Form 5500

3,277 topics in this forum

1. Participant Count, Small Balances

   By R. Butler, August 8, 2013
   • 3 replies
   • 1.2k views
   • 
   • ESOP Guy
   • August 8, 2013

2. 5500-EZ and Schedule SB Timing

   By Dougsbpc, August 7, 2013
   • 4 replies
   • 2.7k views
   • 
   • Bri
   • August 29, 2019

3. Schedule of Delinquent Participant Contributions

   By sam2012, August 2, 2013   

   • 5500
   • 1 reply
   • 9.7k views
   • 
   • chc93
   • August 2, 2013

4. Wrap Document with Small Plan Component - Inclusion in 5500?

   By holdco, August 1, 2013
   • 1 reply
   • 1.7k views
   • 
   • Flyboyjohn
   • August 2, 2013

5. 5500-SF line 10f benefits due

   By Guest AP914, August 1, 2013
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 1, 2013

6. 5500's never filed

   By R. Butler, July 17, 2013
   • 8 replies
   • 3.8k views
   • 
   • Guest
   • August 8, 2013

7. 5500 filing - plan with employer securities

   By hunter001, July 16, 2013
   • 1 reply
   • 1.4k views
   • 
   • BG5150
   • July 16, 2013

8. Sungard Relius IFile

   By Andy the Actuary, July 15, 2013
   • 0 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • July 15, 2013

9. 5500 forms filed when not required - what happens when you stop?

   By Belgarath, July 2, 2013
   • 2 replies
   • 1.4k views
   • 
   • Flyboyjohn
   • July 2, 2013

10. Number of Participants wtih Acct Balances

    By Guest BUG, July 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2013

11. Schedule H Line 2a(C) or 2a(2) for in-kind rollover?

    By Guest M. Martin, June 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 28, 2013

12. Advance contribution on Schedule SB?

    By Pension RC, June 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 20, 2013

13. Deadline for amending 5500s

    By Guest KennyH, June 20, 2013
    • 11 replies
    • 6.2k views
    • 
    • JanetJ
    • February 23, 2021

14. Schedule SB Question

    By asteve46, June 19, 2013   

    • Schedule SB
    • 1 reply
    • 1.7k views
    • 
    • quinnfield
    • June 19, 2013

15. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • June 4, 2017

16. Schedule C - Question 2 (c)

    By Guest Janiele, June 18, 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 18, 2013

17. 5500-SF - #9a (Plan Characteristics)

    By Guest KristenE, June 14, 2013   

    • Pension Feature Codes
    • 12 replies
    • 3.8k views
    • 
    • Guest
    • June 19, 2013

18. Small Plan 5500 Sch I Q 4i re >20% assets in single security

    By Beltane, June 13, 2013   

    • Money Market cash
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • June 14, 2013

19. Contributions to ineligible employees forfeited

    By Guest HJoseph, June 6, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 6, 2013

20. Filing Amended Form 5500-SF

    By DPSRich, June 6, 2013   

    • Amending a Return
    • 0 replies
    • 1.9k views
    • 
    • DPSRich
    • June 6, 2013

21. Form 5500 Schedule G

    By MoShawn, June 5, 2013
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • June 5, 2013

22. Webclient - recent updates and saved credentials

    By hunter001, May 22, 2013
    • 0 replies
    • 929 views
    • 
    • hunter001
    • May 22, 2013

23. 5500s - Zero Participant Counts and Balances at Beginning and End of Year

    By Guest RayLovesTrini*, May 14, 2013
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 14, 2013

24. 5500 Large Plan - fees

    By PFranckowiak, May 10, 2013
    • 1 reply
    • 1.4k views
    • 
    • ACox
    • May 10, 2013

25. Hopefully Dumb DFVCP Question

    By 401 Chaos, May 7, 2013
    • 2 replies
    • 1.7k views
    • 
    • 401 Chaos
    • May 13, 2013

26. 5500-ez

    By PFranckowiak, May 7, 2013
    • 4 replies
    • 1.8k views
    • 
    • PFranckowiak
    • May 7, 2013

27. 5500 SF and signature pages

    By pmacduff, May 3, 2013
    • 4 replies
    • 2.1k views
    • 
    • KateSmithPA
    • May 13, 2013

28. Form 5330, Line 3b

    By Susan S., May 2, 2013
    • 0 replies
    • 1.4k views
    • 
    • Susan S.
    • May 2, 2013

29. Blackout Notice (Line 4n)

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

30. Relius WebClient - not publishing?

    By Leopurrd, April 15, 2013
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • April 15, 2013

31. Participant Count - Plan Spin-Off

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

32. SSA - from the year 2000!

    By RestAssured, April 10, 2013   

    • missing participant
    • closed plan
    • (and 1 more)

      Tagged with:

      • missing participant
      • closed plan
      • ssa
    • 12 replies
    • 1.9k views
    • 
    • Lou S.
    • April 12, 2013

33. code 3B

    By Draper55, April 9, 2013
    • 1 reply
    • 4k views
    • 
    • Flyboyjohn
    • April 9, 2013

34. Received Settlement money. Final 5500 filed last year.

    By jkharvey, April 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • April 7, 2013

35. Welfare Plan missing prepaid legal

    By TPApril, March 18, 2013
    • 7 replies
    • 2k views
    • 
    • TPApril
    • March 21, 2013

36. REIT - Eligible plan asset?

    By tymesup, March 18, 2013
    • 4 replies
    • 2.6k views
    • 
    • tymesup
    • March 19, 2013

37. 5500 filing without auditors opinion?

    By Lori H, March 15, 2013
    • 8 replies
    • 7.2k views
    • 
    • Lori H
    • March 15, 2013

38. Attach auditor's opinion or entire audit report?

    By Flyboyjohn, March 14, 2013
    • 4 replies
    • 5.4k views
    • 
    • Guest
    • June 3, 2013

39. When will MEPs start filing separate 5500s?

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

40. Audit required for final 5500?

    By Guest KennyH, March 7, 2013
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • March 8, 2013

41. 5500-SF line 10e

    By Belgarath, March 6, 2013
    • 2 replies
    • 2.8k views
    • 
    • Bird
    • March 6, 2013

42. Form 5500 Schedule H Income

    By Andy the Actuary, March 4, 2013
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 4, 2013

43. Wrap 5500 different numbers benefitting under different coverages

    By Nancy D, March 2, 2013
    • 0 replies
    • 965 views
    • 
    • Nancy D
    • March 2, 2013

44. Participant count for 5500 form - welfare benefit plan

    By Belgarath, February 15, 2013
    • 6 replies
    • 6.7k views
    • 
    • Bill Presson
    • July 26, 2013

45. Multiple Employer Plan

    By Guest JM123, February 4, 2013   

    • controlled group
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2013

46. 5500 efast2 filing date

    By TPApril, January 31, 2013
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 31, 2013

47. 5500-SF Trust Name and EIN

    By K2, January 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • K2
    • February 1, 2013

48. Relius Web Client

    By Guest LauraVanSteeter, January 25, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2013

49. No 2012 Yet...Is it ok to use 2011

    By jkharvey, January 23, 2013
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • January 23, 2013

50. IRS Delinquency Notices

    By 401 Chaos, January 14, 2013
    • 5 replies
    • 1.8k views
    • 
    • 401 Chaos
    • January 22, 2013