Form 5500

3,272 topics in this forum

1. Active Participant count in a terminated plan

   By buckaroo, April 25, 2005
   • 9 replies
   • 6.9k views
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   • JanetM
   • June 20, 2008

2. 5% Reportable Transactions in Defined Contribution Plans

   By pitkofsky, February 3, 2017
   • 3 replies
   • 6.9k views
   • 
   • My 2 cents
   • February 3, 2017

3. Do IRAs require a 5500 filing

   By Guest nlipton, August 14, 2002
   • 5 replies
   • 6.9k views
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   • papogi
   • August 14, 2002

4. 8955 SSA Question

   By PFranckowiak, March 16, 2011
   • 27 replies
   • 6.9k views
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   • Tom Poje
   • July 5, 2011

5. Relius Web Client

   By TPAMan, October 16, 2012
   • 32 replies
   • 6.9k views
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   • TPApril
   • October 23, 2014

6. DFVCP After 5500 Filed

   By EBECatty, October 17, 2024
   • 21 replies
   • 6.8k views
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   • thepensionmaven
   • September 26

7. Master Trust/MTIA Form 5500 filings

   By Guest LAnderson, May 23, 2005
   • 2 replies
   • 6.8k views
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   • 401(k)guru
   • May 27, 2005

8. Schedule of Assets Held - mutual funds

   By Monica Barnard, September 7, 2006
   • 9 replies
   • 6.7k views
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   • Guest
   • October 2, 2006

9. Statement of Reasonable Cause

   By ombskid, February 2, 2007
   • 4 replies
   • 6.7k views
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   • Guest
   • February 22, 2007

10. IRS letter late filing

    By pmacduff, August 6, 2020
    • 23 replies
    • 6.7k views
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    • RatherBeGolfing
    • March 29, 2021

11. Participant count for 5500 form - welfare benefit plan

    By Belgarath, February 15, 2013
    • 6 replies
    • 6.6k views
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    • Bill Presson
    • July 26, 2013

12. Deemed Distribution reporting

    By Brenda Wren, October 15, 2008
    • 5 replies
    • 6.4k views
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    • Guest
    • May 22, 2013

13. Schedule of Reportable Transactions (Line 4j on Sched H)

    By BG5150, July 11, 2016
    • 5 replies
    • 6.4k views
    • 
    • Yesrod5
    • September 27, 2018

14. 5500 reporting of asset reversion in terminated DB plan

    By bvhea, January 13, 2011
    • 13 replies
    • 6.4k views
    • 
    • Hojo
    • April 29, 2022

15. EFAST2 Update

    By Andy the Actuary, April 20, 2010
    • 25 replies
    • 6.3k views
    • 
    • doombuggy
    • June 4, 2010

16. 5558 Extension Denied for Late Filing - but wasn't late and was with our entire package of extension! Somewhat freaking out here.

    By HarleyBabe, September 17, 2024
    • 29 replies
    • 6.2k views
    • 
    • thepensionmaven
    • October 23

17. Schedule A for health plan

    By 22su, October 5, 2011
    • 8 replies
    • 6.2k views
    • 
    • Guest
    • October 12, 2011

18. Anyone feel like they are NOT going to make the filing deadline?

    By Guest AHS527, October 7, 2010
    • 38 replies
    • 6.2k views
    • 
    • GMK
    • November 9, 2010

19. Check on a Form 5500-EZ

    By emmetttrudy, December 9, 2015
    • 3 replies
    • 6.2k views
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    • NJ Mike
    • July 11, 2017

20. Is Schedule of Assets Held for Investments at End of Year Required?

    By Guest slipps, September 5, 2000
    • 2 replies
    • 6.2k views
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    • JohnCheek
    • September 15, 2000

21. Deadline for amending 5500s

    By Guest KennyH, June 20, 2013
    • 11 replies
    • 6.2k views
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    • JanetJ
    • February 23, 2021

22. How long do we have to go back and file Form 5500s?

    By Guest Gibson, April 17, 2000
    • 3 replies
    • 6.2k views
    • 
    • Kirk Maldonado
    • April 19, 2000

23. 2010 Form 5500-EZ

    By DPSRich, January 19, 2011
    • 11 replies
    • 6.1k views
    • 
    • mwyatt
    • May 5, 2011

24. Pooled separate account and Schedule D

    By Richard Anderson, September 27, 2001
    • 3 replies
    • 6k views
    • 
    • Kristina
    • October 8, 2001

25. 5500 filed without audit attached

    By M Norton, December 12, 2018   

    • 5500
    • audit omitted
    • (and 1 more)

