Form 5500

3,277 topics in this forum

1. Unusual Processing Delay?

   By Andy the Actuary, September 10, 2014
   • 5 replies
   • 2k views
   • 
   • Andy the Actuary
   • September 10, 2014

2. 2013 5558 Extension of Time

   By D Lewis, September 5, 2014
   • 11 replies
   • 1.8k views
   • 
   • D Lewis
   • September 8, 2014

3. Schedule A requuired?

   By Craig Schiller, September 3, 2014
   • 0 replies
   • 810 views
   • 
   • Craig Schiller
   • September 3, 2014

4. Wrap Plan for Section 125 Plan

   By Guest ESOPADMIN, September 2, 2014
   • 1 reply
   • 1k views
   • 
   • Flyboyjohn
   • September 2, 2014

5. Code 2E if 401(k)/SH Only

   By austin3515, September 2, 2014
   • 7 replies
   • 3.8k views
   • 
   • Tom Poje
   • September 3, 2014

6. New Plan for 2013 plan year - IRS Notice about missing 2012 filing

   By mwyatt, August 21, 2014
   • 3 replies
   • 878 views
   • 
   • chc93
   • August 22, 2014

7. Late 5500 - Penalty charged

   By 52626, August 21, 2014
   • 4 replies
   • 1.6k views
   • 
   • Kevin C
   • August 22, 2014

8. terminating plan and participant count

   By Chippy, August 14, 2014
   • 5 replies
   • 1.4k views
   • 
   • Tom Poje
   • August 25, 2014

9. 5558 filing in July

   By pmacduff, August 12, 2014
   • 8 replies
   • 2.1k views
   • 
   • Kevin C
   • August 12, 2014

10. New Plan (2013) Form 5500

    By Guest cands2002, July 30, 2014   

    • Form 5558; Form 5500
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 30, 2014

11. Group Legal Plans required to file 5500?

    By Guest Sabrina1, July 25, 2014
    • 3 replies
    • 3.1k views
    • 
    • Flyboyjohn
    • July 25, 2014

12. Form 5558 Employer/Plan name change

    By pmacduff, July 24, 2014
    • 4 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 25, 2014

13. 5500 Filed 12 hours late...

    By austin3515, July 16, 2014
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • July 16, 2014

14. Terminated Plan - Account's Opinion

    By Guest cands2002, July 14, 2014   

    • large plan
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • July 15, 2014

15. Is missed RMD a benefit due but not paid that should be reported

    By jkharvey, July 13, 2014
    • 1 reply
    • 909 views
    • 
    • Andy the Actuary
    • July 13, 2014

16. 5500 Signed by non-enrolled actuary

    By Guest Benefits19103, July 11, 2014   

    • 5500
    • enrolled actuary
    • (and 1 more)

      Tagged with:

      • 5500
      • enrolled actuary
      • misrepresentation
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • July 11, 2014

17. Schedule H and assets transferred to PBGC

    By Guest ATurn, July 7, 2014   

    • 5500
    • pbgc
    • (and 1 more)

      Tagged with:

      • 5500
      • pbgc
      • termination
    • 3 replies
    • 2.3k views
    • 
    • Lou S.
    • July 7, 2014

18. Became Large Plan Filer 2014 wants to Terminate Plan

    By Guest boltonch, July 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • July 3, 2014

19. boy count = eoy or boy?

    By chuTzPA, June 17, 2014
    • 6 replies
    • 2.8k views
    • 
    • BG5150
    • June 18, 2014

20. amending a Schedule C

    By K2retire, June 10, 2014
    • 6 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 11, 2014

21. 5500SF instead of EZ

    By austin3515, June 6, 2014
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • June 6, 2014

22. Schedule H - distribution fees

    By SusanKD, June 5, 2014
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 6, 2014

23. Small plan needs audit?

    By Flyboyjohn, June 4, 2014
    • 1 reply
    • 935 views
    • 
    • Kevin C
    • June 4, 2014

24. IDAs with LLC investments

    By Lori Foresz, June 4, 2014
    • 1 reply
    • 3.4k views
    • 
    • Bird
    • June 5, 2014

