Form 5500

3,277 topics in this forum

1. Form 5500 for Employee Benefit Plans

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

2. 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

3. Form 5500-EZ mailed to wrong address?

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

4. 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

5. Premium Only Plan - Participant Count

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

6. LIFE INSURANCE

   By blue, January 20, 2006
   • 1 reply
   • 1.8k views
   • 
   • rcline46
   • January 20, 2006

7. Combined year-end and final 5500 filing

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

8. Plan Sponsor Name not updated on Plan Document

   By KP19, March 5, 2025
   • 3 replies
   • 1.8k views
   • 
   • Peter Gulia
   • March 5, 2025

9. Form 8955-SSA Software

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

10. 2009 Form 5500 / Shc H & I Compliance Questions

    By Jean, August 31, 2009
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • September 1, 2009

11. SSA Information

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

12. Master Trust reporting in Form 5500

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

13. Delinquent for ten years in filing 5500sf

    By sadiegirl, April 15, 2017
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • April 17, 2017

14. DFVC - includes submission of filed 5500's?

    By TPApril, August 28, 2020
    • 7 replies
    • 1.8k views
    • 
    • st3rv
    • September 3, 2020

15. 2013 5558 Extension of Time

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

16. Native American corporation retirement plans

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

17. 8.5 months after end of plan year for an 1120 to make a contribution?

    By Guest Enda80, April 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • April 18, 2008

18. 5500 Signature

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

19. Schedule R filing required?

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

20. Late form 8955

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

21. Help with Multi-Employer VEBA filing...

    By Guest Carolyn Barnard, September 25, 2003
    • 6 replies
    • 1.8k views
    • 
    • GBurns
    • September 26, 2003

22. DFVC Eligibility

    By Guest ebgroup, March 22, 2012
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • March 28, 2012

23. Address for 5558

    By Sully, July 28, 2003
    • 4 replies
    • 1.8k views
    • 
    • Sully
    • July 29, 2003

24. Plan number on 5500 different from plan number on determination letter

    By stephen, January 29, 2003
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • January 30, 2003

25. One participant plan and Form 5500-SF

    By cpc0506, May 30, 2017
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 10, 2021

26. One Participant plan - participant count?

    By Guest Emiman, June 8, 2004
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 9, 2004

27. Form 5558 - 10/15 or 10/17?

    By PAL, July 15, 2011
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • July 16, 2011

28. 5500-EZ (Cash or Accrual)

    By Buffys Redrum, July 12, 2010
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • July 12, 2010

29. EFAST 5500 and the Schedule P

    By Guest PAINPA, May 28, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 2, 2003

30. Stop Loss Paid by Employees

    By 5500Nerd, May 24, 2018   

    • stop loss
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 25, 2018

31. Final 5500

    By Guest carsonv, May 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2009

32. Penalty for late filing - Form 8955

    By QNPG, January 24, 2012
    • 2 replies
    • 1.8k views
    • 
    • QNPG
    • January 27, 2012

33. Welfare Benefit Plan Reporting/Employee Assistance Plan

    By Guest tcunagin, January 27, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 27, 2003

34. 5500 Rejection

    By Earl, July 9, 2007
    • 4 replies
    • 1.8k views
    • 
    • Earl
    • July 10, 2007

35. Amended Form 5500 for 2008

    By doombuggy, January 4, 2010
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 6, 2010

36. 5500 Ez

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

37. Schedule H required for group medical plan?

    By SLuskin, December 12, 2000
    • 4 replies
    • 1.8k views
    • 
    • SLuskin
    • December 21, 2000

38. Identification of Multiple Employer participating employer -- Schedule T?

    By Jean, July 26, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 29, 2005

39. Reporting Excess Contributions & Refunds

    By Guest LWilson, July 22, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

40. Late Deferral Notice

    By Below Ground, June 10, 2009
    • 5 replies
    • 1.8k views
    • 
    • Below Ground
    • July 23, 2009

41. 5500EZ

    By Guest Sieve, March 15, 2010
    • 6 replies
    • 1.8k views
    • 
    • 12AX7
    • March 18, 2010

42. 5500 Schedule C for Health Plans

    By Guest Quicksilver, June 18, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2010

43. Plan termed, but one loan was not deemed...

    By BG5150, October 3, 2006
    • 6 replies
    • 1.8k views
    • 
    • Just Me
    • October 11, 2006

44. Calendar year 5500 with multiple off-calendar year H&W benefits

    By Guest El Guapo, July 19, 2012
    • 1 reply
    • 1.8k views
    • 
    • 401 Chaos
    • August 18, 2016

45. Relius Web Client

    By 12AX7, September 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 22, 2010

46. Schedule H and VEBA audit

    By Guest akwallace, August 30, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 30, 2002

47. Final 5500 return - late for filing 5558

    By Jakyasar, July 16, 2021
    • 10 replies
    • 1.8k views
    • 
    • BG5150
    • July 26, 2021

48. First year of plan

    By jkharvey, July 6, 2011
    • 3 replies
    • 1.8k views
    • 
    • jkharvey
    • July 6, 2011

49. Braggin About FT William Software

    By austin3515, August 12, 2020
    • 5 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • August 13, 2020

50. SAS 70 Report

    By Guest jusducki, May 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • May 10, 2006