Form 5500

3,281 topics in this forum

1. 5500 vs 5500-SF

   By thepensionmaven, November 14, 2016
   • 4 replies
   • 3.5k views
   • 
   • BG5150
   • November 15, 2016

2. 5500-EZ for 2022 not extended

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

3. Schedule T

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

4. Annuity Purchase

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

5. looks like the EZ is now available

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

6. Filing Authorizations for when TPA files the 5500

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

7. Final 5500-EZ and numbers for section 5

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

8. 5500-SF with life insurance?

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

9. Form 8955-SSA issue with IRS

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

10. 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

11. DFVC

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

12. Receivable only and participant count for audit

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

13. Partial Plan Termination and 5500-SF

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

14. Church Plan

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

15. Paying DFVC Fee

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

16. First year Form 5500 with no assets

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

17. Schedule SSA

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

18. 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

19. plans for extra month extension repelaed

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

20. "De Minimus" Form 5500 Error?

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

21. Schedule H and Conversion Balances

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

22. Late 5500EZ

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

23. Multiple Late filings

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

24. 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

25. Availability of Forms for 2000?

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

26. Building Repoairs

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

27. Off Calendar-Short Plan Year

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

28. 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

29. 5500EZ eligibility/missed return notice

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

30. Upcoming changes to Summary Annual Report

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

31. terminated plan

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

32. 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

33. Schedule R, Line 8

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

34. Compliance Check - Asset Values

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

35. Schedule A-New Legislation?

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

36. Participant count for terminated 401(k) plan

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

37. Form 5558 overnight mail address

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

38. Form 8955-SSA Software

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

39. Schedule C

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

40. Union's Right to View Form 5500

    By Guest koo, January 19, 2010
    • 4 replies
    • 2.2k views
    • 
    • RCK
    • January 28, 2010

41. Authorization to file 5500 on behalf

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

42. Very Basic Question - Fee?

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

43. Schedule B

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

44. 5500 Mia

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

45. schedule H-individual brokerage accounts

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

46. Form 5558

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

47. LAte Deposits disclosed on 5500

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

48. Reimbursement to Plan Sponsor and Schedule C

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

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

    By K-t-F, July 27, 2021
    • 4 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • July 27, 2021

50. Incorrectly coded Section for pension benefit descriptions

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