Form 5500

3,272 topics in this forum

1. Filing 5500, after 5500EZ's in the past

   By Richard Anderson, August 29, 2001
   • 1 reply
   • 1.6k views
   • 
   • wmyer
   • August 29, 2001

2. Filing 5500s w/DOL

   By Christine Roberts, April 28, 2000
   • 2 replies
   • 2.7k views
   • 
   • BeckyMiller
   • May 2, 2000

3. Filing 8955 SSA on FIRE system

   By Jim Chad, September 29, 2011
   • 7 replies
   • 2.1k views
   • 
   • chc93
   • October 13, 2011

4. Filing a 5500-SF rather than a 5500-EZ

   By Belgarath, July 2, 2024
   • 2 replies
   • 899 views
   • 
   • Belgarath
   • July 2, 2024

5. Filing a consolidated Form 5500 for a Welfare Benefit plan with several benefits?

   By stephen, January 25, 2005
   • 4 replies
   • 1.9k views
   • 
   • stephen
   • January 25, 2005

6. Filing a Form 5500 and Schedule I which are the incorrect Forms

   By DPSRich, July 2, 2024
   • 3 replies
   • 709 views
   • 
   • DPSRich
   • July 4, 2024

7. Filing Amended Form 5500-SF

   By DPSRich, June 6, 2013   

   • Amending a Return
   • 0 replies
   • 1.9k views
   • 
   • DPSRich
   • June 6, 2013

8. Filing An Extension - Change of Employer

   By Guest Peter Riggins, July 26, 2001
   • 1 reply
   • 1.7k views
   • 
   • RCK
   • July 26, 2001

9. Filing an extension for all clients 5500 forms?

   By Guest krisknapp, July 13, 2007
   • 3 replies
   • 1.7k views
   • 
   • Belgarath
   • July 13, 2007

10. Filing Authorization and EIN

    By Belgarath, February 20, 2018
    • 3 replies
    • 866 views
    • 
    • RatherBeGolfing
    • February 21, 2018

11. Filing Authorizations for when TPA files the 5500

    By BG5150, October 7, 2020
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • October 9, 2020

12. Filing date for the SAR

    By Guest Powers, August 20, 2008
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • August 20, 2008

13. Filing Deadline

    By wmyer, January 9, 2003
    • 0 replies
    • 993 views
    • 
    • wmyer
    • January 9, 2003

14. Filing delinquent Forms 5500

    By Guest Sieve, July 2, 2010
    • 6 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • July 2, 2010

15. Filing due date for Form 5500

    By tuni88, July 29, 2011
    • 1 reply
    • 831 views
    • 
    • Bill Presson
    • July 29, 2011

16. Filing due on the business day after

    By thepensionmaven, August 2, 2021
    • 2 replies
    • 795 views
    • 
    • SSRRS
    • August 3, 2021

17. Filing Electronically with EFAST

    By DP, July 27, 2004
    • 1 reply
    • 928 views
    • 
    • Guest
    • July 27, 2004

18. Filing for 412(i) Plan

    By Guest pm01, October 11, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2004

19. Filing for Employer funded FSA

    By GBurns, October 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • October 3, 2001

20. Filing for extension

    By Guest KTigges, July 13, 2001
    • 16 replies
    • 3.6k views
    • 
    • Lisa Hand
    • August 2, 2001

21. Filing for Plan not subject to ERISA

    By Guest JWOL9, October 6, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 6, 2009

22. filing form 5500

    By Guest stacyvan, May 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • May 18, 2005

23. Filing form 5500 for plans with zero assets

    By Guest Jane Freeman, November 17, 2003
    • 1 reply
    • 3k views
    • 
    • RCK
    • November 25, 2003

24. Filing Form 5500 without audit and correcting within 45 days

    By Luke Bailey, November 3, 2022
    • 18 replies
    • 4.5k views
    • 
    • Peter Gulia
    • December 8, 2022

25. filing late 5500-EZ - online or hard copy?

    By Santo Gold, October 16, 2013
    • 5 replies
    • 2.5k views
    • 
    • Santo Gold
    • October 17, 2013

26. Filing of Sch. SSA of 5500 of the receiving plan

    By gle318612, August 11, 2009
    • 2 replies
    • 1.5k views
    • 
    • PensionPro
    • August 15, 2009

27. Filing One Day Late

    By khn, October 16, 2013
    • 4 replies
    • 1.6k views
    • 
    • GMK
    • October 16, 2013

28. filing requirement for a welfare plan

    By betheeg, June 29, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 29, 2005

29. Filing requirement?

    By Guest Tbrown, March 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • jquazza
    • March 18, 2004

30. filing requirements for a publicly traded company

    By eilano, June 7, 2002
    • 0 replies
    • 1.2k views
    • 
    • eilano
    • June 7, 2002

31. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro, February 4
    • 4 replies
    • 1.5k views
    • 
    • PensionPro
    • February 5

32. Filing under Delinquent Filers VCP

    By Chippy, April 25, 2018
    • 3 replies
    • 615 views
    • 
    • Madison71
    • April 25, 2018

33. Filing under DFVCP

    By msmith, November 15, 2021
    • 3 replies
    • 758 views
    • 
    • msmith
    • November 23, 2021

34. filing under DFVCP after original report filed

    By TPAinPA, November 28, 2022
    • 1 reply
    • 502 views
    • 
    • Luke Bailey
    • November 29, 2022

35. Filing Under the Incorrect EIN

    By Guest BHAMEB, July 15, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 15, 2009

36. Filing under the wrong Plan No

    By pixmax, August 27, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 25, 2009

37. Filing Under Transposed EIN

    By Guest mcorson, May 26, 2010
    • 2 replies
    • 953 views
    • 
    • Guest
    • May 26, 2010

38. Filing via DFVCP. Starting with 5500-SF and ending with 5500-EZ... Maybe? And do we count a $0.75 balance?

    By AJC, May 29
    • 2 replies
    • 1.8k views
    • 
    • AJC
    • May 30

39. Filings incorrect for years - MPP

    By HarleyBabe, September 6, 2012
    • 2 replies
    • 920 views
    • 
    • HarleyBabe
    • September 6, 2012

40. Filings requirement for sole proprieter who owns a separate LLC

    By R. Butler, August 30, 2005
    • 5 replies
    • 1.5k views
    • 
    • R. Butler
    • August 31, 2005

41. Final 2019 5500

    By Chippy, February 3, 2020
    • 2 replies
    • 874 views
    • 
    • Bird
    • February 3, 2020

42. Final 2019 5500 large plan

    By Chippy, March 25, 2020
    • 1 reply
    • 453 views
    • 
    • Bill Presson
    • March 25, 2020

43. Final 5500

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

44. Final 5500

    By k man, May 27, 2003
    • 1 reply
    • 992 views
    • 
    • Lynn Campbell
    • May 27, 2003

45. Final 5500 - all assets distributed - are Schedules required to be filed

    By Guest B2Randolph, October 20, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

46. Final 5500 - Citation?

    By ERISAAPPLE, June 21, 2018
    • 5 replies
    • 754 views
    • 
    • Mike Preston
    • June 25, 2018

47. Final 5500 - company bankrupt

    By Lou S., November 24, 2015
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • November 24, 2015

48. Final 5500 - extension?

    By doombuggy, October 8, 2010
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • October 14, 2010

49. Final 5500 EZ

    By user99, August 23, 2022
    • 2 replies
    • 794 views
    • 
    • user99
    • August 23, 2022

50. Final 5500 EZ

    By Benbob13, February 8, 2021
    • 9 replies
    • 1.2k views
    • 
    • Lou S.
    • February 16, 2021