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Form 5500

3,272 topics in this forum

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

    By thepensionmaven,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 4 replies
    • 1.8k views

  3. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd,
    • 3 replies
    • 1.3k views

  4. 5500 filed late, not under DFVCP, then employer received CP283 penalty notice and paid it

    By Belgarath,
    • 3 replies
    • 1.5k views

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

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

  6. Plan Transfer to 457 Plan

    By tpa_girl,
    • 2 replies
    • 951 views

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

    By TPApril,
    • 2 replies
    • 1k views

  8. 8955-SSA Typos?

    By DanyelN,
    • 6 replies
    • 1.2k views

  9. DFVCP After 5500 Filed

    By EBECatty,
    • 21 replies
    • 6.8k views

  10. 4T - Multiple Employer Code

    By 5500Nerd,
    • 0 replies
    • 649 views

  11. issues with EFAST system?

    By t.haley,
    • 1 reply
    • 952 views

  12. DFVCP Fee

    By Keith Lowery,
    • 3 replies
    • 906 views

  13. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 605 views

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

    By SSRRS,
    • 2 replies
    • 665 views

  15. ALL Of FLORIDA now extended past oct 15th

    By SSRRS,
    • 0 replies
    • 459 views

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

    By BG5150,
    • 0 replies
    • 409 views

  17. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001,
    • 4 replies
    • 1.1k views

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

    By BG5150,
    • 6 replies
    • 1.3k views

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

    By BG5150,
    • 2 replies
    • 619 views

  20. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood,
    • 2 replies
    • 807 views

  21. Schedule MEP - Who Must File

    By Catch22PGM,   
    • 0 replies
    • 495 views

  22. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate,   
    • 3 replies
    • 721 views

  23. DB Plan 2023 Schedule R line 21a

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

  24. DC Master Trust and Form 5500

    By alexa,
    • 1 reply
    • 375 views

  25. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 441 views

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

    By RayJJohnsonJr,
    • 2 replies
    • 476 views

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

    By LMK TPA,
    • 1 reply
    • 578 views

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

    By Draper55,
    • 1 reply
    • 475 views

  29. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 461 views

  30. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 454 views

  31. 5558 Extension Denied for Late Filing - but wasn't late and was with our entire package of extension! Somewhat freaking out here.

    By HarleyBabe,
    • 29 replies
    • 6.2k views

  32. Bizarro 5500 question from client

    By Santo Gold,
    • 7 replies
    • 1.1k views

  33. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 461 views

  34. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 666 views

  35. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 227 views

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

    By t.haley,
    • 2 replies
    • 479 views

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

    By TPApril,
    • 2 replies
    • 1k views

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

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

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

    By RayJJohnsonJr,
    • 4 replies
    • 745 views

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

    By Hope123,
    • 0 replies
    • 375 views

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

    By TPApril,
    • 9 replies
    • 1.5k views

  42. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 692 views

  43. Mailing Form 5558 for confirmed delivery

    By Tom,
    • 3 replies
    • 763 views

  44. Form 5500 #14 - IRS Compliance Questions

    By TN CPA,
    • 3 replies
    • 1.3k views

  45. 5500-SF 10g Deemed Distributions

    By Catch22PGM,   
    • 3 replies
    • 1.6k views

  46. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 472 views

  47. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 310 views

  48. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt,
    • 1 reply
    • 375 views

  49. Significant Deficiency

    By Chaz,
    • 2 replies
    • 940 views

  50. 5500-SF - can I manually mark 5558 box

    By LMK TPA,
    • 5 replies
    • 1.3k views
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