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Form 5500

3,287 topics in this forum

  1. Did not do cashout under $5k--failure to provide benefit on 5500?

    By BG5150,
    • 3 replies
    • 1.9k views

  2. Filing via DFVCP. Starting with 5500-SF and ending with 5500-EZ... Maybe? And do we count a $0.75 balance?

    By AJC,
    • 2 replies
    • 8.7k views

  3. IRS Penalizing for "late" amended return

    By MrsMacias,
    • 6 replies
    • 2.6k views

  4. Docusign

    By thepensionmaven,
    • 1 reply
    • 1.4k views

  5. Authorized Service Provider - Signing 5500 Filing?

    By 5500sorBust,
    • 4 replies
    • 1.8k views

  6. Form 5500-SF Part VIII 14a

    By TH 401k,
    • 4 replies
    • 2.2k views

  7. 5500 Forms on Pension Reporter

    By Sunny,
    • 3 replies
    • 2.3k views

  8. Tribal Government and Casino Plan

    By 5500Nerd,
    • 3 replies
    • 2.4k views

  9. 5500 Codes - PPT Directed switched to Pooled

    By Lynda Hill,
    • 1 reply
    • 1.8k views

  10. Code 3H applies to affiliated service group

    By Tom,
    • 1 reply
    • 1.6k views

  11. I file or other methods

    By SSRRS,
    • 3 replies
    • 1.7k views

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

    By ESOP Guy,
    • 1 reply
    • 1.7k views

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

    By 401kology,   
    • 1 reply
    • 1.5k views

  14. Plan Sponsor Name not updated on Plan Document

    By KP19,
    • 3 replies
    • 2.3k views

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

    By RayJJohnsonJr,
    • 12 replies
    • 3k views

  16. Form 5500 form late filing thru DFVCP

    By Mohan,
    • 2 replies
    • 1.8k views

  17. First Year Report (5500)

    By thepensionmaven,
    • 4 replies
    • 1.7k views

  18. Unsure

    By thepensionmaven,
    • 2 replies
    • 1.6k views

  19. Correcting Form 5500 filed without Audit Report?

    By kmhaab,
    • 2 replies
    • 2k views

  20. Plan merger reporting - GRRR!

    By Belgarath,
    • 3 replies
    • 1.8k views

  21. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro,
    • 4 replies
    • 1.8k views

  22. First time 5500-EZ

    By HipHiro,
    • 3 replies
    • 1.4k views

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

    By SSRRS,
    • 3 replies
    • 1.4k views

  24. Amended 5500EZ

    By EJS_TPA,
    • 1 reply
    • 2.2k views

  25. DFVCP fee

    By SSRRS,
    • 2 replies
    • 1.6k views

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

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  27. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd,
    • 3 replies
    • 1.6k views

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

    By TPApril,
    • 4 replies
    • 2.4k views

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

    By Belgarath,
    • 21 replies
    • 12.3k views

  30. Plan Transfer to 457 Plan

    By tpa_girl,
    • 2 replies
    • 1.2k views

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

    By TPApril,
    • 2 replies
    • 1.3k views

  32. 8955-SSA Typos?

    By DanyelN,
    • 6 replies
    • 1.5k views

  33. 4T - Multiple Employer Code

    By 5500Nerd,
    • 0 replies
    • 819 views

  34. issues with EFAST system?

    By t.haley,
    • 1 reply
    • 1.3k views

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

    By SSRRS,
    • 2 replies
    • 860 views

  36. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 790 views

  37. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001,
    • 4 replies
    • 1.5k views

  38. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 598 views

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

    By BG5150,
    • 6 replies
    • 1.6k views

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

    By BG5150,
    • 0 replies
    • 567 views

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

    By BG5150,
    • 2 replies
    • 848 views

  42. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood,
    • 2 replies
    • 1.3k views

  43. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 791 views

  44. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate,   
    • 3 replies
    • 1k views

  45. DC Master Trust and Form 5500

    By alexa,
    • 1 reply
    • 579 views

  46. DB Plan 2023 Schedule R line 21a

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

  47. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 673 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 719 views

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

    By EPCRSGuru,
    • 4 replies
    • 1.7k views

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

    By LMK TPA,
    • 1 reply
    • 830 views
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