Form 5500

3,277 topics in this forum

1. PTIN fiasco

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

2. 5500 EZ DFVC

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

3. Fidelity Bond

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

4. Long term part-time employees/participant count

   By pmacduff, February 23, 2023
   • 4 replies
   • 2k views
   • 
   • pmacduff
   • March 16, 2023

5. Obligation to provide Schedule P for prior years

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

6. Form 5500 in year of Asset Sale

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

7. Current Value Cost Reporting

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

8. Schedule R - 2005

   By Guest jae3207, June 29, 2006
   • 5 replies
   • 2k views
   • 
   • Guest
   • July 3, 2006

9. 5500 Audit Requirements

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

10. 1ST YEAR 5500

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

11. Form 5500 filing guide book

    By doombuggy, March 7, 2005
    • 4 replies
    • 2k views
    • 
    • doombuggy
    • March 28, 2005

12. 1999 Schedule T required for plan that filed a 1997 5500-C and did not

    By mming, June 16, 2000
    • 0 replies
    • 2k views
    • 
    • mming
    • June 16, 2000

13. Schedule D filing for JOhn Hancock

    By Guest RustyNickel, June 14, 2011
    • 1 reply
    • 2k views
    • 
    • A Shot in the Dark
    • June 14, 2011

14. Delinquent Filer Program

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

15. Form 5500-SF for 2010 plan year

    By chc93, March 25, 2010
    • 2 replies
    • 2k views
    • 
    • chc93
    • March 26, 2010

16. 5500sf - do you count 0% vested?

    By jmartin, July 9, 2018
    • 6 replies
    • 2k views
    • 
    • BG5150
    • July 11, 2018

17. Large plan vs small plan filing

    By Guest susa, May 3, 2004
    • 2 replies
    • 2k views
    • 
    • Theresa Lynn
    • May 4, 2004

18. Service Auditor's Report (SAS 70) - Who is required to have one?

    By Guest Sponias, September 30, 2004
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 7, 2004

19. fringe benefit plans

    By Guest leon, July 17, 2003
    • 3 replies
    • 2k views
    • 
    • Theresa Lynn
    • July 28, 2003

20. Form 5500 for 2014 calendar year

    By chc93, February 7, 2014
    • 2 replies
    • 2k views
    • 
    • chc93
    • February 7, 2014

21. FTWilliam Pricing - Punishing Smaller Firms?

    By shullback, March 6, 2015   

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

22. 5330 paid preparer

    By Guest bernie lomax, August 4, 2009
    • 1 reply
    • 2k views
    • 
    • Bill Presson
    • August 4, 2009

23. Electronic Filing of Form 5558

    By Tom, November 13, 2023
    • 5 replies
    • 2k views
    • 
    • CTipper
    • July 10, 2025

24. Wrap Document for Group Welfare Benefit Plans

    By Christine Roberts, March 6, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 9, 2001

25. Schedule H, Line 3(a)(1)

    By Belgarath, August 7, 2003
    • 10 replies
    • 2k views
    • 
    • Guest
    • August 19, 2003

26. Final 5500 Short 2009 PYE

    By jkharvey, October 22, 2009
    • 4 replies
    • 2k views
    • 
    • Bird
    • November 1, 2009

27. 5500 Schedule I - Line 2h

    By PainPA, September 2, 2008
    • 2 replies
    • 2k views
    • 
    • Bird
    • September 3, 2008

28. rpa 94

    By Guest GTD53, February 22, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 22, 2010

29. 132 plan - 5500 neded?

    By Guest cculhane, June 16, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 25, 2001

30. Trust ID number - any way to verify???

    By maverick, February 4, 2002
    • 2 replies
    • 2k views
    • 
    • maverick
    • February 4, 2002

31. 5500-SF

    By thepensionmaven, July 22, 2016
    • 12 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • August 1, 2016

32. 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

33. Schedule C

    By Guest Pension250, February 8, 2010
    • 2 replies
    • 2k views
    • 
    • Laura Harrington
    • February 16, 2010

34. Is a 5500 form required for a normally "unfunded" welfare pl

    By Guest LTM, February 21, 2001
    • 3 replies
    • 2k views
    • 
    • Kristina
    • March 2, 2001

35. Form 5500 deadline

    By KevinMc, July 29, 2016
    • 5 replies
    • 2k views
    • 
    • My 2 cents
    • July 29, 2016

36. Small Plan Audit Waiver Bonding when Non Qualified Assets change during plan year

    By Pixie, August 23, 2013
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • August 23, 2013

37. Self-funded health plan

    By Guest Melissa Winslow, January 10, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 10, 2002

38. SAR (hyperprep generated) for 1999 plan year

    By Guest TFONZ, September 1, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 1, 2000

39. HELP! Late filer 5500-EZ

    By Guest skeezer, August 2, 2006
    • 3 replies
    • 2k views
    • 
    • KateSmithPA
    • August 14, 2006

40. Late 5500, 5558 was missed

    By Guest TomV, December 15, 2010
    • 3 replies
    • 2k views
    • 
    • Bill Presson
    • December 16, 2010

41. Schedule I & Forfeitures

    By Guest rachd, March 30, 2004
    • 5 replies
    • 2k views
    • 
    • Archimage
    • April 8, 2004

42. When to file the 5330 (Excise tax)

    By Guest Achilles, March 7, 2005
    • 2 replies
    • 2k views
    • 
    • david rigby
    • March 7, 2005

43. What should be done if Schedule P received from the trustee does not i

    By John A, August 9, 2000
    • 5 replies
    • 2k views
    • 
    • richard
    • August 27, 2000

44. question on multiple employer plans & question on qslobs

    By Guest edsy, October 20, 2005
    • 2 replies
    • 2k views
    • 
    • stephen
    • October 20, 2005

45. Calculation of DFVC Late filing Penalty

    By Guest PLHart, August 25, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 27, 2003

46. Late 8955-SSA

    By austin3515, March 7, 2025
    • 5 replies
    • 2k views
    • 
    • jkdoll2
    • January 9

47. How to answer Lines 6a and 10b of 5500-SF

    By Oh so SIMPLE, June 15, 2011
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 2, 2012

48. Unusual Processing Delay?

    By Andy the Actuary, September 10, 2014
    • 5 replies
    • 2k views
    • 
    • Andy the Actuary
    • September 10, 2014

49. "We made changes to your...Form 5500"

    By Bird, March 16, 2018
    • 4 replies
    • 2k views
    • 
    • K2retire
    • March 19, 2018

50. Amended 8955-SSA

    By Guest Hk.lee, July 30, 2012
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 31, 2012