Form 5500

3,272 topics in this forum

1. Relius Acknowledgement of Form 5500-SF Received

   By DPSRich, February 16, 2012
   • 6 replies
   • 1.8k views
   • 
   • ACox
   • February 16, 2012

2. No assets in plan and no receivables. 5500 required?

   By Guest KMP, September 16, 2005
   • 3 replies
   • 1.8k views
   • 
   • Earl
   • September 18, 2005

3. Form 5558 extension-not filed in time?

   By Guest 401KTPA, August 2, 2005
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • August 2, 2005

4. Non-Standard Requests in Auditors' Requests for Information

   By Guest jhall, August 3, 2005
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • August 4, 2005

5. 5500s Premium Only Plan

   By thepensionmaven, May 11, 2019
   • 12 replies
   • 1.8k views
   • 
   • HF-Compliance
   • May 15, 2019

6. Filing for 412(i) Plan

   By Guest pm01, October 11, 2004
   • 5 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • October 11, 2004

7. 5500 Processing

   By Guest MississippiTPAgal, May 16, 2011
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • June 14, 2011

8. 5500 for a 457?

   By Guest, November 18, 2000
   • 1 reply
   • 1.8k views
   • 
   • Everett Moreland
   • November 18, 2000

9. Schedule R Minimum Funding

   By Guest tcunagin, June 18, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • June 19, 2002

10. Qualifying plan assets -- treatment of Contribution Receivable

    By Guest N'siah, June 4, 2002
    • 2 replies
    • 1.8k views
    • 
    • pjkoehler
    • June 12, 2002

11. Signing the Form 5500

    By TPA Bob, June 22, 2010
    • 3 replies
    • 1.8k views
    • 
    • TPA Bob
    • June 23, 2010

12. 5500-SF reconciliation w/prior year not reconciling

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

13. Further Extension for Affected Areas?

    By Guest J_Cira_70, September 14, 2001
    • 5 replies
    • 1.8k views
    • 
    • Kristina
    • September 18, 2001

14. 8955-SSA - pmt < reporting due

    By TPApril, September 12, 2019
    • 7 replies
    • 1.8k views
    • 
    • ESOP Guy
    • September 16, 2019

15. Form 5500 vs Form 5500-SF

    By doombuggy, August 10, 2010
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 10, 2010

16. IRS Delinquency Notices

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

17. No Trust EIN now needed?

    By Guest jusducki, April 16, 2007
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2007

18. Small plan audit waiver

    By Belgarath, September 9, 2003
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 15, 2003

19. Final 5500 not marked final

    By Guest cbclark, September 22, 2011
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • September 23, 2011

20. Welfare plans exceed 100 participants for a couple of years

    By katieinny, June 21, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 9, 2007

21. 2019 extensions

    By pmacduff, February 8, 2021
    • 14 replies
    • 1.8k views
    • 
    • Lou S.
    • February 10, 2021

22. If and when is the SSA going away?

    By BG5150, September 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2006

23. extensions for form 8955-SSA

    By Tom Poje, June 13, 2012
    • 8 replies
    • 1.8k views
    • 
    • mwyatt
    • June 21, 2012

24. Is extended due date for 6-30-11 PYE April 17th?

    By Jim Chad, March 29, 2012
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 1, 2012

25. 5500 Filed 12 hours late...

    By austin3515, July 16, 2014
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • July 16, 2014

26. 5500EZ Final Return

    By caryn22359, July 11, 2006
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • July 11, 2006

27. Can a non officer, non owner manager sign 5500?

    By Guest JimChad, July 29, 2005
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • July 29, 2005

28. Form 5500 EZ--Are beneficiaries counted for the plan?

    By Guest johncpa, November 7, 2014   

    • Form 5500 SF
    • 3 replies
    • 1.8k views
    • 
    • Calavera
    • November 7, 2014

29. 5500 Sch H plus IQPA & financial stmt

    By doombuggy, June 10, 2011
    • 12 replies
    • 1.8k views
    • 
    • pmacduff
    • June 21, 2011

30. Form 5500 for Employee Benefit Plans

    By Guest Rettop, August 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • August 15, 2001

31. Short plan year (Merged Plan), Extension allowed?

    By Guest DonJones, October 31, 2007
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • October 31, 2007

32. Availability of DFVC and IRS Remedial Programs

    By Guest boberlander, March 6, 2001
    • 3 replies
    • 1.8k views
    • 
    • dmb
    • April 12, 2001

33. TPA Firm Obtaining Signer Credentials on Behalf of the Plan

    By Guest richardmurray, June 16, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2010

34. Participant requests a copy of the full annual report; should we just

    By Guest CGBS, December 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • Kristina
    • December 8, 2000

35. Form 5500-EZ mailed to wrong address?

    By Guest lostinpensions, July 29, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 29, 2005

36. Form 8955-SSA Software

    By EPCRSGuru, October 9, 2013
    • 4 replies
    • 1.8k views
    • 
    • chc93
    • October 10, 2013

37. Combined year-end and final 5500 filing

    By KIP KRAUS, February 13, 2001
    • 4 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • February 15, 2001

38. merger at 12:01 a.m. on 1/1

    By AndyH, June 20, 2016   

    • final return?
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • June 20, 2016

39. Is a 5500 required (small self-insured medical plan that receives employee contributions).

    By Moe Howard, May 6, 2004
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 6, 2004

40. IRS Penalizing for "late" amended return

    By MrsMacias, May 22
    • 6 replies
    • 1.8k views
    • 
    • ESOP Guy
    • May 27

41. SSA Information

    By Guest furiousfurrball, June 8, 2009
    • 9 replies
    • 1.8k views
    • 
    • KateSmithPA
    • June 12, 2009

42. compliance questions will be optional for 2015

    By Tom Poje, December 7, 2015
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 30, 2015

43. Premium Only Plan - Participant Count

    By amcorson, July 13, 2009
    • 4 replies
    • 1.8k views
    • 
    • J Simmons
    • July 14, 2009

44. 5500 for PY End 9-30-2009

    By ERISA13, June 24, 2010
    • 15 replies
    • 1.8k views
    • 
    • Bird
    • August 3, 2010

45. Master Trust reporting in Form 5500

    By Guest TPALona, September 30, 2014
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 30, 2014

46. 5500 Signature

    By Guest P Arpey, October 12, 2009
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 15, 2009

47. 2013 5558 Extension of Time

    By D Lewis, September 5, 2014
    • 11 replies
    • 1.8k views
    • 
    • D Lewis
    • September 8, 2014

48. Native American corporation retirement plans

    By Guest Clain, June 19, 2008
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • June 20, 2008

49. Schedule R filing required?

    By stephen, October 7, 2004
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • October 12, 2004

50. Late form 8955

    By Chippy, November 22, 2013
    • 2 replies
    • 1.8k views
    • 
    • ESOP Guy
    • November 25, 2013