Form 5500

3,277 topics in this forum

1. EFILING

   By HarleyBabe, March 31, 2010
   • 17 replies
   • 3.6k views
   • 
   • Bill Presson
   • May 3, 2010

2. Final Year of Plan

   By thepensionmaven, December 29, 2020
   • 17 replies
   • 2.6k views
   • 
   • chc93
   • January 8, 2021

3. Audit or no audit in initial year

   By legort69, June 9, 2016   

   • large plan 5500 count
   • 17 replies
   • 5.7k views
   • 
   • TPApril
   • June 2, 2017

4. 3(16) Plan Administrator; 2 signatures needed on 5500?

   By BG5150, October 17, 2016
   • 16 replies
   • 5.9k views
   • 
   • austin3515
   • October 19, 2016

5. Filing for extension

   By Guest KTigges, July 13, 2001
   • 16 replies
   • 3.6k views
   • 
   • Lisa Hand
   • August 2, 2001

6. Timely 5500-EZ, Delinquent Schedule SB

   By Dougsbpc, July 8, 2017
   • 16 replies
   • 3.8k views
   • 
   • Karthik Ramasamy
   • January 22, 2018

7. DOL Emailed Us About Missing 5500

   By austin3515, June 1, 2015
   • 16 replies
   • 2.9k views
   • 
   • traveler
   • July 31, 2015

8. Form 5500 Compliance Questions Update

   By austin3515, April 2, 2017
   • 16 replies
   • 1.6k views
   • 
   • My 2 cents
   • April 25, 2017

9. Statute of limitations if plan assets < $100k

   By Guest helpmewithtaxes, July 29, 2007
   • 16 replies
   • 8.3k views
   • 
   • Guest
   • August 1, 2007

10. Short plan year and EFAST

    By Guest JPIngold, December 15, 2009
    • 16 replies
    • 3.2k views
    • 
    • K2retire
    • March 12, 2010

11. more adventures of form 8955-SSA

    By Tom Poje, July 26, 2011
    • 16 replies
    • 3.5k views
    • 
    • chc93
    • August 9, 2011

12. Import Data into schedule D-John Hancock

    By Guest raleightpa, January 23, 2008
    • 15 replies
    • 4.4k views
    • 
    • Guest
    • February 18, 2008

13. 5500 for PY End 9-30-2009

    By ERISA13, June 24, 2010
    • 15 replies
    • 1.8k views
    • 
    • Bird
    • August 3, 2010

14. Due Date for Final 5500 after Merger

    By MarZDoates, June 5, 2003
    • 15 replies
    • 12.1k views
    • 
    • Flyboyjohn
    • July 2, 2013

15. Schedule SSA--Form 5500

    By Guest carsonv, February 13, 2003
    • 15 replies
    • 4.2k views
    • 
    • kocak
    • March 21, 2003

16. Attach Draft of Auditor's Report to 5500 Filing

    By NJ Mike, October 6, 2015
    • 15 replies
    • 2.3k views
    • 
    • BG5150
    • October 14, 2015

17. What Happens If You File Late 5500-SF When Exempt From The Need To?

    By GregM, June 1, 2018   

    • efast
    • erisa
    • (and 4 more)

      Tagged with:

      • efast
      • erisa
      • dfvcp
      • late
      • 5500
      • penalty
    • 15 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • October 17, 2018

18. Who can sign 5500?

    By Guest idahoerisa, October 12, 2005
    • 15 replies
    • 11.1k views
    • 
    • mbozek
    • November 4, 2005

19. Fiduciary Liability for signing Form 5500

    By Below Ground, April 13, 2018
    • 15 replies
    • 4.9k views
    • 
    • smokin
    • April 17, 2018

20. 5500, 2 owner C-Corp

    By Earl, July 25, 2008
    • 15 replies
    • 5.7k views
    • 
    • Guest
    • November 1, 2010

21. Timing of 5500 filing

    By Guest NPS Darren, July 31, 2009
    • 15 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2009

22. Extension beyond 10/15/2000?

    By AndyH, August 22, 2000
    • 15 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2000

23. No P No trustee

    By Guest padmin, July 7, 2006
    • 15 replies
    • 3.9k views
    • 
    • jpod
    • July 13, 2006

24. Relius - Web Client

    By HarleyBabe, June 21, 2011
    • 15 replies
    • 3k views
    • 
    • mwyatt
    • June 29, 2011

