Form 5500

3,272 topics in this forum

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

   By Guest GuyHockerIII, April 7, 2014
   • 8 replies
   • 1.5k views
   • 
   • shERPA
   • May 5, 2014

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

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

3. Classification of REIT & Municipal bonds on Schedule H

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

4. Schedule C

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

5. Fair Value vs Contract Value

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

6. 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

7. Schedule C - Alternative Reporting Option

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

8. EZ vs SF

   By ombskid, February 12, 2014
   • 12 replies
   • 7k views
   • 
   • Beltane
   • April 16, 2014

9. 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

10. Schedule C Required???

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

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

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

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

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

13. 5500-SF with life insurance?

    By KCA, March 6, 2014
    • 4 replies
    • 2.2k views
    • 
    • BG5150
    • March 6, 2014

14. Form 5500 for 2014 calendar year

    By chc93, February 7, 2014
    • 2 replies
    • 2k views
    • 
    • chc93
    • February 7, 2014

15. Ineligible employees allowed to participate in error

    By jpokusa, January 28, 2014
    • 3 replies
    • 974 views
    • 
    • ESOP Guy
    • January 28, 2014

16. 2012 PY 5500 needs to be amended

    By doombuggy, January 21, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • January 21, 2014

17. form 5500ez late in first year

    By Draper55, January 10, 2014   

    • reasonable cause
    • 3 replies
    • 1.3k views
    • 
    • Draper55
    • January 13, 2014

18. 5500 vs SF / Schedule A

    By KoolLady4, January 10, 2014
    • 3 replies
    • 1.4k views
    • 
    • KoolLady4
    • January 10, 2014

19. New 5500 Search on DOL Web-site

    By austin3515, January 7, 2014
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • January 8, 2014

20. 80/120 rule

    By K2retire, December 30, 2013
    • 6 replies
    • 2.6k views
    • 
    • Andy the Actuary
    • December 30, 2013

21. Schedule A - fail to provide any information checkbox

    By TPApril, December 24, 2013
    • 4 replies
    • 961 views
    • 
    • TPApril
    • December 26, 2013

22. Late 5500

    By goldtpa, December 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • December 24, 2013

23. DFVC Questions - can fees be waived

    By TPApril, December 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • December 20, 2013

24. 5500 Late Filing

    By KevinMc, December 11, 2013
    • 1 reply
    • 1k views
    • 
    • BG5150
    • December 11, 2013

25. Form 8955-SSA

    By MarZDoates, December 10, 2013
    • 3 replies
    • 5.3k views
    • 
    • My 2 cents
    • December 10, 2013

26. Erroneous IRS penalty letters - 2012 filings

    By Brenda Wren, September 10, 2013
    • 28 replies
    • 7.4k views
    • 
    • Kevin C
    • December 5, 2013

27. Late Deferrals and Attachment to Schedule H, Line 4a

    By msmith, November 26, 2013
    • 0 replies
    • 1.8k views
    • 
    • msmith
    • November 26, 2013

28. Late form 8955

    By Chippy, November 22, 2013
    • 2 replies
    • 1.8k views
    • 
    • ESOP Guy
    • November 25, 2013

29. Form 8822-B - change in responsible party

    By Kevin C, November 19, 2013
    • 5 replies
    • 3.4k views
    • 
    • Bill Presson
    • November 21, 2013

30. IRS Notices Reminding EZ Filers to file for 2013

    By austin3515, November 12, 2013
    • 8 replies
    • 2.9k views
    • 
    • goldtpa
    • November 17, 2013

31. First year 5500 filing

    By Hypothetically, October 18, 2013
    • 12 replies
    • 2.7k views
    • 
    • JKW
    • November 7, 2013

32. Impact of ACA on future of welfare plan 5500s

    By chuTzPA, November 1, 2013
    • 1 reply
    • 938 views
    • 
    • Bill Presson
    • November 1, 2013

33. 2011 amended Form 5500

    By hunter001, October 17, 2013
    • 7 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 1, 2013

34. 10% experience related?

    By Guest wildcat, May 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • TPApril
    • October 30, 2013

35. 8955-SSA IRS Notice CP283C

    By stormoj1, August 19, 2013   

    • 8955-ssa
    • CP283C
    • 9 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • October 28, 2013

36. Requirements for a Gov't Entity -- Welfare Benefit Plan

    By Archimage, October 18, 2013
    • 3 replies
    • 2.3k views
    • 
    • Everett Moreland
    • October 21, 2013

37. filing late 5500-EZ - online or hard copy?

    By Santo Gold, October 16, 2013
    • 5 replies
    • 2.5k views
    • 
    • Santo Gold
    • October 17, 2013

38. Filing One Day Late

    By khn, October 16, 2013
    • 4 replies
    • 1.6k views
    • 
    • GMK
    • October 16, 2013

39. Extensions for PYE 1/31/2013

    By Rob P, October 14, 2013
    • 9 replies
    • 1.5k views
    • 
    • Rob P
    • October 15, 2013

40. Do I need to include this contract on the Schedule A?

    By Guest BMA, October 15, 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 15, 2013

41. 5500s - Zero Participant Counts and Balances at Beginning and End of Year

    By Guest RayLovesTrini*, May 14, 2013
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2013

42. 5500-EZ Eligible After 5500-SF

    By Dougsbpc, October 11, 2013
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 14, 2013

43. 5500-EZ to 5500-SF

    By thepensionmaven, October 13, 2013
    • 1 reply
    • 1.3k views
    • 
    • Flyboyjohn
    • October 13, 2013

44. Form 8955-SSA Software

    By EPCRSGuru, October 9, 2013
    • 4 replies
    • 1.8k views
    • 
    • chc93
    • October 10, 2013

45. Resolution to terminate question

    By Richard Anderson, October 3, 2013
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • October 3, 2013

46. Significant Deficiency in Internal Controls

    By khn, October 2, 2013
    • 0 replies
    • 1.2k views
    • 
    • khn
    • October 2, 2013

47. nonqualified cash balance

    By k man, October 2, 2013
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • October 2, 2013

48. Contributions Receivable

    By Guest ELomotan, October 2, 2013
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • October 2, 2013

49. Can 5500-EZ be filed now that only the owner is participant?

    By Beltane, September 30, 2013   

    • 5500-SFs filed in past
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • September 30, 2013

50. Auditor's Report

    By khn, September 24, 2013
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • September 24, 2013