Form 5500

3,277 topics in this forum

1. Was this plan covered by a fidelity bond?

   By Peter Gulia, August 8, 2023
   • 4 replies
   • 1.6k views
   • 
   • Peter Gulia
   • August 8, 2023

2. Demutualization proceeds

   By Guest Jose Rosario, December 27, 2001
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • January 8, 2002

3. Limited Scope or Full Scope Audit

   By Alex Daisy, June 11, 2008
   • 4 replies
   • 3k views
   • 
   • sbutler
   • August 1, 2008

4. 5500 ez - 2010 final return

   By Guest xi9001, March 6, 2011
   • 4 replies
   • 1.9k views
   • 
   • Bill Presson
   • August 7, 2011

5. Waiver? Plan has been owner only for years, but still files 5500

   By Jim Chad, July 10, 2007
   • 4 replies
   • 1.5k views
   • 
   • Jim Chad
   • July 11, 2007

6. How do I prepare 5500s online so my client can submit thru EFast?

   By RayJJohnsonJr, August 5, 2024
   • 4 replies
   • 778 views
   • 
   • RayJJohnsonJr
   • August 5, 2024

7. Reportable Transaction

   By Guest cascigm, September 8, 2005
   • 4 replies
   • 5.3k views
   • 
   • R. Butler
   • September 20, 2005

8. FSA 5500 Filings

   By Guest Brenda Stepp, September 17, 2002
   • 3 replies
   • 2.8k views
   • 
   • papogi
   • September 17, 2002

9. My client never filed for 2008!

   By Guest IluvNewComp, November 30, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • November 30, 2009

10. Relius SAR

    By Guest SPOT, March 20, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • March 26, 2002

11. Multiple Form 5500s historically filed for single qualified plan

    By billfgrady, October 2, 2003
    • 3 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • May 3, 2004

12. 5500 EZ on paper of EFile

    By Jim Chad, June 10, 2016
    • 3 replies
    • 899 views
    • 
    • Tom Poje
    • June 10, 2016

13. Employer Contribution Overfunded

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

14. Schedule D and Schedule H

    By Below Ground, July 11, 2008
    • 3 replies
    • 2.6k views
    • 
    • Below Ground
    • July 14, 2008

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

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

16. 5500 ez or SF

    By Tom Poje, December 23, 2011
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 23, 2011

17. how far back can you go to file an amended 5500?

    By Santo Gold, January 12, 2023
    • 3 replies
    • 2.5k views
    • 
    • Santo Gold
    • January 12, 2023

18. 8955-SSA Filing Software

    By WhatsESUP, July 7, 2017   

    • 8955
    • ssa
    • (and 1 more)

      Tagged with:

      • 8955
      • ssa
      • software
    • 3 replies
    • 1k views
    • 
    • Kevin C
    • July 10, 2017

19. 8955 signatures

    By Guest tmills, November 15, 2011
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • November 16, 2011

20. Schedule D - when to file

    By Tom, August 14, 2023
    • 3 replies
    • 2.6k views
    • 
    • Paul I
    • August 15, 2023

21. HELP - NO TIME FOR AUDIT REQ.!!

    By Guest PLHart, September 12, 2003
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • September 12, 2003

22. 5500 termination?

    By Guest Moira, June 8, 2006
    • 3 replies
    • 1.7k views
    • 
    • Nate X
    • June 9, 2006

23. Waiver of Accountant's Opinion

    By Guest NeophiteTPA, July 12, 2007
    • 3 replies
    • 1.6k views
    • 
    • Bill Presson
    • July 12, 2007

24. 5500 Ez

    By Guest JEP, January 9, 2003
    • 3 replies
    • 1.8k views
    • 
    • Earl
    • January 14, 2003

25. Severance plan filings

    By alexa, July 12, 2020
    • 3 replies
    • 2.5k views
    • 
    • alexa
    • November 15, 2022

26. Schedule C

    By DPL, March 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 15, 2012

27. Controlled Group - Two Plans - How Many Audits?

    By Guest Jay345, March 26, 2014
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 27, 2014

28. Form 5500 - new compliance questions.

    By Belgarath, February 14, 2024
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • February 15, 2024

29. 5500EZ - Anyone getting cover letters back from IRS?