      Tagged with:

      • 5500
      • audit omitted
      • penalties
    • 10 replies
    • 6k views
    • 
    • RatherBeGolfing
    • December 18, 2018

26. 5500-EZ Penalty Relief Program - Reasonable Cause

    By TPApril, May 31, 2019
    • 25 replies
    • 6k views
    • 
    • VCH
    • September 11, 2021

27. When is there a “termination” of an auditor?

    By Peter Gulia, October 5, 2016   

    • Schedule C Part III
    • 11 replies
    • 6k views
    • 
    • My 2 cents
    • October 6, 2016

28. "One Participant Plan"

    By thepensionmaven, January 11, 2021
    • 26 replies
    • 6k views
    • 
    • RatherBeGolfing
    • April 29, 2021

29. Schedule C needed for change in Enrolled Actuary?

    By Guest HarveyC, October 7, 2003
    • 8 replies
    • 6k views
    • 
    • Guest
    • October 9, 2003

30. 8955-SSA Rehires

    By PFranckowiak, May 14, 2012
    • 13 replies
    • 6k views
    • 
    • PFranckowiak
    • June 11, 2012

31. 8955-SSA

    By jeff77, September 23, 2011
    • 18 replies
    • 5.8k views
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    • Tom Poje
    • November 8, 2011

32. Wrap Document - Consolidated 5500

    By Guest KEK, May 22, 2002
    • 8 replies
    • 5.8k views
    • 
    • 401 Chaos
    • September 10, 2013

33. 3(16) Plan Administrator; 2 signatures needed on 5500?

    By BG5150, October 17, 2016
    • 16 replies
    • 5.7k views
    • 
    • austin3515
    • October 19, 2016

34. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 5.7k views
    • 
    • Luke Bailey
    • October 16, 2020

35. Comparative financials requirement for a large plan 5500 audit

    By Guest Sponias, October 7, 2004
    • 8 replies
    • 5.7k views
    • 
    • bzorc
    • October 14, 2004

36. 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

37. Schedule R of 2009 Form 5500

    By Guest Teddie, June 25, 2010
    • 0 replies
    • 5.7k views
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    • Guest
    • June 25, 2010

38. QDRO Fee - Who Pays?

    By 401(k)athryn, June 24, 2016   

    • QDRO
    • 8 replies
    • 5.6k views
    • 
    • david rigby
    • June 27, 2016

39. 5500, 2 owner C-Corp

    By Earl, July 25, 2008
    • 15 replies
    • 5.6k views
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    • Guest
    • November 1, 2010

40. IRS Declares Form 5500 Exempt from PTIN Requirement

    By Dave Baker, December 30, 2010
    • 24 replies
    • 5.6k views
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    • Kevin C
    • February 23, 2011

41. SAR for final 5500

    By Guest Ray Williams, July 5, 2000
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • August 10, 2000

42. Form 5500 & Self Directed Brokerage accounts

    By MBCarey, September 3, 2002
    • 4 replies
    • 5.5k views
    • 
    • MBCarey
    • September 4, 2002

43. 80 - 120 Rule

    By Guest jetfaninmn, June 26, 2006
    • 5 replies
    • 5.5k views
    • 
    • WDIK
    • August 21, 2006

44. Is a public university considered a governmental plan?

    By Guest chrisketch, August 9, 2006
    • 10 replies
    • 5.5k views
    • 
    • Guest
    • August 14, 2006

45. Who can act as an IQPA?

    By Guest CFP in Philly, August 27, 2008
    • 30 replies
    • 5.5k views
    • 
    • Guest
    • September 11, 2008

46. 10 Digit EIN#

    By BeanCounterBlues, July 21, 2016
    • 7 replies
    • 5.5k views
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    • Mike Preston
    • July 21, 2016

47. Schedule H - Line 4j

    By hunter001, July 19, 2011
    • 1 reply
    • 5.4k views
    • 
    • Guest
    • July 20, 2011

48. Extension for Form 5500 Denied

    By ConnieStorer, September 27, 2019
    • 32 replies
    • 5.4k views
    • 
    • cfull
    • November 11, 2019

49. 5500 SF Participant count difference between line 5a and 5(d)(1)

    By Jim Chad, March 13, 2015
    • 4 replies
    • 5.4k views
    • 
    • cs771
    • June 29, 2015

50. Welfare benefit plan - SAR and "experience rated" insurance contracts

    By Lori Friedman, December 16, 2004
    • 0 replies
    • 5.4k views
    • 
    • Lori Friedman
    • December 16, 2004