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Form 5500

3,271 topics in this forum

  1. Unsure

    By thepensionmaven,
    • 2 replies
    • 1.3k views

  2. Correcting Form 5500 filed without Audit Report?

    By kmhaab,
    • 2 replies
    • 1.6k views

  3. Plan merger reporting - GRRR!

    By Belgarath,
    • 3 replies
    • 1.4k views

  4. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro,
    • 4 replies
    • 1.5k views

  5. First time 5500-EZ

    By HipHiro,
    • 3 replies
    • 1.2k views

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

    By SSRRS,
    • 3 replies
    • 1.1k views

  7. Amended 5500EZ

    By EJS_TPA,
    • 1 reply
    • 1.7k views

  8. DFVCP fee

    By SSRRS,
    • 2 replies
    • 1.3k views

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

    By thepensionmaven,
    • 3 replies
    • 1k views

  10. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd,
    • 3 replies
    • 1.2k views

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

    By TPApril,
    • 4 replies
    • 1.8k views

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

    By Belgarath,
    • 21 replies
    • 10.3k views

  13. Plan Transfer to 457 Plan

    By tpa_girl,
    • 2 replies
    • 946 views

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

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

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

    By TPApril,
    • 2 replies
    • 1k views

  16. 8955-SSA Typos?

    By DanyelN,
    • 6 replies
    • 1.2k views

  17. 4T - Multiple Employer Code

    By 5500Nerd,
    • 0 replies
    • 647 views

  18. issues with EFAST system?

    By t.haley,
    • 1 reply
    • 946 views

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

    By SSRRS,
    • 2 replies
    • 660 views

  20. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 599 views

  21. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001,
    • 4 replies
    • 1.1k views

  22. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 455 views

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

    By BG5150,
    • 6 replies
    • 1.3k views

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

    By BG5150,
    • 0 replies
    • 403 views

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

    By BG5150,
    • 2 replies
    • 613 views

  26. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood,
    • 2 replies
    • 803 views

  27. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 489 views

  28. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate,   
    • 3 replies
    • 717 views

  29. DC Master Trust and Form 5500

    By alexa,
    • 1 reply
    • 366 views

  30. DB Plan 2023 Schedule R line 21a

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

  31. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 435 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 470 views

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

    By EPCRSGuru,
    • 4 replies
    • 1.2k views

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

    By LMK TPA,
    • 1 reply
    • 571 views

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

    By Draper55,
    • 1 reply
    • 468 views

  36. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 456 views

  37. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 449 views

  38. Bizarro 5500 question from client

    By Santo Gold,
    • 7 replies
    • 1.1k views

  39. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 660 views

  40. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 457 views

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

    By t.haley,
    • 2 replies
    • 473 views

  42. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 225 views

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

    By TPApril,
    • 2 replies
    • 1k views

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

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

  45. 403(b) Plan filings

    By Belgarath,
    • 3 replies
    • 1.4k views

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

    By TPApril,
    • 9 replies
    • 1.5k views

  47. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 304 views

  48. 5500-SF 10g Deemed Distributions

    By Catch22PGM,   
    • 3 replies
    • 1.6k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 735 views

  50. Form 5500ez, plan terminated in dec 2023 dividend rolled over in 2024

    By Hope123,
    • 0 replies
    • 370 views
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