Form 5500

3,277 topics in this forum

1. Audit Requirement and Otherwise Excludable Employees

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

2. Plan Sponsor Name not updated on Plan Document

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

3. Relius Web Client

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

4. Roth Conversion and Form 5500

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

5. Required to file?

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

6. Schedule D - when to file?

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

7. First year of plan

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

8. Failure to deposit deferrals on time

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

9. LLC taxed as partnership eligible for 5500-EZ

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

10. SHORT PLAN YEAR!

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

11. Terminated plan filing

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

12. fringe benefit plans

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

13. SSA problem with terminated plan

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

14. Form 5500 Sch SB Prefix

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

15. Schedule T

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

16. Valuations...

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

17. Native American corporation retirement plans

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

18. Hurricane Irene extension

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

19. Missing 2008 5500

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

20. 5500-SF (with loans from 2008)

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

21. Form 8955-SSA

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

22. Participant Count, Small Balances

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

23. Auditor's Report

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

24. 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

25. 5500 instructions

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

26. Amended 8955-SSA

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

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

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

28. Schedule I or H

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

29. Late 5500, 5558 was missed

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

30. 5500 Part II, Line 8

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

31. Line 7i count

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

32. Form 5500 SSA

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

33. Schedule R

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

34. DOL Issued PINS

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

35. 8955-SSA - client approval

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

36. Wrong EIN on 5500

    By Tinman, July 24, 2018
    • 3 replies
    • 1.4k views
    • 
    • Tinman
    • July 24, 2018

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

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

38. required to file?

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

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

    By Peter Gulia, January 1, 2022   

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

40. Welfare benefit plan - Stop-loss coverage

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

41. 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

42. Form 5500-EZ - Owner and Children

    By Vlad401k, October 30, 2023
    • 3 replies
    • 2.1k views
    • 
    • Vlad401k
    • August 6, 2025

43. Final Return Or Not

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

44. SAR Required for Fully Insured Health Insurance Plan

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

45. List of Form 5500 Filers

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

46. Schedules H/I and Mutual Funds

    By Guest RBJ, October 12, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • October 13, 2000

47. New 5500 Search on DOL Web-site

    By austin3515, January 7, 2014
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • January 8, 2014

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

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

49. Amended 5000 and SAR

    By blue, February 24, 2006
    • 3 replies
    • 2.2k views
    • 
    • Lori Friedman
    • February 24, 2006

50. delinquent 5500 for 2009

    By gregburst, February 18, 2011
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2011