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Form 5500

3,272 topics in this forum

  1. First Year Report (5500)

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  2. Unsure

    By thepensionmaven,
    • 2 replies
    • 1.4k views

  3. Correcting Form 5500 filed without Audit Report?

    By kmhaab,
    • 2 replies
    • 1.6k views

  4. Plan merger reporting - GRRR!

    By Belgarath,
    • 3 replies
    • 1.4k views

  5. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro,
    • 4 replies
    • 1.5k views

  6. First time 5500-EZ

    By HipHiro,
    • 3 replies
    • 1.2k views

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

    By SSRRS,
    • 3 replies
    • 1.2k views

  8. Amended 5500EZ

    By EJS_TPA,
    • 1 reply
    • 1.7k views

  9. DFVCP fee

    By SSRRS,
    • 2 replies
    • 1.3k views

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

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  11. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd,
    • 3 replies
    • 1.3k views

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

    By TPApril,
    • 4 replies
    • 1.8k views

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

    By Belgarath,
    • 21 replies
    • 10.3k views

  14. Plan Transfer to 457 Plan

    By tpa_girl,
    • 2 replies
    • 952 views

  15. Form 5500 - employer transition from non-ERISA to ERISA - short plan year?

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

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

    By TPApril,
    • 2 replies
    • 1k views

  17. 8955-SSA Typos?

    By DanyelN,
    • 6 replies
    • 1.2k views

  18. 4T - Multiple Employer Code

    By 5500Nerd,
    • 0 replies
    • 650 views

  19. issues with EFAST system?

    By t.haley,
    • 1 reply
    • 954 views

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

    By SSRRS,
    • 2 replies
    • 666 views

  21. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 606 views

  22. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001,
    • 4 replies
    • 1.1k views

  23. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 459 views

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

    By BG5150,
    • 6 replies
    • 1.3k views

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

    By BG5150,
    • 0 replies
    • 409 views

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

    By BG5150,
    • 2 replies
    • 619 views

  27. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood,
    • 2 replies
    • 809 views

  28. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 502 views

  29. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate,   
    • 3 replies
    • 723 views

  30. DC Master Trust and Form 5500

    By alexa,
    • 1 reply
    • 375 views

  31. DB Plan 2023 Schedule R line 21a

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

  32. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 444 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 478 views

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

    By EPCRSGuru,
    • 4 replies
    • 1.2k views

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

    By LMK TPA,
    • 1 reply
    • 578 views

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

    By Draper55,
    • 1 reply
    • 478 views

  37. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 461 views

  38. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 454 views

  39. Bizarro 5500 question from client

    By Santo Gold,
    • 7 replies
    • 1.1k views

  40. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 669 views

  41. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 464 views

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

    By t.haley,
    • 2 replies
    • 480 views

  43. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 228 views

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

    By TPApril,
    • 2 replies
    • 1k views

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

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

  46. 403(b) Plan filings

    By Belgarath,
    • 3 replies
    • 1.4k views

  47. SAR due date for extended 5500 filed by original due date

    By TPApril,
    • 9 replies
    • 1.5k views

  48. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 310 views

  49. 5500-SF 10g Deemed Distributions

    By Catch22PGM,   
    • 3 replies
    • 1.6k views

  50. How do I prepare 5500s online so my client can submit thru EFast?

    By RayJJohnsonJr,
    • 4 replies
    • 748 views
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