Form 5500

3,277 topics in this forum

1. terminated plan/continuing employer--how to count participants

   By jjaatirs, August 26, 2015
   • 4 replies
   • 1.1k views
   • 
   • david rigby
   • August 27, 2015

2. 5500-EZ mailed in late, penalized, can amend?

   By TPApril, November 17, 2018
   • 4 replies
   • 928 views
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   • chc93
   • December 6, 2018

3. Incorrect TIN used for years on Schedule P

   By Belgarath, March 28, 2005
   • 4 replies
   • 2.2k views
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   • saabraa
   • January 18, 2006

4. Filing under the wrong Plan No

   By pixmax, August 27, 2009
   • 4 replies
   • 2.2k views
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   • Guest
   • September 25, 2009

5. Final Form 5500 Report

   By 5500Nerd, May 14, 2024
   • 4 replies
   • 1.4k views
   • 
   • Bug on my window
   • May 14, 2024

6. DFVC filing

   By Belgarath, January 6, 2003
   • 4 replies
   • 1.7k views
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   • Belgarath
   • January 13, 2003

7. EZ Eligible?

   By Basically, January 20, 2022
   • 4 replies
   • 996 views
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   • Peter Gulia
   • January 21, 2022

8. 5500-EZ Eligible After 5500-SF

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

9. if assets aren't valued by 10/15, how to file 5500?

   By Guest SuzieQNEC, June 3, 2009
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • June 4, 2009

10. Trustee

    By Guest Sieve, March 17, 2010
    • 4 replies
    • 1.2k views
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    • Guest
    • March 17, 2010

11. Filing a consolidated Form 5500 for a Welfare Benefit plan with several benefits?

    By stephen, January 25, 2005
    • 4 replies
    • 1.9k views
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    • stephen
    • January 25, 2005

12. Controlled/affiliated service group

    By Guest Alexpi, April 5, 2012
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 9, 2012

13. 2009 Short Pl Year & Term

    By Dazednconfused, November 18, 2009
    • 4 replies
    • 1.6k views
    • 
    • LRDG
    • May 26, 2010

14. Address for 5558

    By Sully, July 28, 2003
    • 4 replies
    • 1.8k views
    • 
    • Sully
    • July 29, 2003

15. Can't get all info needed for audit

    By Jim Chad, February 8, 2008
    • 4 replies
    • 1.3k views
    • 
    • Jim Chad
    • February 11, 2008

16. MEP's

    By Belgarath, July 27, 2016
    • 4 replies
    • 997 views
    • 
    • Belgarath
    • July 28, 2016

17. Group annuity contracts

    By R. Butler, July 7, 2010
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • July 8, 2010

18. Form 5500

    By DPSRich, July 21, 2011
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • July 22, 2011

19. Reporting fidelity bond with fluctuation feature

    By hunter001, August 26, 2011
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • August 29, 2011

20. plan termination, 12/31, and audit -

    By Guest DonJones, May 7, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 9, 2008

21. 2010 Form 8955-SSA

    By DPSRich, November 2, 2011
    • 4 replies
    • 1.3k views
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    • K2retire
    • November 3, 2011

22. Lost Earnings is tiny, can it be skipped

    By TPApril, December 22, 2012
    • 4 replies
    • 2.3k views
    • 
    • TPApril
    • December 26, 2012

23. Can an ERISA plan become non-ERISA?

    By Flyboyjohn, March 11, 2015
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 12, 2015

24. Last Year's Ending Balance Wrong

    By KateSmithPA, November 30, 2001
    • 4 replies
    • 2.2k views
    • 
    • KateSmithPA
    • November 30, 2001

25. Elective Deferral Contribution Made by an Ineligible Employee

    By Guest AJM 34, September 4, 2007
    • 4 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 4, 2007

26. Receivable question on 5500

    By Guest JimP, September 14, 2000
    • 4 replies
    • 2.7k views
    • 
    • JohnCheek
    • September 18, 2000

27. Non-qualifying Plan Assets

    By Guest LHart, October 6, 2004
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 7, 2004

28. Limited Scope Audit & Accountant's Opinion

    By Leopurrd, February 8, 2006
    • 4 replies
    • 4.5k views
    • 
    • Lori Friedman
    • February 9, 2006

29. Would a 5500-EZ be required for a plan under $250,000 in this situation? Two separate companies with single participant plans controlled the same individual

    By aaronb26, May 10, 2023
    • 4 replies
    • 3.5k views
    • 
    • Bill Presson
    • May 11, 2023

30. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro, February 4, 2025
    • 4 replies
    • 1.6k views
    • 
    • PensionPro
    • February 5, 2025

31. Residual Assets - Zero Participants Term DB Plan

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

32. Long term part-time employees/participant count

    By pmacduff, February 23, 2023
    • 4 replies
    • 2k views
    • 
    • pmacduff
    • March 16, 2023

33. summary annual report

    By wmyer, October 28, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 29, 2004

34. Form 5500 filing guide book

    By doombuggy, March 7, 2005
    • 4 replies
    • 2k views
    • 
    • doombuggy
    • March 28, 2005

35. Final 5500 Short 2009 PYE

    By jkharvey, October 22, 2009
    • 4 replies
    • 2k views
    • 
    • Bird
    • November 1, 2009

36. Schedule C Required???

    By Cynchbeast, October 1, 2014
    • 4 replies
    • 1.3k views
    • 
    • My 2 cents
    • October 1, 2014

37. DFVC

    By thepensionmaven, August 6, 2025
    • 4 replies
    • 1.4k views
    • 
    • justanotheradmin
    • August 7, 2025

38. Form 5500-Fringe Benefit

    By Guest dsw713, September 16, 2004
    • 4 replies
    • 3.3k views
    • 
    • J Simmons
    • June 26, 2009

39. ASC 820 Disclosures

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

40. Filing One Day Late

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

41. How to report Hedge Fund on 5500 Sched H

    By ERISA1, June 22, 2017   

    • 5500
    • schedule h
    • (and 1 more)

      Tagged with:

      • 5500
      • schedule h
      • hedge fund
    • 4 replies
    • 1.8k views
    • 
    • BeckyMiller
    • July 11, 2017

42. Need to file an initial extension for a plan with a participating employer (husband/wife) - couple questions

    By aaronb26, July 25, 2023
    • 4 replies
    • 847 views
    • 
    • Towanda
    • July 26, 2023

43. Bond question; non-qualifying assets are more than 50% of total trust

    By KateSmithPA, September 29, 2003
    • 4 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • September 30, 2003

44. 5500 SF Participant count difference between line 5a and 5(d)(1)

    By Jim Chad, March 13, 2015
    • 4 replies
    • 5.4k views
    • 
    • cs771
    • June 29, 2015

45. 5500-EZ to EBSA?

    By Jim Chad, August 31, 2009
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • September 1, 2009

46. Lost 5500's

    By Guest MEGary, March 22, 2000
    • 4 replies
    • 2.9k views
    • 
    • Earl
    • April 9, 2000

47. Final 5500 EZ for plans under $100,000?

    By Guest consult, May 18, 2005
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 18, 2005

48. Now that 125 Plans No Longer Require a Form 5500, What is Required for

    By Guest EMC, April 22, 2002
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • April 23, 2002

49. When will MEPs start filing separate 5500s?

    By Flyboyjohn, March 13, 2013
    • 4 replies
    • 2.1k views
    • 
    • Flyboyjohn
    • March 14, 2013

50. Special Extension for Form 5500s due to Covid 19

    By 5500Nerd, March 30, 2020
    • 4 replies
    • 1.6k views
    • 
    • 5500Nerd
    • March 30, 2020