Form 5500

3,281 topics in this forum

1. What are you doing regarding late 5500s?

   By No Name, March 11, 2004
   • 4 replies
   • 1.3k views
   • 
   • Belgarath
   • March 19, 2004

2. welfare benefit self funded assets of employer

   By jeanh, May 25, 2018
   • 4 replies
   • 859 views
   • 
   • jeanh
   • May 30, 2018

3. 1099R issued to Plan Sponsor

   By thepensionmaven, March 2, 2022
   • 4 replies
   • 947 views
   • 
   • david rigby
   • March 2, 2022

4. Health & Welfare 5500

   By Earl, April 15, 2015   

   • Schedule C exemption
   • 4 replies
   • 2.5k views
   • 
   • Earl
   • April 16, 2015

5. USERRA Make Up Contributions

   By Purplemandinga, July 20, 2022
   • 4 replies
   • 996 views
   • 
   • CuseFan
   • July 21, 2022

6. Sch A question

   By Guest awoj, October 14, 2002
   • 4 replies
   • 1.3k views
   • 
   • Tom Poje
   • April 21, 2010

7. No auditor's report was filed with 5500 and Schedule H

   By Guest jharrel, April 19, 2004
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • April 20, 2004

8. New Plan 5500 Dates

   By Guest MCarey1, May 2, 2002
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • May 4, 2002

9. What will happen if I don't file this year?

   By Jim Chad, June 26, 2010
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • July 2, 2010

10. Schedule of Assets Held for Investment

    By Guest Jeff Underwood, July 22, 2004
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • September 1, 2004

11. How Sensistive are the validation checks on the name?

    By austin3515, July 26, 2010
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 26, 2010

12. Schedule A and commission information

    By Guest jvajj, March 12, 2004
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 13, 2008

13. Incorrect EIN

    By Guest naveen, September 17, 2008
    • 4 replies
    • 2.2k views
    • 
    • WDIK
    • January 13, 2009

14. Final 5500?

    By Guest rachd, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2004

15. What Does "Edit" Mean?

    By Andy the Actuary, July 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 27, 2010

16. Does a DFVC Filing Increase the Likelihood of DOL Audit?

    By Guest Ignatius J. Reilly, September 15, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • September 16, 2011

17. Single owner/employee DB Plan and solo401K TPA needs??

    By nan, March 6, 2021
    • 4 replies
    • 567 views
    • 
    • Bob the Swimmer
    • March 9, 2021

18. Does anybody out there have any experience with filing late returns un

    By bzorc, July 18, 2000
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • August 1, 2000

19. Form 5500-SF for EZ plans

    By TPApril, October 3, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • October 6, 2015

20. 5500 to 5500EZ

    By Guest jhuffstick@aol.com, October 28, 2014
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • June 24, 2015

21. Late for filing 5500 form

    By Jakyasar, August 3, 2020
    • 4 replies
    • 749 views
    • 
    • Bill Presson
    • August 5, 2020

22. Schedule C and a "party-in-interest"

    By Lori Friedman, June 22, 2006
    • 4 replies
    • 2.7k views
    • 
    • Lori Friedman
    • June 22, 2006

23. late 5500

    By jkdoll2, May 5, 2010
    • 4 replies
    • 1.1k views
    • 
    • DPSRich
    • May 5, 2010

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

    By EPCRSGuru, April 28, 2024
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • September 27, 2024

25. Schedule C, line 2d - who is a party-in-interest?

    By Guest LAnderson, August 23, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 26, 2005

26. Late 5500 filing

    By ERISA13, September 24, 2010
    • 4 replies
    • 2.3k views
    • 
    • ERISA13
    • September 29, 2010

27. Very old amended Form 5500

    By ESOP Guy, November 22, 2019
    • 4 replies
    • 1.3k views
    • 
    • chc93
    • December 9, 2019

28. Form 5558 Employer/Plan name change

    By pmacduff, July 24, 2014
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • July 25, 2014

29. Schedule C- Relationhip To Employer

    By austin3515, May 10, 2016
    • 4 replies
    • 1.8k views
    • 
    • chc93
    • May 11, 2016

30. Form 5500-EZ if EE's not eligible?

    By Basically, October 4, 2022
    • 4 replies
    • 709 views
    • 
    • Basically
    • October 28, 2022

31. DOL changing 5500 signatures

    By Earl, March 16, 2011
    • 4 replies
    • 1.9k views
    • 
    • Earl
    • March 28, 2011

32. SAR to Include or Not Include the Paperwork Reduction Act Blurb?

    By 5500Nerd, July 1, 2024
    • 4 replies
    • 1.6k views
    • 
    • 5500Nerd
    • July 12, 2024

33. late filings

    By Earl, September 5, 2002
    • 4 replies
    • 1.4k views
    • 
    • jpod
    • September 5, 2002

34. revised draft instruction 5500-EZ

    By Tom Poje, November 10, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • November 10, 2016

35. 5558 for plan to be filing DFVC

    By TPApril, July 28, 2017
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 29, 2017

36. LLC plan able to file Form 5500-EZ?

    By joano, March 30, 2004
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • March 30, 2004

37. FT William, Error Message

    By austin3515, January 22, 2021
    • 4 replies
    • 537 views
    • 
    • austin3515
    • January 23, 2021

38. Access to copies of prior year 5500 filings

    By MarZDoates, May 28, 2008
    • 4 replies
    • 3k views
    • 
    • Guest
    • May 30, 2008

39. Scheduled IRS FIRE system outage - no paper filings?

    By mandmeickhoff@msn.com, November 30, 2015   

    • 8955-SSA
    • FIRE
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • December 3, 2015

40. 5500 Schedule P

    By Guest jhilliard, July 23, 2003
    • 4 replies
    • 1.2k views
    • 
    • E as in ERISA
    • July 23, 2003

41. 401(a) Thrift Plan issues

    By bzorc, April 18, 2023
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • April 19, 2023

42. Is a VEBA that is set up as a medical expense reimbursement plan required to file a 5500?

    By katieinny, April 21, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 22, 2004

43. Another 80-120 Question- Clarification

    By MarZDoates, December 27, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

44. Can I file a 2015 5500EZ under these facts?

    By D Syrett, January 28, 2016
    • 4 replies
    • 911 views
    • 
    • D Syrett
    • January 28, 2016

45. Shedule H 4(i)

    By kmciver, May 1, 2003
    • 4 replies
    • 2.2k views
    • 
    • Fredman
    • May 5, 2003

46. "Keogh" plan - Death of sole proprietor

    By Lori Friedman, September 21, 2005
    • 4 replies
    • 3.5k views
    • 
    • Lori Friedman
    • September 21, 2005

47. Corrected filing for a terminated Plan?

    By RCK, March 5, 2008
    • 4 replies
    • 1.2k views
    • 
    • RCK
    • March 10, 2008

48. Continued Submission Failure

    By TPA Bob, September 29, 2010
    • 4 replies
    • 1.5k views
    • 
    • TPA Bob
    • October 7, 2010

49. Extended due date for 6/30/16 YE 5500

    By Flyboyjohn, April 14, 2017
    • 4 replies
    • 893 views
    • 
    • My 2 cents
    • April 18, 2017

50. Incorrect Form 5558

    By Leopurrd, August 2, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • August 11, 2006