25. Incenting former employees to roll out to trim numbers

    By dmwe, December 2, 2016
    • 15 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 3, 2016

26. 5558 and Plan Sponsor change

    By pmacduff, June 22, 2022
    • 15 replies
    • 3.7k views
    • 
    • chc93
    • July 12, 2022

27. Form 8955-SSA - coming to a theater near you

    By Tom Poje, March 7, 2011
    • 14 replies
    • 3.1k views
    • 
    • PAL
    • April 20, 2011

28. ha ha ha. plan now. the 2016 forms aren't due until 11/15/2017

    By Tom Poje, September 16, 2015
    • 14 replies
    • 2.2k views
    • 
    • TPApril
    • March 11, 2017

29. Form 5500 Schedule I Line 4 Questions - Value to report

    By mwyatt, August 9, 2004
    • 14 replies
    • 3.1k views
    • 
    • AndyH
    • August 25, 2004

30. 5500sf

    By Guest Peggy806, May 24, 2010
    • 14 replies
    • 2.9k views
    • 
    • Guest
    • June 24, 2010

31. Sungard/Relius Govenment Forms

    By Lou S., October 14, 2010
    • 14 replies
    • 4.8k views
    • 
    • Guest
    • October 29, 2010

32. 5500 Filing Error - Relius Gov Forms

    By austin3515, September 20, 2010
    • 14 replies
    • 2.8k views
    • 
    • Bird
    • September 21, 2010

33. one participant plan or not

    By cpc0506, July 5, 2016
    • 14 replies
    • 4.4k views
    • 
    • ETA Consulting LLC
    • July 8, 2016

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

    By WDIK, July 27, 2022
    • 14 replies
    • 2.4k views
    • 
    • Luke Bailey
    • July 2, 2024

35. 5500 first timer - question 8a

    By cme685, January 5, 2019
    • 14 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 15, 2019

36. 5500 filing method Ft William to Relius

    By pmacduff, October 26, 2010
    • 14 replies
    • 4.2k views
    • 
    • imchipbrown
    • November 4, 2010

37. How long must a company hold onto their 5500 copies?

    By Guest W. Blake, July 12, 2005
    • 14 replies
    • 9.7k views
    • 
    • GMK
    • May 2, 2016

38. 2019 extensions

    By pmacduff, February 8, 2021
    • 14 replies
    • 1.8k views
    • 
    • Lou S.
    • February 10, 2021

39. 5500-SF reconciliation w/prior year not reconciling

    By TPApril, March 21, 2017
    • 13 replies
    • 1.8k views
    • 
    • TPApril
    • March 25, 2017

40. Filed late, got IRS letter; any options?

    By BG5150, June 28, 2022
    • 13 replies
    • 1.3k views
    • 
    • BG5150
    • July 1, 2022

41. DOL Email Regarding Missing 5500

    By 401 Chaos, February 9, 2022
    • 13 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • April 12, 2022

42. Mandatory use of Schedule SSA for 2002 5500s -- are they serious?

    By Guest LVanSteeter, January 30, 2003
    • 13 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2003

43. 15,000 Penalty for Late 5500

    By goldtpa, October 21, 2016
    • 13 replies
    • 2.5k views
    • 
    • goldtpa
    • November 16, 2016

44. 5500 reporting of asset reversion in terminated DB plan

    By bvhea, January 13, 2011
    • 13 replies
    • 6.6k views
    • 
    • Hojo
    • April 29, 2022

45. 5500EZ and partners

    By K-t-F, February 22, 2006
    • 13 replies
    • 4.1k views
    • 
    • imchipbrown
    • February 23, 2006

46. Penalty for not having fidelity bond?

    By BG5150, August 22, 2006
    • 13 replies
    • 13.4k views
    • 
    • david rigby
    • March 12, 2013

47. BOY participant count with excluded employees

    By Belgarath, September 12, 2018
    • 13 replies
    • 2k views
    • 
    • bcmom
    • September 14, 2018

48. 5500 EZ

    By HarleyBabe, May 4, 2010
    • 13 replies
    • 2.4k views
    • 
    • Tom Poje
    • May 11, 2010

49. Changing EIN'

    By austin3515, December 16, 2010
    • 13 replies
    • 2.1k views
    • 
    • austin3515
    • December 20, 2010

50. 5500 or 5500ez

    By tertue, February 19, 2015   

    • C Corp 1 employee 5 owners
    • 13 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 16, 2015