Form 5500

3,281 topics in this forum

1. Wrap Document for Group Welfare Benefit Plans

   By Christine Roberts, March 6, 2001
   • 3 replies
   • 2k views
   • 
   • Guest
   • March 9, 2001

2. 2008 Form 5500

   By 12AX7, May 3, 2011
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • May 3, 2011

3. Audit Requirement and Otherwise Excludable Employees

   By Guest kdddk14, September 15, 2008
   • 3 replies
   • 1.7k views
   • 
   • Kevin C
   • September 17, 2008

4. Plan Sponsor Name not updated on Plan Document

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

5. Relius Web Client

   By Guest grzesiu, October 14, 2011
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • November 1, 2011

6. Roth Conversion and Form 5500

   By Archimage, July 24, 2020
   • 3 replies
   • 1.3k views
   • 
   • Bill Presson
   • July 27, 2020

7. Required to file?

   By Earl, June 16, 2006
   • 3 replies
   • 1.7k views
   • 
   • Earl
   • June 16, 2006

8. Schedule D - when to file?

   By Guest ForteT, August 9, 2000
   • 3 replies
   • 4.8k views
   • 
   • Guest
   • August 16, 2000

9. First year of plan

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

10. Failure to deposit deferrals on time

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

11. LLC taxed as partnership eligible for 5500-EZ

    By R. Butler, July 18, 2007
    • 3 replies
    • 2.8k views
    • 
    • Calavera
    • July 18, 2007

12. SHORT PLAN YEAR!

    By Jilliandiz, May 7, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 12, 2004

13. Terminated plan filing

    By pmacduff, March 28, 2023
    • 3 replies
    • 789 views
    • 
    • pmacduff
    • March 30, 2023

14. fringe benefit plans

    By Guest leon, July 17, 2003
    • 3 replies
    • 2k views
    • 
    • Theresa Lynn
    • July 28, 2003

15. SSA problem with terminated plan

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

16. Form 5500 Sch SB Prefix

    By Lou S., January 14, 2020
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 16, 2020

17. Schedule T

    By Guest CCarter, June 10, 2002
    • 3 replies
    • 1.5k views
    • 
    • wmyer
    • June 12, 2002

18. Valuations...

    By Guest RONNIE WASEL, November 18, 2002
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • November 18, 2002

19. Native American corporation retirement plans

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

20. Hurricane Irene extension

    By Guest IluvNewComp, October 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • October 21, 2011

21. Missing 2008 5500

    By Guest TomV, August 19, 2010
    • 3 replies
    • 1k views
    • 
    • PainPA
    • August 19, 2010

22. 5500-SF (with loans from 2008)

    By PainPA, August 19, 2010
    • 3 replies
    • 1.1k views
    • 
    • PainPA
    • August 19, 2010

23. Form 8955-SSA

    By Guest 4:15 Limit, November 29, 2011
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 29, 2011

24. Participant Count, Small Balances

    By R. Butler, August 8, 2013
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • August 8, 2013

25. Auditor's Report

    By khn, September 24, 2013
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • September 24, 2013

26. Amend 5500-EZ - client covered under FEMA Disaster Zone Declaration 36-12 as IR24-234

    By thepensionmaven, December 29, 2024
    • 3 replies
    • 1.1k views
    • 
    • thepensionmaven
    • January 3, 2025

27. 5500 instructions

    By Tom Poje, February 27, 2004
    • 3 replies
    • 1.6k views
    • 
    • jquazza
    • March 18, 2004

28. Amended 8955-SSA

    By Guest Hk.lee, July 30, 2012
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 31, 2012

29. No assets in plan and no receivables. 5500 required?

    By Guest KMP, September 16, 2005
    • 3 replies
    • 1.8k views
    • 
    • Earl
    • September 18, 2005

30. Schedule I or H

    By MBCarey, June 22, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • June 23, 2009

31. Late 5500, 5558 was missed

    By Guest TomV, December 15, 2010
    • 3 replies
    • 2k views
    • 
    • Bill Presson
    • December 16, 2010

32. 5500 Part II, Line 8

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

33. Line 7i count

    By Guest Gaurav, July 27, 2006
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • July 27, 2006

34. Form 5500 SSA

    By pmacduff, February 28, 2008
    • 3 replies
    • 2k views
    • 
    • Lori Friedman
    • February 28, 2008

35. Schedule R

    By Guest AJM 34, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • Leopurrd
    • May 25, 2007

36. DOL Issued PINS

    By Leopurrd, October 18, 2011
    • 3 replies
    • 1.2k views
    • 
    • Leopurrd
    • October 26, 2011

37. 8955-SSA - client approval

    By rcline46, May 30, 2014
    • 3 replies
    • 3.2k views
    • 
    • chc93
    • June 5, 2014

38. Wrong EIN on 5500

    By Tinman, July 24, 2018
    • 3 replies
    • 1.5k views
    • 
    • Tinman
    • July 24, 2018

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

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

40. required to file?

    By stevena, August 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • JohnCheek
    • August 13, 2001

41. Do you know how 2022’s holidays fit?

    By Peter Gulia, January 1, 2022   

    • form 5500; due date
    • 3 replies
    • 783 views
    • 
    • Peter Gulia
    • April 7, 2022

42. Welfare benefit plan - Stop-loss coverage

    By Lori Friedman, February 6, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • February 23, 2009

43. 5500EZ required for plan terminating that's never needed to file, <

    By Cathy from Chicago, November 19, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • November 19, 2002

44. Form 5500-EZ - Owner and Children

    By Vlad401k, October 30, 2023
    • 3 replies
    • 2.2k views
    • 
    • Vlad401k
    • August 6, 2025

45. Final Return Or Not

    By Guest merlin, October 12, 2009
    • 3 replies
    • 1.9k views
    • 
    • Ron Snyder
    • November 2, 2009

46. SAR Required for Fully Insured Health Insurance Plan

    By austin3515, September 6, 2016
    • 3 replies
    • 2.7k views
    • 
    • Peter Gulia
    • September 6, 2016

47. List of Form 5500 Filers

    By Guest Emiliano, September 29, 2000
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • October 2, 2000

48. Schedules H/I and Mutual Funds

    By Guest RBJ, October 12, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • October 13, 2000

49. New 5500 Search on DOL Web-site

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

50. PSA--Florida extended to 2/15/23

    By SSRRS, October 2, 2022
    • 3 replies
    • 857 views
    • 
    • RatherBeGolfing
    • October 3, 2022