Form 5500

3,272 topics in this forum

1. just released 5500-SUP guidelines

   By Tom Poje, March 31, 2015
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • April 1, 2015

2. Non profit & automatic extension

   By TPApril, March 25, 2015
   • 1 reply
   • 1.5k views
   • 
   • Flyboyjohn
   • March 26, 2015

3. Confusion about 5500-EZ instructions

   By robbie, March 19, 2015   

   • solo 401k
   • contributions made after Dec
   • 6 replies
   • 2.2k views
   • 
   • Bird
   • March 19, 2015

4. New Plan, no assets

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

5. 5500 SF Participant count difference between line 5a and 5(d)(1)

   By Jim Chad, March 13, 2015
   • 4 replies
   • 5.4k views
   • 
   • cs771
   • June 29, 2015

6. Can an ERISA plan become non-ERISA?

   By Flyboyjohn, March 11, 2015
   • 4 replies
   • 1.4k views
   • 
   • Peter Gulia
   • March 12, 2015

7. Relius Government Forms

   By Andy the Actuary, March 8, 2015
   • 3 replies
   • 2.5k views
   • 
   • Beemer
   • March 13, 2015

8. FTWilliam Pricing - Punishing Smaller Firms?

   By shullback, March 6, 2015   

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

9. 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
   • 2.2k views
   • 
   • Flyboyjohn
   • March 17, 2015

10. 5500 or 5500ez

    By tertue, February 19, 2015   

    • C Corp 1 employee 5 owners
    • 13 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 16, 2015

11. Form 8955-SSA Filing

    By French, February 16, 2015
    • 6 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 23, 2015

12. 5500EZ OK if other eligibles don't contribute?

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

13. 2014 8955-SSA Vendor roll out

    By Jerry Erisa, February 10, 2015
    • 7 replies
    • 2.6k views
    • 
    • Jerry Erisa
    • March 6, 2015

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

    By KevinMc, January 26, 2015
    • 3 replies
    • 2.4k views
    • 
    • Lou S.
    • March 2, 2015

15. Business Codes

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

16. DB Plan setup and deadline

    By charlitsai, January 8, 2015   

    • DB deadline
    • 5 replies
    • 1.3k views
    • 
    • charlitsai
    • January 13, 2015

17. Form 5500 - New Multiple Employer Reporting

    By Gruegen, January 8, 2015
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • January 8, 2015

18. 5500 sup instructions

    By Tom Poje, December 22, 2014
    • 0 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 22, 2014

19. changes to form 5500 for 2014

    By Tom Poje, December 16, 2014
    • 8 replies
    • 2.6k views
    • 
    • BeanCounterBlues
    • January 8, 2015

20. Real estate expenses

    By austin3515, November 15, 2014
    • 7 replies
    • 2.2k views
    • 
    • austin3515
    • November 17, 2014

21. FT William Software?

    By EPCRSGuru, November 12, 2014
    • 8 replies
    • 2.3k views
    • 
    • GMK
    • November 13, 2014

22. MEP new rule for 5500 filing

    By Tom Poje, November 10, 2014
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 10, 2014

23. 5500 requirements in the 1980's

    By Guest Al Bear, November 8, 2014   

    • 5500-EZ Late-filer program
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 10, 2014

24. Form 5500 EZ--Are beneficiaries counted for the plan?

    By Guest johncpa, November 7, 2014   

    • Form 5500 SF
    • 3 replies
    • 1.8k views
    • 
    • Calavera
    • November 7, 2014

25. 5500 to 5500EZ

    By Guest jhuffstick@aol.com, October 28, 2014
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • June 24, 2015

26. Form 5500-SUP

    By buckaroo, October 24, 2014
    • 19 replies
    • 4.8k views
    • 
    • austin3515
    • November 14, 2014

27. Executor(trix) Fees

    By Guest David B, October 24, 2014
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • October 27, 2014

28. Is it late?

    By MarZDoates, October 20, 2014
    • 5 replies
    • 2.5k views
    • 
    • chc93
    • October 21, 2014

29. Different statuses for Form 5500-SF

    By jsmith1985, October 16, 2014
    • 1 reply
    • 861 views
    • 
    • Tom Poje
    • October 16, 2014

30. Form 5500 Deadline

    By jsmith1985, October 15, 2014
    • 4 replies
    • 935 views
    • 
    • jsmith1985
    • October 16, 2014

31. Solo 401k plan closed issue

    By jsmith1985, October 15, 2014
    • 22 replies
    • 3.3k views
    • 
    • Mike Preston
    • October 18, 2014

32. 5500-EZ or 5500-SF online

    By jsmith1985, October 15, 2014
    • 4 replies
    • 1.9k views
    • 
    • chc93
    • October 16, 2014

33. Form 5500 Plan Characteristic Codes

    By jsmith1985, October 15, 2014
    • 5 replies
    • 3.6k views
    • 
    • jsmith1985
    • October 16, 2014

34. Final Filing 5500-SF DB Plan

    By Lou S., October 9, 2014
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 9, 2014

35. 5330 Not extended

    By CJS07, October 9, 2014
    • 1 reply
    • 905 views
    • 
    • ESOP Guy
    • October 9, 2014

36. Schedule SF - Qualifed Assets

    By Chippy, October 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • October 8, 2014

37. No 5500-EZ to 5500-SF

    By austin3515, October 8, 2014
    • 2 replies
    • 1k views
    • 
    • austin3515
    • October 8, 2014

38. VALIC

    By austin3515, October 6, 2014
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • October 7, 2014

39. Any Recourse for the 5558 Being Filed Late?

    By mming, October 4, 2014
    • 3 replies
    • 3.2k views
    • 
    • ESOP Guy
    • October 6, 2014

40. 5500 - Unfunded Safe Harbor

    By CJS07, October 3, 2014   

    • Late SH Deposit
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 6, 2014

41. Schedule C Required???

    By Cynchbeast, October 1, 2014
    • 4 replies
    • 1.3k views
    • 
    • My 2 cents
    • October 1, 2014

42. Master Trust reporting in Form 5500

    By Guest TPALona, September 30, 2014
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 30, 2014

43. Uncashed Distribution checks

    By Chippy, September 25, 2014
    • 5 replies
    • 2.1k views
    • 
    • Chippy
    • September 25, 2014

44. Form 5558 Filed Until 9-15-14

    By khn, September 24, 2014
    • 5 replies
    • 931 views
    • 
    • khn
    • September 25, 2014

45. 5500 counts terminated 0% vested but still has an account

    By ESOP Guy, September 16, 2014
    • 12 replies
    • 3.2k views
    • 
    • ESOP Guy
    • July 21, 2015

46. Unusual Processing Delay?

    By Andy the Actuary, September 10, 2014
    • 5 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • September 10, 2014

47. 2013 5558 Extension of Time

    By D Lewis, September 5, 2014
    • 11 replies
    • 1.8k views
    • 
    • D Lewis
    • September 8, 2014

48. Schedule A requuired?

    By Craig Schiller, September 3, 2014
    • 0 replies
    • 795 views
    • 
    • Craig Schiller
    • September 3, 2014

49. Wrap Plan for Section 125 Plan

    By Guest ESOPADMIN, September 2, 2014
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • September 2, 2014

50. Code 2E if 401(k)/SH Only

    By austin3515, September 2, 2014
    • 7 replies
    • 3.7k views
    • 
    • Tom Poje
    • September 3, 2014