Form 5500

3,277 topics in this forum

1. 5500 Line 8A and 8B

   By Medusa, January 15, 2009
   • 1 reply
   • 1.9k views
   • 
   • WDIK
   • February 3, 2009

2. EFAST filings

   By pmacduff, November 15, 2007
   • 5 replies
   • 1.9k views
   • 
   • pmacduff
   • June 23, 2009

3. Reportable Transaction

   By Guest Rutager, June 18, 2008
   • 1 reply
   • 1.9k views
   • 
   • JanetM
   • June 18, 2008

4. Digital signature

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

5. SAR for Welfare Plan

   By Guest erisa15, May 6, 2003
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • May 6, 2003

6. (if) When to do Amended SAR with Amended 5500

   By BG5150, July 15, 2009
   • 3 replies
   • 1.9k views
   • 
   • BG5150
   • July 16, 2009

7. 5500EZ (Sole Prop.)

   By Guest Rachael L., October 17, 2007
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • October 17, 2007

8. Form 5500 for Merged Plan

   By ERISA25, February 1, 2011
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • February 3, 2011

9. Amended Form 5500

   By buckaroo, September 27, 2005
   • 2 replies
   • 1.9k views
   • 
   • buckaroo
   • September 28, 2005

10. 5500s and Merged Plans

    By PMC, December 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 7, 2000

11. Can an ERISA plan become non-ERISA?

    By Flyboyjohn, October 14, 2015
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • October 15, 2015

12. Paid Preparer Rules

    By austin3515, September 7, 2011
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • September 9, 2011

13. 5500-EZ line 10g - "net income received by the plan for the year&

    By Dave Baker, July 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • September 1, 2004

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

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

15. Short Plan year question/audit exception

    By Guest Bearlee, January 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • January 4, 2007

16. IRS letter - EIN number

    By tymesup, November 14, 2023
    • 6 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 6, 2023

17. amended 5500 - does it show on efast2?

    By TPApril, February 12, 2021
    • 8 replies
    • 1.9k views
    • 
    • chc93
    • February 18, 2021

18. Audit required for terminated plan?

    By katieinny, September 17, 2003
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 17, 2003

19. MTIA Form 5500 filing - who generally does this?

    By John A, October 9, 2001
    • 0 replies
    • 1.9k views
    • 
    • John A
    • October 9, 2001

20. Form 5558 still filed with IRS?

    By SMB, March 27, 2001
    • 1 reply
    • 1.9k views
    • 
    • Kristina
    • March 27, 2001

21. Any harm in filing a 5558 (even if 5500 may be on time) just in case?

    By Beltane, July 30, 2015   

    • 5558
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • July 30, 2015

22. Schedule R, Line 3

    By Andy the Actuary, May 15, 2010
    • 2 replies
    • 1.9k views
    • 
    • GMK
    • May 17, 2010

23. Form 5330

    By Guest Madison, April 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • April 27, 2006

24. Schedule SSA for terminated plan

    By wsp, October 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • October 14, 2006

25. IRS Penalizing for "late" amended return

    By MrsMacias, May 22, 2025
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • May 27, 2025

26. SCHEDULE I - End of year assets

    By Guest CHRISTA, August 22, 2000
    • 1 reply
    • 1.9k views
    • 
    • Lynn Campbell
    • August 22, 2000

27. Final IRS Form 5500 Filing Requirement

    By Guest pjrieck, July 31, 2002
    • 3 replies
    • 1.9k views
    • 
    • pmacduff
    • August 1, 2002

28. Brokerage account = no fidelity bond

    By Santo Gold, November 30, 2005
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 30, 2005

29. Wrap Plan

    By Guest fdurden, January 12, 2006
    • 2 replies
    • 1.9k views
    • 
    • namealreadyinuse
    • January 13, 2006

30. Terminated DB Plan

    By Guest mo again, September 26, 2000
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • October 6, 2000

31. Sched H - Report delinquent contributions until Restored & Lost Earnings Deposited, or until VFCP?

    By TPApril, December 19, 2024
    • 4 replies
    • 1.9k views
    • 
    • Paul I
    • December 20, 2024

32. Multiple employer PS/401(k)

    By Effen, November 13, 2007
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 14, 2007

33. 5500-EZ or 5500-SF online

    By jsmith1985, October 15, 2014
    • 4 replies
    • 1.9k views
    • 
    • chc93
    • October 16, 2014

34. Filing 5500 prior to deposit of Contribution Receivable

    By Guest darrensoup, May 27, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • May 27, 2005

35. DFVCP and an Extension to File

    By Guest Anthony86, July 12, 2007
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 12, 2007

36. Reporting Delinquent Employee Contribtuions

    By Guest Esquire, November 13, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 14, 2000

37. 5500 ez - 2010 final return

    By Guest xi9001, March 6, 2011
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • August 7, 2011

38. Calculating Nets G/L for Schedule H

    By MBCarey, October 28, 2002
    • 11 replies
    • 1.9k views
    • 
    • Guest
    • October 29, 2002

39. DOL Email Regarding Missing 5500

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

40. Bonding Requirements- CR

    By pbarrett, April 24, 2003
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • April 28, 2003

41. Participant Count - Plan Spin-Off

    By KateSmithPA, April 10, 2013
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • April 10, 2013

42. 5500 and MPPP merger

    By wmyer, September 19, 2002
    • 10 replies
    • 1.9k views
    • 
    • kocak
    • September 24, 2002

43. Changing the name of the plan- what do I do?

    By Guest bdm_7458, November 18, 2008
    • 5 replies
    • 1.9k views
    • 
    • Lori Friedman
    • November 20, 2008

44. Late 5500's....REAL LATE

    By wsp, October 21, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • October 24, 2005

45. Delinquent Filer Voluntary compliance program

    By Chippy, December 8, 2010
    • 8 replies
    • 1.9k views
    • 
    • Chippy
    • December 10, 2010

46. SHORT PLAN YEAR!

    By Jilliandiz, May 7, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 12, 2004

47. 5 years of 5500s filed under wrong EIN

    By Spencer, June 8, 2010
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • June 8, 2010

48. "De Minimus" Form 5500 Error?

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

49. Schedule R; file or not to file

    By BG5150, August 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 14, 2006

50. Extension opinions, please

    By doombuggy, September 1, 2004
    • 11 replies
    • 1.9k views
    • 
    • doombuggy
    • September 16, 2004