Form 5500

3,277 topics in this forum

1. 5500-EZ for 2022 not extended

   By Tom, September 12, 2023
   • 4 replies
   • 796 views
   • 
   • Lou S.
   • September 14, 2023

2. Schedule T

   By Guest Alwaysthinking, July 2, 2003
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • July 3, 2003

3. Annuity Purchase

   By §#$%!, January 5, 2006
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • January 6, 2006

4. looks like the EZ is now available

   By Tom Poje, April 9, 2010
   • 4 replies
   • 1.5k views
   • 
   • Bird
   • April 12, 2010

5. Filing Authorizations for when TPA files the 5500

   By BG5150, October 7, 2020
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • October 9, 2020

6. Final 5500-EZ and numbers for section 5

   By Sen, July 19, 2021
   • 4 replies
   • 943 views
   • 
   • Bri
   • July 20, 2021

7. 5500-SF with life insurance?

   By KCA, March 6, 2014
   • 4 replies
   • 2.3k views
   • 
   • BG5150
   • March 6, 2014

8. Form 8955-SSA issue with IRS

   By ESOP Guy, January 26, 2021
   • 4 replies
   • 599 views
   • 
   • RatherBeGolfing
   • January 27, 2021

9. Hurricane Florence 5500 Extension

   By L_Ann_F, September 20, 2018   

   • hurricane
   • extension
   • (and 1 more)

     Tagged with:

     • hurricane
     • extension
     • florence
   • 4 replies
   • 1k views
   • 
   • L_Ann_F
   • September 20, 2018

10. DFVC

    By goldtpa, May 9, 2012
    • 4 replies
    • 1.5k views
    • 
    • goldtpa
    • May 10, 2012

11. Receivable only and participant count for audit

    By AmyETPA, December 14, 2022
    • 4 replies
    • 1.1k views
    • 
    • BookReader
    • May 3, 2023

12. Partial Plan Termination and 5500-SF

    By Gadgetfreak, April 28, 2015
    • 4 replies
    • 3k views
    • 
    • david rigby
    • April 28, 2015

13. Church Plan

    By nancy, October 14, 2015
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • October 14, 2015

14. Paying DFVC Fee

    By K-t-F, January 12, 2022
    • 4 replies
    • 707 views
    • 
    • K-t-F
    • January 12, 2022

15. First year Form 5500 with no assets

    By cathyw, August 9, 2022
    • 4 replies
    • 763 views
    • 
    • bzorc
    • August 10, 2022

16. Schedule SSA

    By RCK, August 26, 2005
    • 4 replies
    • 1.6k views
    • 
    • Lori Friedman
    • September 16, 2005

17. Controlled group of corporations, 5500 was incorrectly filed for each

    By R. Butler, May 17, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • June 8, 2001

18. plans for extra month extension repelaed

    By Tom Poje, December 7, 2015
    • 4 replies
    • 1.3k views
    • 
    • Doghouse
    • December 7, 2015

19. "De Minimus" Form 5500 Error?

    By sloble@crowleyfleck.com, December 29, 2004
    • 4 replies
    • 1.9k views
    • 
    • WDIK
    • January 6, 2005

20. Schedule H and Conversion Balances

    By pitkofsky, November 17, 2016
    • 4 replies
    • 1.1k views
    • 
    • pitkofsky
    • November 19, 2016

21. Late 5500EZ

    By Guest RBlaine, September 3, 2003
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • September 4, 2003

22. Multiple Late filings

    By MBCarey, October 26, 2011
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • October 26, 2011

23. Does a plan sponsor have an affirmative legal obligation to correct a mistake a previously filed Form 5500

    By Pxhesq, October 14, 2019
    • 4 replies
    • 2.4k views
    • 
    • Anonymous6512
    • October 17, 2019

24. Availability of Forms for 2000?

    By Guest MSMA, January 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Theresa Lynn
    • January 28, 2002

25. Building Repoairs

    By austin3515, October 26, 2011
    • 4 replies
    • 905 views
    • 
    • austin3515
    • October 27, 2011

26. Off Calendar-Short Plan Year

    By Guest MS TPA, October 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 26, 2010

27. Timing of 5500 filing, Form 1120 filing and date of contribution

    By Guest JDVJr, July 7, 2004
    • 4 replies
    • 2.6k views
    • 
    • James Matt Ullakko
    • July 10, 2004

28. 5500EZ eligibility/missed return notice

    By Draper55, August 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • August 26, 2015

29. Upcoming changes to Summary Annual Report

    By 5500sorBust, November 14, 2023
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 16, 2023

30. terminated plan

    By pmacduff, July 1, 2008
    • 4 replies
    • 2.4k views
    • 
    • pmacduff
    • July 2, 2008

31. How to file where Sponsor/Administrator are different and one is not available to sign?

    By Guest R. Struve, December 18, 2012
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • December 19, 2012

32. Schedule R, Line 8

    By Guest khartford, September 23, 2009
    • 4 replies
    • 1.7k views
    • 
    • quinnfield
    • September 24, 2009

33. Compliance Check - Asset Values

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

34. Schedule A-New Legislation?

    By Guest dsw713, April 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • AmyR
    • May 23, 2005

35. Participant count for terminated 401(k) plan

    By jkharvey, December 9, 2015
    • 4 replies
    • 1.7k views
    • 
    • Bill Presson
    • December 10, 2015

36. Form 5558 overnight mail address

    By PAL, July 29, 2008
    • 4 replies
    • 3.2k views
    • 
    • PAL
    • July 29, 2008

37. Form 8955-SSA Software

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

38. Schedule C

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

39. Union's Right to View Form 5500

    By Guest koo, January 19, 2010
    • 4 replies
    • 2.1k views
    • 
    • RCK
    • January 28, 2010

40. Authorization to file 5500 on behalf

    By TPApril, June 12, 2025
    • 4 replies
    • 894 views
    • 
    • RatherBeGolfing
    • June 16, 2025

41. Very Basic Question - Fee?

    By ERISAatty, April 24, 2006
    • 4 replies
    • 2.1k views
    • 
    • ERISAatty
    • April 24, 2006

42. Schedule B

    By cdavis25, September 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • September 24, 2008

43. 5500 Mia

    By Guest ANNEBV, October 18, 2001
    • 4 replies
    • 1.8k views
    • 
    • TPAVP
    • October 22, 2001

44. schedule H-individual brokerage accounts

    By Draper55, February 5, 2016
    • 4 replies
    • 1.1k views
    • 
    • Draper55
    • February 9, 2016

45. Form 5558

    By MBCarey, July 7, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • July 8, 2010

46. LAte Deposits disclosed on 5500

    By austin3515, October 1, 2010
    • 4 replies
    • 3.5k views
    • 
    • 12AX7
    • October 6, 2010

47. Reimbursement to Plan Sponsor and Schedule C

    By cathyw, August 20, 2020
    • 4 replies
    • 1.3k views
    • 
    • cathyw
    • August 21, 2020

48. Form 5500-EZ ... electronic filing requirement

    By K-t-F, July 27, 2021
    • 4 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • July 27, 2021

49. Incorrectly coded Section for pension benefit descriptions

    By Guest Enda80, April 6, 2008
    • 4 replies
    • 1.2k views
    • 
    • JanetM
    • April 7, 2008

50. Plan Id and EIN on the 5500

    By PainPA, May 6, 2008
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • May 7, 2008