Form 5500

3,277 topics in this forum

1. Schedule I, Line 4a

   By Archimage, January 15, 2002
   • 2 replies
   • 2k views
   • 
   • JohnCheek
   • January 16, 2002

2. Statement to Terminated Participants ERISA 105(c) Notice

   By Guest BR58W, May 13, 2011
   • 0 replies
   • 2k views
   • 
   • Guest
   • May 13, 2011

3. Final 5500 on merged plan

   By dmwe, October 12, 2010
   • 2 replies
   • 2k views
   • 
   • dmwe
   • October 13, 2010

4. Duplicate SS4 filed

   By K-t-F, April 8, 2005
   • 2 replies
   • 2k views
   • 
   • K-t-F
   • April 11, 2005

5. Group Trust 81-100

   By Guest cchase, January 9, 2012
   • 1 reply
   • 2k views
   • 
   • jpod
   • January 9, 2012

6. Schedule A - "Additional compensation paid"

   By Lori Friedman, August 31, 2005
   • 1 reply
   • 2k views
   • 
   • WDIK
   • August 31, 2005

7. Signature on the IQPA

   By 12AX7, October 6, 2011
   • 2 replies
   • 2k views
   • 
   • 12AX7
   • October 6, 2011

8. 5500 Forms on Pension Reporter

   By Sunny, May 6, 2025
   • 3 replies
   • 2k views
   • 
   • Peter Gulia
   • May 7, 2025

9. Welfare Plan missing prepaid legal

   By TPApril, March 18, 2013
   • 7 replies
   • 2k views
   • 
   • TPApril
   • March 21, 2013

10. Large Plan Audits

    By Guest m.n.ouellette, February 9, 2005
    • 7 replies
    • 2k views
    • 
    • Guest
    • February 10, 2005

11. Money Purchase or not?

    By Guest 5500, October 1, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • October 1, 2002

12. COBRA participants and SARs

    By Guest Keith N, February 15, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 15, 2002

13. Form 5500 Audit

    By preErisa, October 12, 2010
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • October 13, 2010

14. Controlled/affiliated service group

    By Guest Alexpi, April 5, 2012
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 9, 2012

15. Distribution of Annuity Contract

    By card, August 28, 2003
    • 1 reply
    • 2k views
    • 
    • WDIK
    • August 28, 2003

16. 412 contribution - DB plans

    By Guest meggie, September 14, 2001
    • 5 replies
    • 2k views
    • 
    • Kristina
    • September 17, 2001

17. Plan Sponsor/Audit

    By jethrasher2, September 25, 2015
    • 11 replies
    • 2k views
    • 
    • MoJo
    • September 28, 2015

18. Welfare Plan - Contract Year vs Plan year issues

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 2k views
    • 
    • KIP KRAUS
    • July 25, 2001

19. Question on Schedule I - Financial Information

    By Guest PLHart, July 16, 2002
    • 1 reply
    • 2k views
    • 
    • jaemmons
    • July 16, 2002

20. Form 5500 SSA

    By pmacduff, February 28, 2008
    • 3 replies
    • 2k views
    • 
    • Lori Friedman
    • February 28, 2008

21. 5d(1) and 5d(2) on Form 5500 Question

    By Vlad401k, July 13, 2015
    • 9 replies
    • 2k views
    • 
    • austin3515
    • July 15, 2015

22. Schedule R

    By Guest mcguzzetta, July 29, 2003
    • 8 replies
    • 2k views
    • 
    • Theresa Lynn
    • September 5, 2003

23. EFILING SSA

    By Rai401k, July 26, 2012
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • August 14, 2012

24. 1 life plan 5500 exception

    By Santo Gold, November 7, 2008
    • 8 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2008

25. Sch A - Indiv annuity contracts, basis of premiums?

    By Guest amfam2, February 5, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2002

26. Plan Merger Filings

    By Guest Tad77, August 31, 2006
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • August 31, 2006

27. Sch. B for Form 5500EZ

    By Guest, September 19, 2000
    • 3 replies
    • 1.9k views
    • 
    • Theresa Lynn
    • September 20, 2000

28. Tribal Government and Casino Plan

    By 5500Nerd, June 12, 2020
    • 3 replies
    • 1.9k views
    • 
    • Peenionved
    • May 1, 2025

29. 2001 5500 forms?

    By Guest BillClinton, May 13, 2002
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • June 1, 2002

30. Final 5500 for merged plan

    By Guest CTYSON, October 25, 2001
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • October 26, 2001

31. Schedule C - Alternative Reporting Option

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

32. 5500 SF - 10a

    By CJS07, June 4, 2014   

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

33. Filing Amended Form 5500-SF

    By DPSRich, June 6, 2013   

    • Amending a Return
    • 0 replies
    • 1.9k views
    • 
    • DPSRich
    • June 6, 2013

34. IRS late 5500 notice

    By Trisports, December 4, 2017   

    • late5500
    • irs notice
    • 7 replies
    • 1.9k views
    • 
    • chc93
    • November 16, 2021

35. Late filing of form 5500

    By Guest JBeck, November 29, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 6, 2000

36. I need to amend a 5558

    By AlbanyConsultant, October 5, 2005
    • 2 replies
    • 1.9k views
    • 
    • Earl
    • October 5, 2005

37. Filing a consolidated Form 5500 for a Welfare Benefit plan with several benefits?

    By stephen, January 25, 2005
    • 4 replies
    • 1.9k views
    • 
    • stephen
    • January 25, 2005

38. Schedule D MTIA

    By Guest SherylKelly, September 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 17, 2003

39. Form 5500-EZ for Partners Plan

    By Doghouse, January 18, 2016
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 25, 2017

40. 5500 Schedule C information not avaialble

    By Molly the cat, July 11, 2017   

    • 5500
    • 8 replies
    • 1.9k views
    • 
    • Molly the cat
    • August 15, 2017

41. Form 5500 filing for medical reimbursement portion of 125 plan

    By Lori Foresz, March 31, 2004
    • 1 reply
    • 1.9k views
    • 
    • Lori Foresz
    • April 1, 2004

42. Inadvertent late filing

    By Guest JackPoint, May 14, 2008
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 28, 2008

43. Amending 5500EZ

    By Santo Gold, September 19, 2007
    • 1 reply
    • 1.9k views
    • 
    • BG5150
    • October 2, 2007

44. Summary Annual Report for 5500-EZ?

    By 5500sorBust, August 24, 2020
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • August 24, 2020

45. Can I file 5500 instead of 5500EZ?

    By AKconsult, September 26, 2008
    • 6 replies
    • 1.9k views
    • 
    • AKconsult
    • October 1, 2008

46. 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

47. Schedule H or I?

    By Guest rachd, July 2, 2003
    • 5 replies
    • 1.9k views
    • 
    • WDIK
    • July 14, 2003

48. Overzealous 5500 auditor?

    By Guest Mike Spickard, February 25, 2004
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 28, 2004

49. Form 5500 required for vision plan?

    By John A, June 14, 2002
    • 1 reply
    • 1.9k views
    • 
    • JohnCheek
    • June 17, 2002

50. Small mistake found with filed 5500

    By Guest jc1457, August 9, 2011
    • 4 replies
    • 1.9k views
    • 
    • Andy the Actuary
    • August 9, 2011