Form 5500

3,277 topics in this forum

1. EFAST2 Statuses

   By justbsur, July 28, 2010
   • 5 replies
   • 1.5k views
   • 
   • justbsur
   • July 29, 2010

2. EFAST2 Update

   By Andy the Actuary, April 20, 2010
   • 25 replies
   • 6.3k views
   • 
   • doombuggy
   • June 4, 2010

3. EFAST2 website

   By pmacduff, July 1, 2010
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • July 1, 2010

4. EFAST2, IRS and reasonable cause

   By ombskid, February 4, 2011
   • 0 replies
   • 1.3k views
   • 
   • ombskid
   • February 4, 2011

5. EFAST3 / Revised 5500

   By austin3515, May 11, 2016
   • 0 replies
   • 988 views
   • 
   • austin3515
   • May 11, 2016

6. EFASTCredentials

   By thepensionmaven, October 14, 2023
   • 1 reply
   • 739 views
   • 
   • C. B. Zeller
   • October 14, 2023

7. Effective in 98, but NEVER Filed 5500`

   By austin3515, February 22, 2011
   • 5 replies
   • 1.3k views
   • 
   • jpod
   • February 22, 2011

8. Effective plan date question

   By Guest LVanSteeter, June 19, 2002
   • 7 replies
   • 1.7k views
   • 
   • R. Butler
   • June 20, 2002

9. EFILING

   By HarleyBabe, March 31, 2010
   • 17 replies
   • 3.6k views
   • 
   • Bill Presson
   • May 3, 2010

10. Efiling

    By Guest AHS527, June 1, 2010
    • 8 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 3, 2010

11. efiling non-standard plan years

    By M Norton, September 16, 2011
    • 0 replies
    • 881 views
    • 
    • M Norton
    • September 16, 2011

12. EFILING SSA

    By Rai401k, July 26, 2012
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • August 14, 2012

13. EIN and NAIC code from Sun Life of Canade (U.S.)

    By Guest BAR, April 25, 2001
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • April 30, 2001

14. 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

15. Electronic availability of filed Form 5500?

    By Guest Labradane, March 23, 2004
    • 2 replies
    • 950 views
    • 
    • WDIK
    • March 23, 2004

16. Electronic Filing of Form 5558

    By Tom, November 13, 2023
    • 5 replies
    • 2k views
    • 
    • CTipper
    • July 10, 2025

17. Electronic Signature for EFAST Filing

    By Guest SusanA, August 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 25, 2000

18. Electronic Signatures?

    By Gilmore, June 30, 2020
    • 6 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 1, 2020

19. Eligibility credits on the 5500s?

    By Guest michaelv, October 11, 2005
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 11, 2005

20. eligibility to waive 5500-EZ or -SF filing

    By pmacduff, November 1, 2017
    • 2 replies
    • 621 views
    • 
    • pmacduff
    • November 1, 2017

21. Eligible for 5500-EZ with a controlled group?

    By Below Ground, August 11, 2023
    • 3 replies
    • 1.1k views
    • 
    • Below Ground
    • August 28, 2023

22. Eligible for 5500EZ?

    By Earl, October 3, 2016
    • 1 reply
    • 557 views
    • 
    • Lou S.
    • October 3, 2016

23. Elimination of Non-Reporting of Those Pd Prior to 8955 being Filed

    By BeanCounterBlues, July 1, 2011
    • 3 replies
    • 962 views
    • 
    • rcline46
    • July 1, 2011

24. email a 5500 as pdf

    By ombskid, October 14, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 14, 2008

25. Employee Assistance Plan- any 5500 schedules required?

    By britoski, November 6, 2009
    • 0 replies
    • 3.7k views
    • 
    • britoski
    • November 6, 2009

26. Employee Count for VEBA

    By Archimage, September 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • October 2, 2004

27. Employer Contribution Not Reported on 2005 5500

    By MBCarey, July 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • MBCarey
    • July 8, 2009