25. 5500 SF - 10a

    By CJS07, June 4, 2014   

    • QNEC
    • 1 reply
    • 1.9k views
    • 
    • TPAMan
    • June 4, 2014

26. Municipality Money Purchase Plan

    By Deaconmomma, May 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • FormsRstillmylife
    • June 2, 2014

27. 8955-SSA - client approval

    By rcline46, May 30, 2014
    • 3 replies
    • 3.2k views
    • 
    • chc93
    • June 5, 2014

28. 5500 filed under wrong plan number

    By Belgarath, May 30, 2014
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 2014

29. Late 5500?

    By katie58, May 29, 2014   

    • Merged 401(k) Plans
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • May 29, 2014

30. 5500 EZ DFVC

    By austin3515, May 19, 2014
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • May 20, 2014

31. Bill from IRS for 2004 5500

    By Young Curmudgeon, May 16, 2014
    • 1 reply
    • 1.2k views
    • 
    • A Shot in the Dark
    • May 16, 2014

32. 8955-SSA code D's; count them or not?

    By BG5150, May 16, 2014
    • 6 replies
    • 2.3k views
    • 
    • Bird
    • May 19, 2014

33. Another Schedule C Question

    By austin3515, May 16, 2014
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • May 10, 2016

34. Schedule H - Trust Information

    By austin3515, May 16, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 17, 2014

35. IRS now officially linked with DOL DFVC program

    By Tom Poje, May 15, 2014
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 15, 2014

36. relief for late filers of 5500 EZ

    By Tom Poje, May 13, 2014
    • 1 reply
    • 793 views
    • 
    • A Shot in the Dark
    • May 13, 2014

37. Form 5500 SF- Line 8f

    By Guest vsinicrope, April 30, 2014   

    • fees
    • commissions
    • (and 2 more)

      Tagged with:

      • fees
      • commissions
      • 8f
      • 5500SF
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 8, 2014

38. Classification of REIT & Municipal bonds on Schedule H

    By Guest pal107, April 29, 2014
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 2014

39. Fair Value vs Contract Value

    By austin3515, April 25, 2014
    • 3 replies
    • 7.9k views
    • 
    • austin3515
    • April 28, 2014

40. Schedule C

    By austin3515, April 25, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • April 28, 2014

41. Compliance Check - Asset Values

    By Buckoosier, April 24, 2014
    • 4 replies
    • 1.2k views
    • 
    • Draper55
    • May 8, 2014

42. Welfare Plans - Code 4R - any problems in later years?

    By Belgarath, April 18, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 30, 2014

43. DFVCP applicable if IRS contacted client re no 5500 filed?

    By Anonymoose, April 17, 2014   

    • DFVCP IRS
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • April 21, 2014

44. Lost Earnings on Schedule H

    By sam2012, April 16, 2014   

    • 5500
    • schedule H
    • (and 2 more)

      Tagged with:

      • 5500
      • schedule H
      • lost earnings
      • 5500-sf
    • 1 reply
    • 2.6k views
    • 
    • BG5150
    • April 16, 2014

45. Use of 1/2 as an entry date to delay 80/120 rule

    By Guest GuyHockerIII, April 7, 2014
    • 8 replies
    • 1.6k views
    • 
    • shERPA
    • May 5, 2014

46. Schedule C Required???

    By Andy the Actuary, April 2, 2014
    • 9 replies
    • 2.6k views
    • 
    • sam2012
    • April 13, 2014

47. Schedule A for ASO's not required to file

    By TPApril, April 1, 2014
    • 0 replies
    • 4.7k views
    • 
    • TPApril
    • April 1, 2014

48. Participant Count on Form 5500 Considering new Excluded Class of Employees

    By RPP2001, April 1, 2014
    • 7 replies
    • 3.7k views
    • 
    • AmyR
    • June 17, 2014

49. Schedule C - Alternative Reporting Option

    By 12AX7, March 27, 2014
    • 1 reply
    • 1.9k views
    • 
    • sam2012
    • April 18, 2014

50. Controlled Group - Two Plans - How Many Audits?

    By Guest Jay345, March 26, 2014
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 27, 2014