Form 5500

3,272 topics in this forum

1. Credentials do not match signer's name

   By BG5150, February 8, 2023
   • 1 reply
   • 473 views
   • 
   • RatherBeGolfing
   • February 8, 2023

2. Cross-Tested Plan

   By Guest MPITTS, June 13, 2001
   • 3 replies
   • 2.1k views
   • 
   • rcline46
   • June 19, 2001

3. cross-tested plans

   By HarleyBabe, May 3, 2007
   • 4 replies
   • 1.7k views
   • 
   • J Simmons
   • May 4, 2007

4. Currency Gain / Loss

   By Guest AJ Milano, February 22, 2005
   • 1 reply
   • 1.2k views
   • 
   • RCK
   • February 28, 2005

5. Current Value Cost Reporting

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

6. Date on Form 5558

   By Guest txtech, July 20, 2005
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 20, 2005

7. date required on Form 5558

   By thepensionmaven, May 9, 2021
   • 1 reply
   • 557 views
   • 
   • BG5150
   • May 10, 2021

8. Dating Hardcopy 5500's

   By austin3515, October 15, 2010
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • October 15, 2010

9. Davis Bacon - delinquent contributions?

   By TPApril, September 30, 2022
   • 2 replies
   • 560 views
   • 
   • Peter Gulia
   • September 30, 2022

10. Davis Bacon Plan

    By Santo Gold, July 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • July 14, 2008

11. DB Plan 2023 Schedule R line 21a

    By Panda, October 4, 2024
    • 3 replies
    • 584 views
    • 
    • Bri
    • October 4, 2024

12. DB Plan setup and deadline

    By charlitsai, January 8, 2015   

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

13. DB plan to DC plan

    By Guest LVanSteeter, September 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2002

14. DB plan with post-10/15 contributions - auditor thoughts?

    By Bug on my window, August 6, 2020
    • 2 replies
    • 675 views
    • 
    • C. B. Zeller
    • August 9, 2020

15. DC Master Trust and Form 5500

    By alexa, October 4, 2024
    • 1 reply
    • 375 views
    • 
    • Bug on my window
    • October 4, 2024

16. DC Plan Audit Reqm't

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

17. Deadline

    By Guest ArrowMatt, July 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 11, 2003

18. Deadline for amending 5500s

    By Guest KennyH, June 20, 2013
    • 11 replies
    • 6.2k views
    • 
    • JanetJ
    • February 23, 2021

19. deadline to file 5500 forms

    By Jakyasar, March 29, 2020
    • 9 replies
    • 1.4k views
    • 
    • Jakyasar
    • March 31, 2020

20. Dear IRS - Are you serious??

    By austin3515, November 18, 2016
    • 6 replies
    • 1.3k views
    • 
    • My 2 cents
    • November 18, 2016

21. Deemed Distribution reporting

    By Brenda Wren, October 15, 2008
    • 5 replies
    • 6.4k views
    • 
    • Guest
    • May 22, 2013

22. Deemed Distribution Reporting on Schedule I

    By MBCarey, June 11, 2002
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • June 11, 2002

23. Defaulted Loans reporting.

    By jquazza, March 25, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 25, 2004

24. Defined Benefit Plans and Tax Return Verifications

    By Guest Lynn123, March 27, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 27, 2009

25. Defining Delinquency with Respect to DFVC Program

    By WDIK, July 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 13, 2004

26. Definition of Master Trust?

    By Guest rachd, July 17, 2003
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • July 17, 2003

27. Definition of plan participant

    By Guest S Craig, April 10, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • April 13, 2006

28. Delayed Audit / Short Plan Year - Interesting Read on Rules

    By austin3515, February 13, 2018
    • 9 replies
    • 3.3k views
    • 
    • K2retire
    • February 15, 2018

29. Delayed Spin-Off & Form 5500

    By Guest AEA, April 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2007

30. delinquent 401k deposit w/in blackout period & reporting

    By TPApril, August 23, 2024
    • 2 replies
    • 1k views
    • 
    • david rigby
    • August 25, 2024

31. Delinquent 5500 EZ

    By Guest Alison Williams, October 29, 2001
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • October 30, 2001

32. Delinquent 5500 EZ - Excess Contribution

    By jmartin, December 9, 2020
    • 3 replies
    • 615 views
    • 
    • C. B. Zeller
    • December 11, 2020

33. delinquent 5500 for 2009

    By gregburst, February 18, 2011
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2011

34. Delinquent 5500-EZ - paper or e-file?

    By Spencer, October 3, 2016   

    • 5500-EZ
    • delinquent
    • (and 1 more)

      Tagged with:

      • 5500-EZ
      • delinquent
      • e-file
    • 1 reply
    • 903 views
    • 
    • Flyboyjohn
    • October 3, 2016

35. Delinquent 5500s, 5500-EZ and SF's Across 18 Years

    By JMH ERISA, June 28, 2020
    • 11 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • June 30, 2020

36. delinquent deferral contributions

    By pmacduff, November 22, 2019
    • 2 replies
    • 648 views
    • 
    • Kristina
    • November 25, 2019

37. Delinquent EZ and SF - which to file first?

    By C. B. Zeller, September 19, 2018
    • 3 replies
    • 491 views
    • 
    • John Feldt ERPA CPC QPA
    • September 20, 2018

38. Delinquent Filer - information only returns

    By SheilaD, September 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • SheilaD
    • September 28, 2011

39. Delinquent Filer Program

    By Guest Scarlet Knight, March 16, 2010
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 17, 2010

40. Delinquent filer program

    By Guest Salvador A Mander, November 8, 2011
    • 0 replies
    • 975 views
    • 
    • Guest
    • November 8, 2011

41. Delinquent Filer Voluntary compliance program

    By Chippy, December 8, 2010
    • 8 replies
    • 1.9k views
    • 
    • Chippy
    • December 10, 2010

42. Delinquent for ten years in filing 5500sf

    By sadiegirl, April 15, 2017
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • April 17, 2017

43. Delinquent Form 5500-EZ's

    By 415 Limit, June 17, 2010
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • June 17, 2010

44. Delinquent Form 8955-SSA

    By mming, January 7, 2021
    • 5 replies
    • 1.3k views
    • 
    • mming
    • January 12, 2021

45. Delinquent Forms 5500

    By Guest Trirod, May 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 13, 2004

46. Delinquent Forms procedures now?

    By John A, August 20, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • August 20, 2001

47. Deliquent 403(b) Filings

    By bzorc, July 16, 2010
    • 7 replies
    • 2.1k views
    • 
    • bzorc
    • July 21, 2010

48. deliquent 5500 filing: DFVCP or not?

    By Guest cbev, March 8, 2007
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • March 8, 2007

49. Delivery of Summary Annual Report

    By MarZDoates, July 11, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 11, 2003

50. Demutualization proceeds

    By Guest Jose Rosario, December 27, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 2002