Form 5500

3,277 topics in this forum

1. 5500-SF with life insurance?

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

2. EZ vs SF

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

3. Form 5500 for 2014 calendar year

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

4. CP 220 Notice

   By Guest jvgatty, January 29, 2014
   • 10 replies
   • 8.5k views
   • 
   • Rai401k
   • June 9, 2014

5. PEO and open MEP?

   By cdavis25, January 29, 2014
   • 5 replies
   • 4.4k views
   • 
   • Guest
   • May 15, 2014

6. Ineligible employees allowed to participate in error

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

7. 2012 PY 5500 needs to be amended

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

8. final 8955-SSA

   By Chippy, January 17, 2014
   • 7 replies
   • 2.1k views
   • 
   • BG5150
   • July 16, 2014

9. form 5500ez late in first year

   By Draper55, January 10, 2014   

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

10. 5500 vs SF / Schedule A

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

11. New 5500 Search on DOL Web-site

    By austin3515, January 7, 2014
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 8, 2014

12. 80/120 rule

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

13. Schedule A - fail to provide any information checkbox

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

14. DFVC Questions - can fees be waived

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

15. Late 5500

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

16. 5500 Late Filing

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

17. Form 8955-SSA

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

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

    By msmith, November 26, 2013
    • 0 replies
    • 1.9k views
    • 
    • msmith
    • November 26, 2013

19. Late form 8955

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

20. Form 8822-B - change in responsible party

    By Kevin C, November 19, 2013
    • 5 replies
    • 3.5k views
    • 
    • Bill Presson
    • November 21, 2013

21. IRS Notices Reminding EZ Filers to file for 2013

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

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

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

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

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

24. First year 5500 filing

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

25. 2011 amended Form 5500

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

26. Filing One Day Late

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

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

    By Santo Gold, October 16, 2013
    • 5 replies
    • 2.6k views
    • 
    • Santo Gold
    • October 17, 2013

28. 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

29. Extensions for PYE 1/31/2013

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

30. 5500-EZ to 5500-SF

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

31. 5500-EZ Eligible After 5500-SF

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

32. Form 8955-SSA Software

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

33. Resolution to terminate question

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

34. Significant Deficiency in Internal Controls

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

35. nonqualified cash balance

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

36. Contributions Receivable

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

37. 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

38. Auditor's Report

    By khn, September 24, 2013
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • September 24, 2013

39. Schedule C - Service Provider

    By emmetttrudy, September 19, 2013
    • 3 replies
    • 1.6k views
    • 
    • Calavera
    • September 20, 2013

40. Overpayment of QDRO

    By msmith, September 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • September 18, 2013

41. Owner took too much in withdrawals

    By Cynchbeast, September 14, 2013
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • September 18, 2013

42. Erroneous IRS penalty letters - 2012 filings

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

43. association used to sponsor welfare plan - who is responsible for missed 5500s

    By TPApril, September 7, 2013
    • 0 replies
    • 865 views
    • 
    • TPApril
    • September 7, 2013

44. ASC 820 Disclosures

    By Tinman, September 5, 2013
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 5, 2013

45. Residual Assets - Zero Participants Term DB Plan

    By Rob P, September 4, 2013
    • 4 replies
    • 1.7k views
    • 
    • chc93
    • September 4, 2013

46. Small Plan Audit Waiver Bonding when Non Qualified Assets change during plan year

    By Pixie, August 23, 2013
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • August 23, 2013

47. Schedule D or A or both

    By Rai401k, August 21, 2013
    • 2 replies
    • 1.5k views
    • 
    • Rai401k
    • August 21, 2013

48. 8955-SSA IRS Notice CP283C

    By stormoj1, August 19, 2013   

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

49. Excluding Terms Invested in Insurance Contracts

    By austin3515, August 19, 2013
    • 0 replies
    • 791 views
    • 
    • austin3515
    • August 19, 2013

50. Plan has Never Sent SAR

    By khn, August 9, 2013   

    • SAR
    • 2 replies
    • 1.4k views
    • 
    • khn
    • August 9, 2013