Form 5500

3,277 topics in this forum

1. final return for 2000 short plan year

   By Guest pdahlen, September 19, 2000
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 3, 2000

2. 5500 reporting of self-directed brokerage account assets

   By pitkofsky, March 16, 2016
   • 0 replies
   • 1.8k views
   • 
   • pitkofsky
   • March 16, 2016

3. Schedule A for individual life insurance policies

   By Guest PC, September 13, 2000
   • 1 reply
   • 1.8k views
   • 
   • JohnCheek
   • September 18, 2000

4. Schedule C- Relationhip To Employer

   By austin3515, May 10, 2016
   • 4 replies
   • 1.8k views
   • 
   • chc93
   • May 11, 2016

5. SCHEDULE T

   By stevena, August 2, 2005
   • 5 replies
   • 1.8k views
   • 
   • JDuns
   • August 3, 2005

6. Form 5500-SF Disclosure of Fees

   By TPA Bob, July 18, 2011
   • 0 replies
   • 1.8k views
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   • TPA Bob
   • July 18, 2011

7. Schedule SSA for year of merger: past participants reported again?

   By John A, September 11, 2000
   • 1 reply
   • 1.8k views
   • 
   • Kristina
   • September 12, 2000

8. Can one report a plan on an accrual basis while one reports a 1040 on a cash basis?

   By Guest Enda80, April 7, 2008
   • 1 reply
   • 1.8k views
   • 
   • Mike Preston
   • April 7, 2008

9. Schedule R

   By Guest MPITTS, August 30, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • August 30, 2000

10. 5558 Extension confirmation from IRS is missing PN

    By mandmeickhoff@msn.com, April 28, 2016   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • extenion
    • 3 replies
    • 1.8k views
    • 
    • PAL
    • April 29, 2016

11. Schedule C for law firms

    By Guest Livia, September 8, 2010
    • 2 replies
    • 1.8k views
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    • Peter Gulia
    • September 10, 2010

12. 2010 form 5500EZ and instructions

    By Belgarath, June 13, 2011
    • 2 replies
    • 1.8k views
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    • mbozek
    • June 14, 2011

13. How to complete form 5500-EZ for 2003 after GUST amendment

    By Guest dgoldie, April 13, 2004
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

14. Master Trust

    By justbsur, March 19, 2008
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • March 19, 2008

15. Schedule SSA

    By Guest notapensiongeek, May 12, 2008
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • May 12, 2008

16. Help with Sch H - line 3 - is auditor opinion necessary?

    By Guest welcomehome, July 20, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2004

17. SSA problem with terminated plan

    By Guest jc1457, March 30, 2009
    • 3 replies
    • 1.8k views
    • 
    • RCK
    • April 30, 2009

18. amending a Schedule C

    By K2retire, June 10, 2014
    • 6 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 11, 2014

19. 5500-SF 10g Deemed Distributions

    By Catch22PGM, July 17, 2024   

    • loans
    • deemed loan
    • (and 2 more)

      Tagged with:

      • loans
      • deemed loan
      • 5500sf
      • 5500-sf
    • 3 replies
    • 1.8k views
    • 
    • Kattdogg12
    • August 7, 2024

20. 5500 Part II, Line 8

    By Guest RJM, April 10, 2002
    • 3 replies
    • 1.8k views
    • 
    • R. Butler
    • April 11, 2002

21. Sch. SSA

    By FJR, July 25, 2003
    • 7 replies
    • 1.8k views
    • 
    • jquazza
    • March 18, 2004

22. 5330 - PTIN required?

    By CJS07, July 20, 2011
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • July 21, 2011

23. Multiple Employer Plan & Audit

    By Guest EricWings, July 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • July 9, 2008

24. SAR for Health & Welfare Plans

    By Guest Powers, August 31, 2012
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2012

25. Medical Savings Accounts and Form 5500?

    By Guest, January 16, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 16, 2001

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

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

27. 5500 Mia

    By Guest ANNEBV, October 18, 2001
    • 4 replies
    • 1.8k views
    • 
    • TPAVP
    • October 22, 2001

28. signatures

    By Guest RBeck, July 30, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 31, 2001

29. Employer Contribution Overfunded

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

30. Identification of Co-Sponsors on 5500

    By ERISA1, December 14, 2012
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 14, 2012

31. How to report Hedge Fund on 5500 Sched H

    By ERISA1, June 22, 2017   

    • 5500
    • schedule h
    • (and 1 more)

      Tagged with:

      • 5500
      • schedule h
      • hedge fund
    • 4 replies
    • 1.8k views
    • 
    • BeckyMiller
    • July 11, 2017

32. 5500-EZ - failure to file

    By k man, June 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • jpod
    • June 17, 2002

33. Controlled Group Umbrella Plan

    By QDROphile, September 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • QDROphile
    • September 16, 2006

34. Schedule D and Schedule H

    By Guest pensionbrainwashed, October 12, 2005
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • October 12, 2005

35. New 5500 Search on DOL Web-site

    By austin3515, January 7, 2014
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 8, 2014

36. Okay to use 1999 Form 5500 to file a short plan year beginning and end

    By John A, February 22, 2001
    • 5 replies
    • 1.8k views
    • 
    • Kristina
    • March 7, 2001

37. 5500 SF and late filings

    By Dazednconfused, October 13, 2011
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 14, 2011

38. SAR required for final 5500SF filing?

    By Cathy from Chicago, July 29, 2010
    • 1 reply
    • 1.7k views
    • 
    • Andy the Actuary
    • July 29, 2010

39. Form 5500

    By shamil10, June 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Steve72
    • June 7, 2002

40. My client never filed for 2008!

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

41. Schedule I, line 4d question

    By Richard Anderson, August 14, 2007
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • August 15, 2007

42. Schedule H - reporting corrective distributions

    By Guest LoloV, May 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2003

43. Premiums get put where?

    By wsp, October 13, 2006
    • 2 replies
    • 1.7k views
    • 
    • wsp
    • October 13, 2006

44. Guidance on 5500 Audit

    By Guest Rudy102, October 22, 2002
    • 5 replies
    • 1.7k views
    • 
    • bzorc
    • October 31, 2002

45. Merged DB Plans

    By Guest HarveyC, February 6, 2002
    • 6 replies
    • 1.7k views
    • 
    • MGB
    • February 12, 2002

46. Certified Audit Question

    By bzorc, May 17, 2001
    • 3 replies
    • 1.7k views
    • 
    • bzorc
    • May 21, 2001

47. 8955-SSA

    By hunter001, November 15, 2010
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • November 15, 2010

48. 5500-EZ for Affiliated Service Group member - Minimum to file

    By TPApril, December 30, 2016
    • 6 replies
    • 1.7k views
    • 
    • TPApril
    • January 12, 2017

49. 2009 Sch. I - Adminstrative Fees

    By 401king, December 3, 2009
    • 10 replies
    • 1.7k views
    • 
    • WDIK
    • December 17, 2009

50. IRS Notice - 2008 Form 5500 not received

    By Spencer, June 22, 2011
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • June 23, 2011