ARuper, June 28, 2002
    • 4 replies
    • 3.3k views
    • 
    • Earl
    • July 10, 2002

22. How are ETF's classified?

    By Guest curmudgeon, March 16, 2005
    • 4 replies
    • 4.9k views
    • 
    • JanetM
    • March 17, 2005

23. Schedule I

    By Guest JohnSB, May 16, 2007
    • 4 replies
    • 1.5k views
    • 
    • JanetM
    • May 17, 2007

24. Reporting Cash Value of Life Insurance Policy in retirement plan

    By Casey, October 7, 2005
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 11, 2005

25. 5500 EE Count - Rehires

    By Guest sao0308, May 11, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 11, 2006

26. Schedule H required for group medical plan?

    By SLuskin, December 12, 2000
    • 4 replies
    • 1.8k views
    • 
    • SLuskin
    • December 21, 2000

27. Sched H - Report delinquent contributions until Restored & Lost Earnings Deposited, or until VFCP?

    By TPApril, December 19, 2024
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • December 20, 2024

28. using 2007 Form 5500 for 2008 plan year

    By chc93, November 4, 2008
    • 4 replies
    • 1.6k views
    • 
    • chc93
    • November 5, 2008

29. Statement of Reasonable Cause

    By ombskid, February 2, 2007
    • 4 replies
    • 6.7k views
    • 
    • Guest
    • February 22, 2007

30. P-215 EFAST2 Warning Plan Termination

    By 401(k)guru, July 21, 2010
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 5, 2010

31. 5500-EZ and Schedule SB Timing

    By Dougsbpc, August 7, 2013
    • 4 replies
    • 2.7k views
    • 
    • Bri
    • August 29, 2019

32. Form 8955 SSA

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

33. Late deposits reported on the Schedule H

    By ratherbereading, September 24, 2020
    • 4 replies
    • 2.3k views
    • 
    • ratherbereading
    • September 25, 2020

34. Schedule I question 4k Bonding

    By PFranckowiak, August 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • September 2, 2010

35. Schedule R question 21b (or SF 14b)

    By WCC, January 8
    • 4 replies
    • 356 views
    • 
    • TPABob
    • January 9

36. DC Plan Audit Reqm't

    By RestAssured, April 22, 2024
    • 4 replies
    • 990 views
    • 
    • RestAssured
    • May 1, 2024

37. Does Sch SSA have to be given to participants when employer goes out of business?

    By Guest Moe Howard2, June 4, 2004
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 5, 2004

38. Relius Gov't Forms not printing

    By Dinosaur, October 19, 2010
    • 4 replies
    • 1.6k views
    • 
    • TPAMan
    • October 19, 2010

39. Trust ID vs. Employter ID on the 5500

    By Guest rachd, January 15, 2003
    • 4 replies
    • 1.3k views
    • 
    • maverick
    • January 16, 2003

40. Market to market asset valuations

    By Guest death and taxes, June 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Kristina
    • June 11, 2001

41. Is Schedule A required with 5500-SF

    By Pammie57, February 28, 2022
    • 4 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • March 1, 2022

42. Any exceptions for a PBGC trusteed plan?

    By smm, July 26, 2006
    • 4 replies
    • 2.6k views
    • 
    • rcline46
    • July 26, 2006

43. Pension Code 3C

    By Guest Boilerburm1, May 17, 2007
    • 4 replies
    • 2.1k views
    • 
    • JanetM
    • May 17, 2007

44. 5500 Penalties due to in accurate data

    By TPApril, April 13, 2015
    • 4 replies
    • 4.9k views
    • 
    • RatherBeGolfing
    • February 23, 2021

45. One participant plan and Form 5500-SF

    By cpc0506, May 30, 2017
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 10, 2021

46. Calendar Year 5500 Due Date

    By AATPA, July 29, 2020
    • 4 replies
    • 948 views
    • 
    • AATPA
    • August 3, 2020

47. Hurrican Irene Extension - What to Type

    By austin3515, October 17, 2011
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • November 2, 2011

48. Form 5500 & Self Directed Brokerage accounts

    By MBCarey, September 3, 2002
    • 4 replies
    • 5.6k views
    • 
    • MBCarey
    • September 4, 2002

49. 1ST YEAR 5500

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

50. What are you doing regarding late 5500s?

    By No Name, March 11, 2004
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • March 19, 2004