Form 5500

3,272 topics in this forum

1. ESOP 409(n) issue

   By Guest gnappi, November 26, 2007
   • 1 reply
   • 1k views
   • 
   • BeckyMiller
   • December 12, 2007

2. ESOP and Form 5500 Schedule H

   By BeccaERISA, October 30, 2015   

   • ESOP
   • Form 5500
   • (and 2 more)

     Tagged with:

     • ESOP
     • Form 5500
     • leveraged
     • Schedule I
   • 3 replies
   • 1.8k views
   • 
   • BeccaERISA
   • October 30, 2015

3. Established a Plan but no assets

   By TPA Bob, October 6, 2016
   • 12 replies
   • 5.3k views
   • 
   • Mike Preston
   • October 9, 2016

4. ETFs in 401k - 5500 Reporting

   By 5500sorBust, May 19, 2022
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • May 19, 2022

5. Exception for a non profit organization filing a Form 5500

   By eilano, October 29, 2003
   • 4 replies
   • 14.4k views
   • 
   • Ron Snyder
   • November 29, 2003

6. Excess annual addition - 5330?

   By CJS07, October 17, 2016
   • 2 replies
   • 858 views
   • 
   • My 2 cents
   • October 20, 2016

7. Exclude Insurance on Schedule I?

   By Dougsbpc, September 18, 2008
   • 8 replies
   • 1.7k views
   • 
   • Bird
   • October 2, 2008

8. Excluding Terms Invested in Insurance Contracts

   By austin3515, August 19, 2013
   • 0 replies
   • 781 views
   • 
   • austin3515
   • August 19, 2013

9. Executor(trix) Fees

   By Guest David B, October 24, 2014
   • 1 reply
   • 1.1k views
   • 
   • K2retire
   • October 27, 2014

10. Exempt Entity Filed in Error

    By pr2222, November 15, 2018
    • 1 reply
    • 496 views
    • 
    • JamesK
    • November 15, 2018

11. Exemption from Scedule H for self-funded plans

    By Guest Mfcavo, September 18, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2000

12. Expanded 5500 Reporting for 403b Plans

    By Guest Retirement4Life, March 11, 2008
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • March 11, 2008

13. Expenses for Real Estate

    By austin3515, October 14, 2015
    • 0 replies
    • 670 views
    • 
    • austin3515
    • October 14, 2015

14. Experience rated groups

    By Denise, September 13, 2018
    • 0 replies
    • 392 views
    • 
    • Denise
    • September 13, 2018

15. Experience-rated plans

    By Jane, July 4, 2023
    • 1 reply
    • 830 views
    • 
    • Bug on my window
    • July 5, 2023

16. Explain the 80-120 participation rule for the audit requirement.

    By Guest Tara Curran, July 7, 2000
    • 1 reply
    • 2.6k views
    • 
    • Richard Anderson
    • July 7, 2000

17. Extend 5500 and then have no filing requirement

    By Tom, July 29, 2024
    • 1 reply
    • 693 views
    • 
    • AATPA
    • July 30, 2024

18. Extended due date for 6/30/16 YE 5500

    By Flyboyjohn, April 14, 2017
    • 4 replies
    • 871 views
    • 
    • My 2 cents
    • April 18, 2017

19. Extending by means of Automatic Extension

    By TPApril, September 2, 2022
    • 6 replies
    • 1k views
    • 
    • CuseFan
    • September 7, 2022

20. Extension Approved until 12/15???

    By MarZDoates, October 1, 2019
    • 1 reply
    • 554 views
    • 
    • Lou S.
    • October 2, 2019

21. Extension beyond 10/15/2000?

    By AndyH, August 22, 2000
    • 15 replies
    • 2.9k views
    • 
    • Guest
    • September 12, 2000

22. Extension Box on Amended 5500?

    By austin3515, October 23, 2012
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • October 25, 2012

23. Extension confirmations

    By SheilaD, March 17, 2009
    • 18 replies
    • 4.1k views
    • 
    • jpod
    • April 8, 2009

