Form 5500

3,277 topics in this forum

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

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

2. DOL EFast past filing info

   By ombskid, April 18, 2007
   • 1 reply
   • 1.8k views
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   • bzorc
   • April 27, 2007

3. Multiple Employer Plan

   By Guest Lex, June 19, 2002
   • 3 replies
   • 1.8k views
   • 
   • Archimage
   • June 19, 2002

4. Signature Stamp

   By mwyatt, May 23, 2006
   • 2 replies
   • 1.8k views
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   • mwyatt
   • May 23, 2006

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

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

6. Delivery of Summary Annual Report

   By MarZDoates, July 11, 2003
   • 2 replies
   • 1.8k views
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   • E as in ERISA
   • July 11, 2003

7. Cancel bond a reportable transaction?

   By ombskid, October 11, 2007
   • 1 reply
   • 1.8k views
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   • Guest
   • October 11, 2007

8. Final 5500 not marked final

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

9. 990T

   By K-t-F, December 13, 2005
   • 2 replies
   • 1.8k views
   • 
   • K-t-F
   • December 14, 2005

10. Plan Characteristic Code 2A

    By 401_noob, May 1, 2018   

    • 5500
    • 5 replies
    • 1.8k views
    • 
    • 401_noob
    • May 2, 2018

11. 2019 extensions

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

12. 5500-ez

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

13. 5500 EE Count - Rehires

    By Guest sao0308, May 11, 2006
    • 4 replies
    • 1.8k views
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    • Guest
    • May 11, 2006

14. Form 5558 extension-not filed in time?

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

15. required to file?

    By stevena, August 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • JohnCheek
    • August 13, 2001

16. 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

17. 5500 for a 457?

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

18. Further Extension for Affected Areas?

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

19. Schedule R Minimum Funding

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

20. 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

21. Signing the Form 5500

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

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

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

23. DFVC Program after late filed 5500

    By MarkS, July 19, 2023
    • 5 replies
    • 1.8k views
    • 
    • thepensionmaven
    • July 21, 2023

24. Prior 5500 Filings

    By Guest KevinP, September 17, 2002
    • 7 replies
    • 1.8k views
    • 
    • E as in ERISA
    • September 18, 2002

25. Filing for 412(i) Plan

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

26. Qualifying plan assets -- treatment of Contribution Receivable

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

27. Loan from Insurance Policy

    By Lori Foresz, September 12, 2003
    • 8 replies
    • 1.8k views
    • 
    • ljr
    • September 15, 2003

28. 5500 Processing

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

29. No Trust EIN now needed?

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

30. Small plan audit waiver

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

31. Form 5500 vs Form 5500-SF

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

32. extensions for form 8955-SSA

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

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

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

34. IRS Delinquency Notices

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

35. 5500 Sch H plus IQPA & financial stmt

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

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

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

37. Amended 5500EZ

    By EJS_TPA, January 16, 2025
    • 1 reply
    • 1.8k views
    • 
    • Paul I
    • January 16, 2025

38. 5500EZ Final Return

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

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

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

40. If and when is the SSA going away?

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

41. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150, December 7, 2021
    • 9 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • December 15, 2021

42. 5500 Filed 12 hours late...

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

43. 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

44. 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

45. 5500 for PY End 9-30-2009

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

46. Final Form 5500 - participant count?

    By t.haley, September 27, 2010
    • 0 replies
    • 1.8k views
    • 
    • t.haley
    • September 27, 2010

47. Form 5500 Poll

    By Guest mcapcpa, June 4, 2002
    • 7 replies
    • 1.8k views
    • 
    • JohnCheek
    • June 8, 2002

48. 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

49. Availability of DFVC and IRS Remedial Programs

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

50. compliance questions will be optional for 2015

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