Form 5500

3,277 topics in this forum

1. Did/Can DOL/IRS Lose Track Of Form 5500 Filers?

   By Guest Scarlet Knight, January 9, 2009
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • January 9, 2009

2. Different statuses for Form 5500-SF

   By jsmith1985, October 16, 2014
   • 1 reply
   • 869 views
   • 
   • Tom Poje
   • October 16, 2014

3. Digital signature

   By Santo Gold, July 16, 2021
   • 1 reply
   • 1.9k views
   • 
   • C. B. Zeller
   • July 16, 2021

4. Distribution Fee on Form 5500 and Management Fees

   By Vlad401k, July 20, 2015
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • July 20, 2015

5. Distribution Fees

   By Medusa, March 6, 2009
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • March 6, 2009

6. Distribution Fees on 5500

   By BG5150, December 31, 2015
   • 1 reply
   • 1.1k views
   • 
   • K2retire
   • December 31, 2015

7. Distribution of Annuity Contract

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

8. Distributions returned - Sch I & Sch R

   By Guest crosseyedtester, November 18, 2004
   • 3 replies
   • 1k views
   • 
   • Bird
   • November 19, 2004

9. Divorce and Form 5500-EZ

   By bzorc, July 9, 2004
   • 3 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • July 9, 2004

10. Do all qualified plans need to include a Schedule T with their Form 55

    By Guest Peter Riggins, August 30, 2000
    • 3 replies
    • 1.7k views
    • 
    • wmyer
    • November 15, 2000

11. Do all qualified plans need to include Schedule T with their 5500 fili

    By Guest Peter Riggins, August 30, 2000
    • 2 replies
    • 1.9k views
    • 
    • Kristina
    • September 12, 2000

12. Do I file

    By wsp, December 19, 2005
    • 0 replies
    • 1.4k views
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    • wsp
    • December 19, 2005

13. Do I need to file?

    By pixmax, June 26, 2009
    • 9 replies
    • 2.2k views
    • 
    • pixmax
    • June 26, 2009

14. 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

15. Do IRAs require a 5500 filing

    By Guest nlipton, August 14, 2002
    • 5 replies
    • 7.1k views
    • 
    • papogi
    • August 14, 2002

16. Do Municipalities over 100ees have to file 5500

    By Guest Wayne, June 3, 2003
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • June 3, 2003

17. Do SAR's have to be sent to terminated employees?

    By Guest Dmoreland, December 11, 2000
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • December 12, 2000

18. Do we file?

    By Randy Watson, May 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2006

19. Do we need a Schedule B?

    By ERISAAPPLE, March 19, 2018
    • 5 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • March 20, 2018

20. Do we need to amend last year's 5500?

    By Guest notapensiongeek, August 30, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2006

21. Do you count receivables in the Sched I Line 4i calc?

    By AlbanyConsultant, May 12, 2005
    • 2 replies
    • 1.6k views
    • 
    • WDIK
    • May 16, 2005

22. Do you know how 2022’s holidays fit?

    By Peter Gulia, January 1, 2022   

    • form 5500; due date
    • 3 replies
    • 773 views
    • 
    • Peter Gulia
    • April 7, 2022

23. Docusign

    By thepensionmaven, May 21, 2025
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • May 21, 2025

24. Docusign?

    By austin3515, June 8, 2018
    • 30 replies
    • 7.9k views
    • 
    • Larry Starr
    • June 19, 2018

25. Does a 5558 negate the automatic extension?

    By John A, May 24, 2000
    • 2 replies
    • 2.5k views
    • 
    • Bill Berke
    • June 1, 2000

26. Does a DFVC Filing Increase the Likelihood of DOL Audit?

    By Guest Ignatius J. Reilly, September 15, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • September 16, 2011

27. Does a newly established PSP have to file Form 5500 for first two year

    By Moe Howard, July 30, 2002
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 31, 2002

28. Does a one participant defined benefit plan need a Summary Plan Description?

    By RayJJohnsonJr, February 25, 2008
    • 6 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • February 27, 2008

29. 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

30. Does an Employee Achievement Award Plan have to file a 5500?

    By Guest SCUDDESLER, January 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 2, 2001

31. Does an Escrow Deposit count as Real Estate for Sch I item 3c)?

    By Guest crosseyedtester, April 5, 2005
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • April 6, 2005

32. Does anybody out there have any experience with filing late returns un

    By bzorc, July 18, 2000
    • 4 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • August 1, 2000

33. Does anyone copy the state when filing 5500's?

    By RayJJohnsonJr, March 14, 2005
    • 4 replies
    • 2.3k views
    • 
    • RayJJohnsonJr
    • March 22, 2005

34. Does anything in Form 5500 call for a second organization’s EIN?

    By Peter Gulia, February 8, 2021   

    • employer identification number; ein
    • 3 replies
    • 445 views
    • 
    • Bill Presson
    • February 8, 2021

35. Does FreeERISA change form before they put it up?

    By Jim Chad, January 12, 2009
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 19, 2009

36. Does it matter that the Labor department does not delay an initial July 31 due date?

    By Peter Gulia, April 24, 2020   

    • form 5500; coronavirus
    • 3 replies
    • 833 views
    • 
    • Peter Gulia
    • April 27, 2020

37. Does participant have right to Schedule SSA?

    By Medusa, February 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • February 19, 2002

38. Does Sch SSA have to be given to participants when employer goes out of business?

    By Guest Moe Howard2, June 4, 2004
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 5, 2004

39. Does Special 80/120 Rule Exempt from Audit too, or just full f5500?

    By Oh so SIMPLE, September 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • September 14, 2012

40. DOL 5500 Notices

    By Dawn Hafner, April 25, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • May 3, 2001

41. DOL challenging valuation of assets, etc.

    By J Simmons, June 9, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • June 10, 2007

42. DOL changing 5500 signatures

    By Earl, March 16, 2011
    • 4 replies
    • 1.9k views
    • 
    • Earl
    • March 28, 2011

43. DOL EFast past filing info

    By ombskid, April 18, 2007
    • 1 reply
    • 1.8k views
    • 
    • bzorc
    • April 27, 2007

44. DOL Email Regarding Missing 5500

    By 401 Chaos, February 9, 2022
    • 13 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • April 12, 2022

45. DOL Emailed Us About Missing 5500

    By austin3515, June 1, 2015
    • 16 replies
    • 2.9k views
    • 
    • traveler
    • July 31, 2015

46. DOL emailing clients directly regarding fidelity bond coverage

    By Jerry Erisa, June 30, 2015
    • 10 replies
    • 2.2k views
    • 
    • austin3515
    • July 7, 2015

47. DOL Inquiries

    By Guest Effie Clark, October 30, 2002
    • 6 replies
    • 1.6k views
    • 
    • Earl
    • November 29, 2002

48. DOL Issued PINS

    By Leopurrd, October 18, 2011
    • 3 replies
    • 1.2k views
    • 
    • Leopurrd
    • October 26, 2011

49. DOL Letter for Missing Form 5500

    By chinson22, November 27, 2023
    • 2 replies
    • 1.1k views
    • 
    • Insurnacegirl555
    • March 24, 2024

50. DOL letter on 2017 5500 filing

    By pmacduff, February 7, 2019
    • 7 replies
    • 1.7k views
    • 
    • ESOP Guy
    • February 22, 2019