24. Extension date request for an October 1st plan year end.

    By jsample, February 15, 2024
    • 2 replies
    • 582 views
    • 
    • Paul I
    • February 16, 2024

25. Extension Denials

    By Earl, September 9, 2015
    • 3 replies
    • 1.3k views
    • 
    • Earl
    • September 25, 2015

26. Extension filed for first year but no 5500 requirement

    By Trisports, August 29, 2019
    • 1 reply
    • 980 views
    • 
    • chc93
    • August 29, 2019

27. Extension filed with wrong plan number - now what?

    By John A, October 9, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • October 9, 2001

28. Extension for Form 5500 Denied

    By ConnieStorer, September 27, 2019
    • 32 replies
    • 5.4k views
    • 
    • cfull
    • November 11, 2019

29. Extension mess ups changing PYE??

    By ESOP Guy, October 9, 2023
    • 8 replies
    • 1.1k views
    • 
    • ESOP Guy
    • October 17, 2023

30. Extension on final 5500?

    By Guest dmcmanus, August 15, 2005
    • 5 replies
    • 3k views
    • 
    • No Name
    • August 16, 2005

31. Extension opinions, please

    By doombuggy, September 1, 2004
    • 11 replies
    • 1.9k views
    • 
    • doombuggy
    • September 16, 2004

32. Extensions

    By Guest babs51, July 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • July 19, 2011

33. Extensions / REjections

    By austin3515, December 19, 2022
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • January 7, 2023

34. extensions for form 8955-SSA

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

35. Extensions for PYE 1/31/2013

    By Rob P, October 14, 2013
    • 9 replies
    • 1.5k views
    • 
    • Rob P
    • October 15, 2013

36. Extensions Not Scanned, right?

    By austin3515, April 27, 2011
    • 2 replies
    • 1k views
    • 
    • mwyatt
    • May 2, 2011

37. Extra 401k deposited, but not withheld - how to show on 5500

    By TPApril, October 30, 2024
    • 2 replies
    • 1k views
    • 
    • TPApril
    • October 31, 2024

38. EZ Eligible?

    By Basically, January 20, 2022
    • 4 replies
    • 970 views
    • 
    • Peter Gulia
    • January 21, 2022

39. EZ filer?

    By SSRRS, September 21, 2022
    • 2 replies
    • 456 views
    • 
    • SSRRS
    • September 22, 2022

40. EZ Filer.... Changing sponsor from "XYZ CPA" to "Bob & Sue CPAs LLC"

    By Basically, May 20, 2024
    • 2 replies
    • 450 views
    • 
    • Basically
    • May 20, 2024

41. EZ MP PS?

    By Blinky the 3-eyed Fish, June 5, 2003
    • 7 replies
    • 2.9k views
    • 
    • mwyatt
    • June 8, 2003

42. EZ Q 15b

    By David, October 23, 2002
    • 2 replies
    • 1.1k views
    • 
    • David
    • October 24, 2002

43. EZ switching to SF; mark as "first return"?

    By AlbanyConsultant, April 5, 2018
    • 8 replies
    • 3.2k views
    • 
    • Larry Starr
    • April 9, 2018

44. EZ under 250k not required to file even if the EZ is a 990 EZ?

    By SSRRS, January 22
    • 3 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 23

45. EZ vs SF

    By ombskid, February 12, 2014
    • 12 replies
    • 7k views
    • 
    • Beltane
    • April 16, 2014

46. EZ Vs SF

    By PFranckowiak, May 27, 2010
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • June 2, 2010

47. F-5500 REF

    By gregburst, March 21, 2011
    • 0 replies
    • 1.2k views
    • 
    • gregburst
    • March 21, 2011

48. FAB 2009-02 clarification

    By Santo Gold, July 28, 2010
    • 0 replies
    • 958 views
    • 
    • Santo Gold
    • July 28, 2010

49. Fact or Fiction?

    By bzorc, October 7, 2010
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • October 7, 2010

50. Failed to file form 5500ez

    By Solo, February 26, 2022
    • 2 replies
    • 514 views
    • 
    • pxisright5
    • February 28, 2022