Form 5500

3,277 topics in this forum

1. Final Return Or Not

   By Guest merlin, October 12, 2009
   • 3 replies
   • 1.9k views
   • 
   • Ron Snyder
   • November 2, 2009

2. Partial Distribution of Assets not revealed

   By CAR, June 6, 2007
   • 8 replies
   • 1.9k views
   • 
   • FormsRstillmylife
   • June 13, 2007

3. Okay, Now, Which Is It?

   By Andy the Actuary, July 12, 2010
   • 10 replies
   • 1.9k views
   • 
   • Guest
   • July 19, 2010

4. summary annual report

   By Guest George Chimento, August 4, 2009
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • August 10, 2009

5. Faxed/Copied version of 5500-EZ

   By austin3515, October 9, 2011
   • 6 replies
   • 1.9k views
   • 
   • austin3515
   • October 11, 2011

6. Form 5500SF to Form 5500EZ

   By Pensions2020, August 31, 2020
   • 8 replies
   • 1.9k views
   • 
   • austin3515
   • September 2, 2020

7. 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

8. Late filing of 5500-EZ plus over-contribution to Keogh MPPP

   By Guest retiree, January 4, 2005
   • 1 reply
   • 1.9k views
   • 
   • WDIK
   • January 5, 2005

9. Form 5500SF

   By Kevin01, May 25, 2010
   • 4 replies
   • 1.9k views
   • 
   • Kevin01
   • May 27, 2010

10. Relius Acknowledgement of Form 5500-SF Received

    By DPSRich, February 16, 2012
    • 6 replies
    • 1.9k views
    • 
    • ACox
    • February 16, 2012

11. Schedule C -- Who is a "service provider"?

    By Lori Friedman, July 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • July 14, 2005

12. DOL/IRS Audit Flag for Change on Schedule A

    By Guest L337pwner5, July 8, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 15, 2008

13. Form 5500: Line 10, Schedule T

    By Guest LVanSteeter, July 25, 2002
    • 5 replies
    • 1.9k views
    • 
    • Kristina
    • July 30, 2002

14. Ssa - Good News

    By Tom Poje, March 27, 2003
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • March 27, 2003

15. Stop Loss Schedule A

    By Guest furiousfurrball, June 8, 2009
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 8, 2009

16. Late Filer of 5500-EZ - Old Problem New Questions

    By Guest gilast, September 4, 2005
    • 3 replies
    • 1.9k views
    • 
    • wmyer
    • September 6, 2005

17. Schedule C EIN #s for DFE

    By Guest MFROM, August 9, 2001
    • 1 reply
    • 1.9k views
    • 
    • Kristina
    • August 10, 2001

18. Prepaid legal services

    By Guest hyper, December 10, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 10, 2004

19. LATE FILING OF 97 - 99 5500 FORMS

    By dmb, December 15, 2000
    • 3 replies
    • 1.9k views
    • 
    • dmb
    • December 19, 2000

20. Audit required for final 5500?

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

21. 8955-SSA line 6

    By doombuggy, September 12, 2011
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 13, 2011

22. 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

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

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

24. Reporting Life Insurance Contracts

    By Guest Jimmy B, January 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • Kristina
    • January 24, 2001

25. Two Plans Merge on 12/31/2014

    By austin3515, June 23, 2015
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • June 23, 2015

26. Schedule A - Commissions Paid

    By Guest Alison Williams, January 4, 2003
    • 1 reply
    • 1.9k views
    • 
    • KIP KRAUS
    • January 7, 2003

27. Form 5500-EZ filing

    By Guest pmetallic, September 16, 2004
    • 2 replies
    • 1.9k views
    • 
    • jquazza
    • September 17, 2004

28. 8955-SSA - pmt < reporting due

    By TPApril, September 12, 2019
    • 7 replies
    • 1.9k views
    • 
    • ESOP Guy
    • September 16, 2019

29. 5500EZ required for plan terminating that's never needed to file, <

    By Cathy from Chicago, November 19, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 19, 2002

30. Form 5330 question

    By BG5150, June 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • June 21, 2007

31. Controlled Group 5500 Filing

    By Guest Matt Gagnon, August 24, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 24, 2000

32. 3 Years of 5500's Filed Under Incorrect EIN

    By 415 Limit, July 21, 2010
    • 2 replies
    • 1.9k views
    • 
    • 415 Limit
    • July 24, 2010

33. penalty for failure to include an audit?

    By K2retire, October 2, 2012
    • 2 replies
    • 1.9k views
    • 
    • chc93
    • October 3, 2012

34. 5500 Issue

    By Guest Gibson, April 19, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 20, 2001

35. Master Trust & Schedule H Basics

    By Guest SuzieQNEC, August 20, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 25, 2009

36. ESOP and Form 5500 Schedule H

    By BeccaERISA, October 30, 2015   

    • ESOP
    • Form 5500
    • (and 2 more)

      Tagged with:

      • ESOP
      • Form 5500
      • leveraged
      • Schedule I
    • 3 replies
    • 1.9k views
    • 
    • BeccaERISA
    • October 30, 2015

37. Tax Consequences of Failing Coverage Testing

    By Guest PBJ, March 27, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 27, 2007

38. 5500s Premium Only Plan

    By thepensionmaven, May 11, 2019
    • 12 replies
    • 1.9k views
    • 
    • HF-Compliance
    • May 15, 2019

39. DOL changing 5500 signatures

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

40. 8955 for terminating plan

    By JKW, January 10, 2012
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 10, 2012

41. 2000 SAR

    By Guest Connie Beam, May 22, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 30, 2001

42. 5500 Schedules for Unfunded/Insured Health Plans

    By DTH, September 13, 2004
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • September 13, 2004

43. Schedule T clarification

    By Guest ypartridge, September 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • Kristina
    • September 19, 2000

44. SB, What To File

    By Andy the Actuary, July 11, 2010
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • July 13, 2010

45. Attachment to Form 5500 - Schedule I, Line 4a - Schedule of Delinquent Part Contribs

    By Guest vqualplan, May 13, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2005

46. 5500-SF reconciliation w/prior year not reconciling

    By TPApril, March 21, 2017
    • 13 replies
    • 1.8k views
    • 
    • TPApril
    • March 25, 2017

47. Amended Form 5500 procedure

    By Cathy from Chicago, December 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Fredman
    • December 20, 2002

48. Delinquent 5500 EZ

    By Guest Alison Williams, October 29, 2001
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • October 30, 2001

49. Divorce and Form 5500-EZ

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

50. Where do I report insurance premiums on the Schedule I?

    By R. Butler, June 1, 2001
    • 2 replies
    • 1.8k views
    • 
    • Kristina
    • June 1, 2001