    By mwyatt, November 4, 2010
    • 3 replies
    • 2k views
    • 
    • mwyatt
    • November 11, 2010

30. Late Deferral Contributions

    By blue, April 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • April 29, 2005

31. Schedule A - Line 1(e)

    By Guest dsw713, April 27, 2005
    • 3 replies
    • 4k views
    • 
    • Beemer
    • June 9, 2005

32. (if) When to do Amended SAR with Amended 5500

    By BG5150, July 15, 2009
    • 3 replies
    • 1.9k views
    • 
    • BG5150
    • July 16, 2009

33. To Schedule C or not to Schedule C

    By Pammie57, July 9, 2018
    • 3 replies
    • 870 views
    • 
    • Bug on my window
    • July 10, 2018

34. IRS letters

    By Guest Jennyb473, April 26, 2010
    • 3 replies
    • 1.1k views
    • 
    • goldtpa
    • April 27, 2010

35. 5558 Street Address?

    By Lou S., July 24, 2015
    • 3 replies
    • 5k views
    • 
    • Bird
    • July 27, 2015

36. 2019 Non-calendar 1 man 5500 SF or EZ?

    By Lou S., February 18, 2021
    • 3 replies
    • 444 views
    • 
    • Lou S.
    • February 19, 2021

37. 5500 Schedule I Line 4j

    By R. Butler, August 30, 2000
    • 3 replies
    • 2k views
    • 
    • Fredman
    • August 30, 2000

38. Participant Count

    By Guest jefe96, March 19, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 20, 2007

39. Do all qualified plans need to include a Schedule T with their Form 55

    By Guest Peter Riggins, August 30, 2000
    • 3 replies
    • 1.7k views
    • 
    • wmyer
    • November 15, 2000

40. FreeERISA.com

    By Guest Grumpy456, July 18, 2006
    • 3 replies
    • 3.9k views
    • 
    • GBurns
    • July 21, 2006

41. Schedule H and assets transferred to PBGC

    By Guest ATurn, July 7, 2014   

    • 5500
    • pbgc
    • (and 1 more)

      Tagged with:

      • 5500
      • pbgc
      • termination
    • 3 replies
    • 2.2k views
    • 
    • Lou S.
    • July 7, 2014

42. 5% Reportable Transactions in Defined Contribution Plans

    By pitkofsky, February 3, 2017
    • 3 replies
    • 6.9k views
    • 
    • My 2 cents
    • February 3, 2017

43. Plan name changed -- when to report?

    By Guest Jensen, June 13, 2007
    • 3 replies
    • 2.8k views
    • 
    • J Simmons
    • June 13, 2007

44. Switching from filing 5500 to filing5500EZ

    By Guest ElKH, June 3, 2003
    • 3 replies
    • 1.1k views
    • 
    • mwyatt
    • June 4, 2003

45. 5500EZ and Rev. Proc 2014-32 (Penalty relief for late filers)

    By Lori H, May 29, 2015
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • June 1, 2015

46. Form 5500 Schedule H

    By pitkofsky, April 20, 2016
    • 3 replies
    • 2.5k views
    • 
    • david rigby
    • April 21, 2016

47. Can you check both "Trust" and "General Assets" on line 9?

    By Bug on my window, July 10, 2018   

    • form 5500
    • funding
    • 3 replies
    • 811 views
    • 
    • Bug on my window
    • August 14, 2018

48. Filing an extension for all clients 5500 forms?

    By Guest krisknapp, July 13, 2007
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • July 13, 2007

49. Sole Proprietor has no EIN for 5500ez

    By kwalified, May 29, 2015
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • June 2, 2015

50. Compliance notice and now a late notice

    By SSRRS, October 12, 2021
    • 3 replies
    • 713 views
    • 
    • RatherBeGolfing
    • October 16, 2021