Form 5500

3,277 topics in this forum

1. Master Trust?

   By Richard Anderson, September 6, 2001
   • 4 replies
   • 2.2k views
   • 
   • Kristina
   • September 17, 2001

2. Schedule SSA KeyPunching

   By Guest anagpal, June 15, 2005
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • June 20, 2005

3. cross-tested plans

   By HarleyBabe, May 3, 2007
   • 4 replies
   • 1.7k views
   • 
   • J Simmons
   • May 4, 2007

4. what would you do, if plan never filed schedule P and.....

   By Lori H, September 2, 2005
   • 4 replies
   • 1.5k views
   • 
   • Lori H
   • September 2, 2005

5. Form 5500 Question #7

   By Guest RMV, April 27, 2000
   • 4 replies
   • 3.6k views
   • 
   • Greg Judd
   • May 2, 2000

6. 404c compliance

   By Guest CJDwyer, August 24, 2000
   • 4 replies
   • 3k views
   • 
   • Guest
   • August 31, 2000

7. Two companies incorrectly included in one plan. Form 5500 impact?

   By Guest Factster, September 13, 2002
   • 4 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • September 13, 2002

8. SB, What To File

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

9. Schedule D

   By Guest RS Vatalaro, April 25, 2000
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • May 3, 2000

10. Final 5500-EZ and plan termination

    By Guest kpsunil, May 4, 2007
    • 4 replies
    • 8k views
    • 
    • PLAN MAN
    • May 7, 2007

11. 5500 - Filing question

    By Ahuntingus, June 3, 2021
    • 4 replies
    • 1.1k views
    • 
    • Jon C. Schultze
    • June 4, 2021

12. Help for late extension filed?

    By Guest RONNIE WASEL, December 3, 2003
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 5, 2003

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

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

14. Schedule R; file or not to file

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

15. Owners active, former EE has account: 1 partic plan?

    By BG5150, September 2, 2020
    • 4 replies
    • 642 views
    • 
    • JustMe
    • February 18, 2021

16. Failure to file final 5500-EZ ... help!

    By Guest winterhill, July 6, 2007
    • 4 replies
    • 3.2k views
    • 
    • Mike Preston
    • July 9, 2007

17. Form 5500

    By shamil10, June 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Steve72
    • June 7, 2002

18. First Plan year filing

    By pmacduff, June 16, 2003
    • 4 replies
    • 2.6k views
    • 
    • pmacduff
    • June 16, 2003

19. Additional Information for SAR

    By Guest meggie, June 18, 2004
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • July 18, 2005

20. Form 5500 Count

    By Guest notapensiongeek, July 9, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • July 15, 2008

21. Web Client and the Alternate Filing Method

    By Dazednconfused, October 7, 2010
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 7, 2010

22. 5500-EZ or SF

    By John Feldt ERPA CPC QPA, November 30, 2018
    • 4 replies
    • 957 views
    • 
    • ERISAAPPLE
    • December 1, 2018

23. Form 5500 or 5500-SF

    By JoshuaP123, March 20, 2019   

    • 5500sf
    • 5500
    • (and 1 more)

      Tagged with:

      • 5500sf
      • 5500
      • real estate
    • 4 replies
    • 954 views
    • 
    • Bird
    • March 22, 2019

24. Participant Count Terminated Plan

    By sam2012, June 5, 2016   

    • 5500 count
    • 4 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 6, 2016

25. IRS Audit on Profit Sharing Plan

    By chc93, January 27, 2010
    • 4 replies
    • 2.7k views
    • 
    • mwyatt
    • January 29, 2010

26. When to file 5500?

    By Guest rachd, January 8, 2003
    • 4 replies
    • 1.5k views
    • 
    • k man
    • May 21, 2003

27. What to do about 2020 5500's when Co. B bought Co. A midyear and kept the same 401k Plan

    By RayJJohnsonJr, October 5, 2021
    • 4 replies
    • 793 views
    • 
    • RayJJohnsonJr
    • October 5, 2021

28. 5500

    By Guest kdw13, June 5, 2006
    • 4 replies
    • 1.4k views
    • 
    • namealreadyinuse
    • June 8, 2006

29. Where list Trust EIN?

    By Guest jusducki, June 7, 2007
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • June 7, 2007

30. Form 8955-SSA not filed

    By Guest CoffeePlease24, October 2, 2012
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • October 3, 2012

31. REIT - Eligible plan asset?

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

32. Late 5500 - Penalty charged

    By 52626, August 21, 2014
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • August 22, 2014

33. Bonding with a Bank Trustee

    By Earl, April 1, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 24, 2004

34. Form 945 - Multiple Plan

    By Stash026, June 28, 2017
    • 4 replies
    • 1.1k views
    • 
    • Earl
    • June 29, 2017

35. "We made changes to your...Form 5500"

    By Bird, March 16, 2018
    • 4 replies
    • 2k views
    • 
    • K2retire
    • March 19, 2018

36. Attachment of Auditor's opin

    By austin3515, October 7, 2010
    • 4 replies
    • 2.3k views
    • 
    • Bill Presson
    • October 7, 2010

37. Limited Scope Audit

    By Disco Stu, June 19, 2001
    • 4 replies
    • 2.5k views
    • 
    • austin3515
    • September 12, 2002

38. 5500 Rejection

    By Earl, July 9, 2007
    • 4 replies
    • 1.8k views
    • 
    • Earl
    • July 10, 2007

39. Amended Returns - Is there a statutory or regulatory obligation to ame

    By Guest Gibson, May 3, 2001
    • 4 replies
    • 4k views
    • 
    • david rigby
    • October 3, 2007

40. Final 5500EZ

    By Karen McIver, July 17, 2019
    • 4 replies
    • 1.5k views
    • 
    • Kristina
    • July 18, 2019

41. Merged plan - Who signs the Form 5500?

    By Lori Friedman, October 1, 2008
    • 4 replies
    • 1.6k views
    • 
    • JanetM
    • October 2, 2008

42. Plan Characteristic Codes

    By MBCarey, July 13, 2010
    • 4 replies
    • 2.2k views
    • 
    • D Lewis
    • July 23, 2010

43. Are Health Advocacy-type benefits to be in 5500s?

    By 5500Nerd, January 25, 2018   

    • health advocacy
    • 5500
    • 4 replies
    • 710 views
    • 
    • Madison71
    • January 26, 2018

44. Schedule of Assets (held at the end of the year) - include clearing cash?

    By John ATL, October 4, 2023
    • 4 replies
    • 1.8k views
    • 
    • John ATL
    • October 4, 2023

45. Will name change of 1 letter trigger warning or error?

    By BG5150, June 10, 2021
    • 4 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 11, 2021

46. Schedule H (I need a tie breaker)

    By Andy the Actuary, July 13, 2010
    • 4 replies
    • 1.1k views
    • 
    • pmacduff
    • July 14, 2010

47. DFVC Program

    By austin3515, January 4, 2011
    • 4 replies
    • 2.3k views
    • 
    • ERISAatty
    • August 8, 2011

48. Small employer failed to file a 2019 5500 and received the IRS letter.

    By Santo Gold, April 7, 2022
    • 4 replies
    • 800 views
    • 
    • Nate S
    • April 21, 2022

49. Large Plan Filing - Assets Held for Investments

    By Guest f1234, June 17, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2005

50. What consequences result from a CPA's adverse opinion on a plan's financial statements?

    By Peter Gulia, September 11, 2015   

    • audit
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • September 13, 2015