28. Employer Contribution Overfunded

    By Dazednconfused, April 27, 2011
    • 3 replies
    • 1.8k views
    • 
    • Dazednconfused
    • April 28, 2011

29. Employer contributions, Line 5, Schedule F

    By Guest RAJ, November 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 27, 2001

30. Employer for 5500EZ

    By Draper55, March 27, 2019
    • 2 replies
    • 665 views
    • 
    • CuseFan
    • March 28, 2019

31. Employer goes out of business

    By Moe Howard, July 2, 2009
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • August 29, 2009

32. Employer ID number

    By Guest Moira, September 27, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 2006

33. Employer in MEP, Spinning-Off, 5500 Reporting

    By 401kology, May 11, 2023   

    • 5500
    • spinoff
    • (and 1 more)

      Tagged with:

      • 5500
      • spinoff
      • spin-off
    • 3 replies
    • 1.8k views
    • 
    • 401kology
    • May 22, 2023

34. Employer mailed 5500 without audit

    By Guest rachd, July 29, 2003
    • 7 replies
    • 1.3k views
    • 
    • E as in ERISA
    • July 30, 2003

35. Employer name with d/b/a

    By BG5150, October 14, 2024
    • 1 reply
    • 638 views
    • 
    • RatherBeGolfing
    • October 14, 2024

36. Employers required to provide each participant in the plan a copy of t

    By Guest rachd, January 29, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 31, 2003

37. Enabling After-Tax Contributions to 401K

    By pone55, February 12, 2017   

    • roth
    • roth401k
    • (and 1 more)

      Tagged with:

      • roth
      • roth401k
      • after-tax
    • 21 replies
    • 8.5k views
    • 
    • Bill Presson
    • February 19, 2017

38. Enforcement Activity Around Missing Form 5500s

    By 401 Chaos, November 8, 2012
    • 3 replies
    • 1.6k views
    • 
    • 401 Chaos
    • August 17, 2013

39. Entering the Schedule SB

    By Guest Mongee, July 1, 2010
    • 1 reply
    • 997 views
    • 
    • FAPInJax
    • July 8, 2010

40. Entity Control Changes

    By MSN, October 20, 2009
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • November 13, 2009

41. ER Changed Mind & no contributions

    By SFSD, April 29, 2010
    • 12 replies
    • 2.2k views
    • 
    • K2retire
    • May 1, 2010

42. ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

    By Belgarath, April 1, 2024
    • 0 replies
    • 382 views
    • 
    • Belgarath
    • April 1, 2024

43. ERISA 403b

    By Guest Travis, October 17, 2008
    • 1 reply
    • 2.7k views
    • 
    • J Simmons
    • October 17, 2008

44. ERISA Bond

    By PFranckowiak, April 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • PFranckowiak
    • April 1, 2011

45. ERISA Plan Doc & 5500 Questions

    By oriecat, March 17, 2003
    • 2 replies
    • 2.1k views
    • 
    • E as in ERISA
    • March 21, 2003

46. ERISA Plan Number

    By Guest akwallace, August 2, 2004
    • 1 reply
    • 5.3k views
    • 
    • WDIK
    • August 2, 2004

47. ERPA designation now final

    By Mike Preston, September 25, 2007
    • 2 replies
    • 2.2k views
    • 
    • Peanut Butter Man
    • September 27, 2007

48. Erroneous IRS 1997 non-filing letters - a trend?

    By mwyatt, December 18, 2000
    • 3 replies
    • 1.7k views
    • 
    • Fredman
    • December 19, 2000

49. Erroneous IRS penalty letters - 2012 filings

    By Brenda Wren, September 10, 2013
    • 28 replies
    • 7.4k views
    • 
    • Kevin C
    • December 5, 2013

50. Erroneous Late Filing notices on second listed plan on 5558

    By mwyatt, March 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • March 31, 2011