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Form 5500

3,281 topics in this forum

  1. 5500 Forms on Pension Reporter

    By Sunny,
    • 3 replies
    • 2k views

  2. Tribal Government and Casino Plan

    By 5500Nerd,
    • 3 replies
    • 2.1k views

  3. 5500 Codes - PPT Directed switched to Pooled

    By Lynda Hill,
    • 1 reply
    • 1.5k views

  4. Code 3H applies to affiliated service group

    By Tom,
    • 1 reply
    • 1.4k views

  5. I file or other methods

    By SSRRS,
    • 3 replies
    • 1.5k views

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

    By ESOP Guy,
    • 1 reply
    • 1.4k views

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

    By 401kology,   
    • 1 reply
    • 1.4k views

  8. Plan Sponsor Name not updated on Plan Document

    By KP19,
    • 3 replies
    • 2k views

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

    By RayJJohnsonJr,
    • 12 replies
    • 2.6k views

  10. Form 5500 form late filing thru DFVCP

    By Mohan,
    • 2 replies
    • 1.6k views

  11. First Year Report (5500)

    By thepensionmaven,
    • 4 replies
    • 1.5k views

  12. Unsure

    By thepensionmaven,
    • 2 replies
    • 1.5k views

  13. Correcting Form 5500 filed without Audit Report?

    By kmhaab,
    • 2 replies
    • 1.8k views

  14. Plan merger reporting - GRRR!

    By Belgarath,
    • 3 replies
    • 1.6k views

  15. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro,
    • 4 replies
    • 1.6k views

  16. First time 5500-EZ

    By HipHiro,
    • 3 replies
    • 1.2k views

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

    By SSRRS,
    • 3 replies
    • 1.3k views

  18. Amended 5500EZ

    By EJS_TPA,
    • 1 reply
    • 1.9k views

  19. DFVCP fee

    By SSRRS,
    • 2 replies
    • 1.4k views

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

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  21. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd,
    • 3 replies
    • 1.4k views

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

    By TPApril,
    • 4 replies
    • 2.1k views

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

    By Belgarath,
    • 21 replies
    • 11.2k views

  24. Plan Transfer to 457 Plan

    By tpa_girl,
    • 2 replies
    • 1k views

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

    By TPApril,
    • 2 replies
    • 1.1k views

  26. 8955-SSA Typos?

    By DanyelN,
    • 6 replies
    • 1.3k views

  27. 4T - Multiple Employer Code

    By 5500Nerd,
    • 0 replies
    • 710 views

  28. issues with EFAST system?

    By t.haley,
    • 1 reply
    • 1.1k views

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

    By SSRRS,
    • 2 replies
    • 732 views

  30. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 678 views

  31. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001,
    • 4 replies
    • 1.3k views

  32. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 504 views

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

    By BG5150,
    • 6 replies
    • 1.4k views

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

    By BG5150,
    • 0 replies
    • 469 views

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

    By BG5150,
    • 2 replies
    • 702 views

  36. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood,
    • 2 replies
    • 966 views

  37. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 609 views

  38. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate,   
    • 3 replies
    • 822 views

  39. DC Master Trust and Form 5500

    By alexa,
    • 1 reply
    • 440 views

  40. DB Plan 2023 Schedule R line 21a

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

  41. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 514 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 550 views

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

    By EPCRSGuru,
    • 4 replies
    • 1.4k views

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

    By LMK TPA,
    • 1 reply
    • 671 views

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

    By Draper55,
    • 1 reply
    • 562 views

  46. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 544 views

  47. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 503 views

  48. Bizarro 5500 question from client

    By Santo Gold,
    • 7 replies
    • 1.2k views

  49. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 893 views

  50. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 532 views
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