Form 5500

3,277 topics in this forum

1. Failed to file form 5500ez

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

2. Failture to file

   By Guest Clain, January 22, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 22, 2009

3. Failure to deposit deferrals on time

   By Guest rachd, April 4, 2003
   • 3 replies
   • 1.4k views
   • 
   • jaemmons
   • April 7, 2003

4. Failure to File 5500

   By Guest JasonCollins, February 27, 2003
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • March 2, 2003

5. Failure to file 5500

   By Guest moltengater, February 8, 2005
   • 10 replies
   • 2.5k views
   • 
   • Guest
   • June 28, 2005

6. Failure to file 5500 Welfare Medical Plan for failing to address refund allocations in SPD

   By Insurnacegirl555, March 22, 2024   

   • 5500
   • exemption
   • (and 5 more)

     Tagged with:

     • 5500
     • exemption
     • welfare benefit plan-5500?
     • welfare plans
     • welfare
     • 5500sf
     • 5500 - reporting of options
   • 3 replies
   • 1k views
   • 
   • Brian Gilmore
   • March 23, 2024

7. Failure to File 5500EZ

   By Guest Thornton, January 10, 2003
   • 25 replies
   • 21.2k views
   • 
   • Guest
   • May 28, 2007

8. failure to file audit report

   By k man, August 24, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • August 24, 2004

9. Failure To File Extension

   By Lucky32, December 2, 2020
   • 8 replies
   • 1.1k views
   • 
   • acm_acm
   • December 3, 2020

10. Failure to file final 5500-EZ ... help!

    By Guest winterhill, July 6, 2007
    • 4 replies
    • 3.2k views
    • 
    • Mike Preston
    • July 9, 2007

11. Failure to File Form 5500- Asset Sale

    By SaraJames, April 26, 2021
    • 1 reply
    • 858 views
    • 
    • EBECatty
    • April 26, 2021

12. Failure to file Form 5500EZ, need help

    By Guest schow07024, September 4, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 4, 2007

13. Failure to file Schedule SSA - Appropriate Method of Correction

    By Guest rocnrols2, March 18, 2003
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 26, 2011

14. failure to implement automatic deferral provision 5500

    By R. Butler, August 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • R. Butler
    • August 11, 2010

15. Failure to Timely File 5500 - Relief Under DFVCP

    By David Olive, August 15, 2021
    • 2 replies
    • 778 views
    • 
    • BG5150
    • August 24, 2021

16. Fair Marlet Value of Corporate Stock

    By Guest MS TPA, January 18, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2011

17. Fair value reporting for investment contracts with insurance companies

    By Dave Baker, February 8, 2000
    • 0 replies
    • 2.9k views
    • 
    • Dave Baker
    • February 8, 2000

18. Fair value vs contract value

    By PAL, April 29, 2016
    • 7 replies
    • 8k views
    • 
    • benakt
    • July 13, 2016

19. Fair Value vs Contract Value

    By austin3515, April 25, 2014
    • 3 replies
    • 7.9k views
    • 
    • austin3515
    • April 28, 2014

20. Family Plan: Form 5500-EZ or SF?

    By bzorc, November 16, 2018
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • November 26, 2018

21. Faxed signature

    By Guest RONNIE WASEL, October 14, 2003
    • 7 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2003

22. Faxed/Copied version of 5500-EZ

    By austin3515, October 9, 2011
    • 6 replies
    • 1.9k views
    • 
    • austin3515
    • October 11, 2011

23. February plan termination

    By R. Butler, October 5, 2015
    • 2 replies
    • 829 views
    • 
    • R. Butler
    • October 5, 2015

24. Federal Tax Withholding on Form 5500 Schedule H

    By pitkofsky, April 12, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • April 14, 2016

25. fees from IRS for never filing 5500

    By betheeg, March 30, 2004
    • 8 replies
    • 2.2k views
    • 
    • E as in ERISA
    • June 15, 2004

26. Fees paid to an insurance company

    By Lori Friedman, October 11, 2004
    • 0 replies
    • 909 views
    • 
    • Lori Friedman
    • October 11, 2004

27. Fidelity Bond

    By Guest SPOT, June 7, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

28. Fidelity Bond

    By Guest slajeunesse, November 15, 2005
    • 3 replies
    • 2.7k views
    • 
    • Leopurrd
    • November 15, 2005

29. fidelity bond & new plans

    By TPApril, September 23, 2021
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • September 24, 2021

30. Fidelity Bond for non qualifying assets

    By k man, February 28, 2008
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 28, 2008

31. Fidelity Bond Increases

    By austin3515, July 2, 2019
    • 7 replies
    • 2k views
    • 
    • austin3515
    • July 2, 2019

32. fidelity bond w/inflation guard

    By TPApril, May 25, 2022
    • 6 replies
    • 2.1k views
    • 
    • Bri
    • May 26, 2022

33. Fidelity Bonds > $500K - record amt or $500K?

    By TPApril, August 14, 2021
    • 12 replies
    • 1.6k views
    • 
    • TPApril
    • August 19, 2021

34. Fidelity bonds-required?

    By Guest A. Rostosky, August 23, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 23, 2000

35. Fidelity Bonds, dates, retroactive & 5500

    By TPApril, September 15, 2015
    • 0 replies
    • 1.3k views
    • 
    • TPApril
    • September 15, 2015

36. Fiduciary Liability for signing Form 5500

    By Below Ground, April 13, 2018
    • 15 replies
    • 4.9k views
    • 
    • smokin
    • April 17, 2018

37. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2006

38. file 5500 without audit? I know, this has been discussed many times, but....

    By WCC, October 12, 2021
    • 22 replies
    • 3.4k views
    • 
    • RatherBeGolfing
    • October 20, 2021

39. File Amended 5500-SF Originally Filed 5500-EZ

    By Dougsbpc, June 10, 2025
    • 6 replies
    • 1.5k views
    • 
    • Dougsbpc
    • June 12, 2025

40. File date for 5500's filed manually

    By TPApril, June 22, 2012
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • June 23, 2012

41. File Schedule R or not?

    By BG5150, August 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • August 17, 2009

42. file two 5500s or one for successor entity

    By thepensionmaven, August 31, 2000
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • September 8, 2000

43. File? yes or no poll question

    By WCC, April 6, 2017
    • 23 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 7, 2017

44. Filed 5500 when should have filed EZ

    By Belgarath, June 15, 2011
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • June 15, 2011

45. Filed 5500EZ by mistake last year

    By nsfpsp, February 20, 2023
    • 5 replies
    • 897 views
    • 
    • WDIK
    • February 23, 2023

46. Filed 5500SF but not eligible

    By jkharvey, August 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • August 5, 2011

47. Filed late, got IRS letter; any options?

    By BG5150, June 28, 2022
    • 13 replies
    • 1.3k views
    • 
    • BG5150
    • July 1, 2022

48. Filing 5500 prior to deposit of Contribution Receivable

    By Guest darrensoup, May 27, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • May 27, 2005

49. filing 5500 with staggered benefit ann. dates

    By Guest morris, December 29, 2011
    • 5 replies
    • 1.1k views
    • 
    • Bill Presson
    • January 4, 2012

50. Filing 5500 without accountant's opinion

    By Linda L, March 24, 2017
    • 9 replies
    • 3.4k views
    • 
    • Lou S.
    • March 27, 2017