Form 5500

3,190 topics in this forum

1. Filing a 5500-SF rather than a 5500-EZ

   By Belgarath, July 2
   • 2 replies
   • 485 views
   • 
   • Belgarath
   • July 2

2. Penalty for Filing Exempt Form 5500-EZ After Deadline

   By WDIK, July 27, 2022
   • 14 replies
   • 1.2k views
   • 
   • Luke Bailey
   • July 2

3. Form 5500EZ, assets dip below $250,000

   By Basically, July 20, 2022
   • 8 replies
   • 2.4k views
   • 
   • WDIK
   • July 1

4. Welfare Plan ownership change mid 5500 plan yr

   By TPApril, June 27
   • 1 reply
   • 214 views
   • 
   • Peter Gulia
   • June 27

5. Relius Gov't Form, unable to log in

   By Rayofsunshine, May 23
   • 1 reply
   • 156 views
   • 
   • Egold
   • June 3

6. New Schedule H P2 Expense Breakout Question

   By Numb3rsGame, May 29
   • 9 replies
   • 534 views
   • 
   • Numb3rsGame
   • May 31

7. I'm reviewing a non-profit and trying to connect 5500 form data to its 990 form, but I'm noticing some differences in lots of data points. How do I reconcile that?

   By Cubs1908, May 25
   • 8 replies
   • 420 views
   • 
   • Patricia Neal Jensen
   • May 29

8. Schedule C for a Non-Trust Filing if Non-monetary Funds to Report?

   By 5500Nerd, May 24
   • 2 replies
   • 201 views
   • 
   • 5500Nerd
   • May 29

9. EZ Filer.... Changing sponsor from "XYZ CPA" to "Bob & Sue CPAs LLC"

   By Basically, May 20
   • 2 replies
   • 236 views
   • 
   • Basically
   • May 20

10. Final Form 5500 Report

    By 5500Nerd, May 14
    • 4 replies
    • 658 views
    • 
    • Bug on my window
    • May 14

11. Schedule R participants with only receivables

    By Pat Crum, May 14
    • 1 reply
    • 351 views
    • 
    • Paul I
    • May 14

12. Form M1 and Form 5500 to Match?

    By 5500Nerd, May 9
    • 2 replies
    • 237 views
    • 
    • 5500Nerd
    • May 14

13. H&W 5500's - wrapping multiple 5500's into one & plan years

    By TPApril, May 5
    • 2 replies
    • 366 views
    • 
    • TPApril
    • May 6

14. DC Plan Audit Reqm't

    By RestAssured, April 22
    • 4 replies
    • 447 views
    • 
    • RestAssured
    • May 1

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

    By EPCRSGuru, April 28
    • 1 reply
    • 421 views
    • 
    • C. B. Zeller
    • April 29

16. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically, April 24
    • 1 reply
    • 217 views
    • 
    • CuseFan
    • April 24

17. Amending 5500-SF to 5500

    By Patrick, April 22
    • 6 replies
    • 486 views
    • 
    • Patrick
    • April 23

18. Form 5500-SF Line 14b

    By AmyETPA, April 16
    • 2 replies
    • 504 views
    • 
    • Paul I
    • April 16

19. Form 5500 - Terminating Solo 401(k)

    By Vlad401k, April 15
    • 5 replies
    • 540 views
    • 
    • ratherbereading
    • April 16

20. Should long form be used for investments in a mortgage loan company.

    By Elizabeth Matthews, April 11
    • 0 replies
    • 167 views
    • 
    • Elizabeth Matthews
    • April 11

21. Audit Count - Participants with balances

    By austin3515, April 3
    • 11 replies
    • 1.1k views
    • 
    • Gilmore
    • April 5

22. Retroactive fidelity bond for large plan?

    By TPApril, March 29
    • 6 replies
    • 561 views
    • 
    • Peter Gulia
    • April 5

23. Schedule MEP

    By R. Butler, April 1
    • 2 replies
    • 380 views
    • 
    • R. Butler
    • April 2

24. ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

    By Belgarath, April 1
    • 0 replies
    • 204 views
    • 
    • Belgarath
    • April 1

25. Counting ineligible participants with balance

    By TPApril, March 24
    • 8 replies
    • 726 views
    • 
    • TPApril
    • March 29