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Form 5500

3,277 topics in this forum

  1. I file or other methods

    By SSRRS,
    • 3 replies
    • 1.5k views

  2. Making some or all of the plan's data not public on EFAST2

    By ESOP Guy,
    • 1 reply
    • 1.3k views

  3. DFEs, MEP and DCG Reporting on 5500 for Plan Types

    By 401kology,   
    • 1 reply
    • 1.3k views

  4. Plan Sponsor Name not updated on Plan Document

    By KP19,
    • 3 replies
    • 1.8k views

  5. Can a Plan's Tax ID be found on the internet?

    By RayJJohnsonJr,
    • 12 replies
    • 2.4k views

  6. Form 5500 form late filing thru DFVCP

    By Mohan,
    • 2 replies
    • 1.4k views

  7. First Year Report (5500)

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  8. Unsure

    By thepensionmaven,
    • 2 replies
    • 1.4k views

  9. Correcting Form 5500 filed without Audit Report?

    By kmhaab,
    • 2 replies
    • 1.7k views

  10. Plan merger reporting - GRRR!

    By Belgarath,
    • 3 replies
    • 1.5k views

  11. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro,
    • 4 replies
    • 1.6k views

  12. First time 5500-EZ

    By HipHiro,
    • 3 replies
    • 1.2k views

  13. EZ under 250k not required to file even if the EZ is a 990 EZ?

    By SSRRS,
    • 3 replies
    • 1.2k views

  14. Amended 5500EZ

    By EJS_TPA,
    • 1 reply
    • 1.8k views

  15. DFVCP fee

    By SSRRS,
    • 2 replies
    • 1.4k views

  16. Amend 5500-EZ - client covered under FEMA Disaster Zone Declaration 36-12 as IR24-234

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  17. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd,
    • 3 replies
    • 1.3k views

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

    By TPApril,
    • 4 replies
    • 1.9k views

  19. Plan merger and final 5500 - 1/1 merger date

    By Belgarath,
    • 21 replies
    • 10.7k views

  20. Plan Transfer to 457 Plan

    By tpa_girl,
    • 2 replies
    • 982 views

  21. Extra 401k deposited, but not withheld - how to show on 5500

    By TPApril,
    • 2 replies
    • 1.1k views

  22. 8955-SSA Typos?

    By DanyelN,
    • 6 replies
    • 1.2k views

  23. 4T - Multiple Employer Code

    By 5500Nerd,
    • 0 replies
    • 668 views

  24. issues with EFAST system?

    By t.haley,
    • 1 reply
    • 1k views

  25. Writing in info the EZ that is mailed to IRS

    By SSRRS,
    • 2 replies
    • 690 views

  26. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 636 views

  27. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001,
    • 4 replies
    • 1.2k views

  28. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 477 views

  29. Wrong Plan name on 5558--what to do

    By BG5150,
    • 6 replies
    • 1.4k views

  30. Plan switched carriers in 2023--do I need attachment per 4j on Sch H?

    By BG5150,
    • 0 replies
    • 430 views

  31. Plan effective 2023 but adopted in 2024--5500 needed?

    By BG5150,
    • 2 replies
    • 664 views

  32. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood,
    • 2 replies
    • 867 views

  33. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 562 views

  34. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate,   
    • 3 replies
    • 754 views

  35. DC Master Trust and Form 5500

    By alexa,
    • 1 reply
    • 400 views

  36. DB Plan 2023 Schedule R line 21a

    By Panda,
    • 3 replies
    • 626 views
    • Bri
    • Bri

  37. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 474 views

  38. Small business, 3 owners, no employees. Can we file 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 511 views

  39. Participant Counts for 2023 5500s--Eligible Employees WIthout Balances

    By EPCRSGuru,
    • 4 replies
    • 1.3k views

  40. Form 5500-SF vs 5500-EZ and ERISA bond question

    By LMK TPA,
    • 1 reply
    • 621 views

  41. one person..two plans first filing year only one plan funded

    By Draper55,
    • 1 reply
    • 525 views

  42. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 496 views

  43. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 479 views

  44. Bizarro 5500 question from client

    By Santo Gold,
    • 7 replies
    • 1.1k views

  45. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 731 views

  46. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 497 views

  47. Form 5500 filed but not required - any notice to DOL necessary to stop filing?

    By t.haley,
    • 2 replies
    • 536 views

  48. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 239 views

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

    By TPApril,
    • 2 replies
    • 1.1k views

  50. Relius SB overrides on the SB - possible or impossible

    By Bug on my window,
    • 1 reply
    • 371 views
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