Form 5500

3,277 topics in this forum

1. Participant Count

   By Guest jefe96, March 19, 2007
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • March 20, 2007

2. Multiple Employer Plan

   By RCK, January 12, 2005
   • 5 replies
   • 1.7k views
   • 
   • GBurns
   • January 23, 2005

3. Who gets the SAR?

   By BG5150, October 13, 2020
   • 10 replies
   • 1.7k views
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   • Bill Presson
   • October 15, 2020

4. Schedule H Reporting

   By Guest Joseph Corona, August 15, 2001
   • 1 reply
   • 1.7k views
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   • Tom Poje
   • August 16, 2001

5. DFVC filing

   By Belgarath, January 6, 2003
   • 4 replies
   • 1.7k views
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   • Belgarath
   • January 13, 2003

6. Classification on Form 5500 line 7 for Employees who have transferred

   By R. Butler, September 20, 2000
   • 1 reply
   • 1.7k views
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   • JohnCheek
   • September 22, 2000

7. Schedule R, Line 8

   By Guest khartford, September 23, 2009
   • 4 replies
   • 1.7k views
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   • quinnfield
   • September 24, 2009

8. Correcting last year's mistake

   By Guest Jensen, July 28, 2006
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • August 11, 2006

9. 5500 first timer - question 8a

   By cme685, January 5, 2019
   • 14 replies
   • 1.7k views
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   • Mike Preston
   • January 15, 2019

10. Penalty abatement

    By Bird, October 24, 2019
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • October 28, 2019

11. Filing An Extension - Change of Employer

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

12. Bonding with a Bank Trustee

    By Earl, April 1, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 24, 2004

13. Participant Count - Retired or Separated Participant

    By MarZDoates, June 20, 2012
    • 1 reply
    • 1.7k views
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    • ETA Consulting LLC
    • June 21, 2012

14. Required to file?

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

15. Commission Info for Line 10e of Schedule A

    By Gilmore, May 21, 2019
    • 8 replies
    • 1.7k views
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    • Gilmore
    • May 26, 2019

16. Wrong EIN filed

    By Guest rachd, June 6, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 6, 2003

17. the soon to be form 8955-SSA and extensions

    By Tom Poje, March 21, 2011
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 21, 2011

18. Supplemental group life, ltd and dependent life 5500 question.

    By Guest benefitsdude6, July 7, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • July 7, 2004

19. form 8955-ssa

    By Tom Poje, January 12, 2011
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 12, 2011

20. Erroneous IRS 1997 non-filing letters - a trend?

    By mwyatt, December 18, 2000
    • 3 replies
    • 1.7k views
    • 
    • Fredman
    • December 19, 2000

21. Late Filing, IRS vs. DOL

    By Guest merlin, November 22, 2004
    • 3 replies
    • 1.7k views
    • 
    • Leopurrd
    • December 11, 2004

22. Small Plan Audit - IRA's

    By austin3515, September 19, 2002
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • October 16, 2002

23. 8955 SSA

    By g bennycon, November 18, 2011
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • November 22, 2011

24. Question 4L on Schedule H

    By justatester, August 31, 2010
    • 1 reply
    • 1.7k views
    • 
    • My 2 cents
    • September 1, 2010

25. Verify Form 5500EZ processing

    By glhotdog, July 23, 2020   

    • 5500ez
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 24, 2020

26. Mega-Wrap Plan Excludes Sec. 125 component?

    By Christine Roberts, September 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • SLuskin
    • October 30, 2001

27. Multiple Employer Plan

    By Guest JM123, February 4, 2013   

    • controlled group
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2013

28. 5500 Cash Basis - 2nd year of plan, 1st year of contr

    By Guest richez, May 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • May 11, 2006

29. Schedule SB Question

    By asteve46, June 19, 2013   

    • Schedule SB
    • 1 reply
    • 1.7k views
    • 
    • quinnfield
    • June 19, 2013

30. 2nd Year Plan w/ No Assets

    By Guest notapensiongeek, December 15, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 16, 2006

31. Residual Assets - Zero Participants Term DB Plan

    By Rob P, September 4, 2013
    • 4 replies
    • 1.7k views
    • 
    • chc93
    • September 4, 2013

32. 5500-EZ lines 10b and 11b

    By Guest Noidy, October 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 1, 2005

33. Correcting Form 5500 filed without Audit Report?

    By kmhaab, February 12, 2025
    • 2 replies
    • 1.7k views
    • 
    • ERISALawyr
    • February 13, 2025

34. 5500 termination?

    By Guest Moira, June 8, 2006
    • 3 replies
    • 1.7k views
    • 
    • Nate X
    • June 9, 2006

35. Filing an extension for all clients 5500 forms?

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

36. Schedule of assets held for investment

    By Guest Tara Curran, October 8, 2001
    • 3 replies
    • 1.7k views
    • 
    • Kristina
    • October 8, 2001

37. Does Special 80/120 Rule Exempt from Audit too, or just full f5500?

    By Oh so SIMPLE, September 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • September 14, 2012

38. Lost Schedule SSA

    By Guest ames, November 20, 2007
    • 6 replies
    • 1.7k views
    • 
    • pmacduff
    • November 26, 2007

39. Schedule C changes

    By dmwe, January 18, 2008
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • January 18, 2008

40. Book ADP refund as liability?

    By BG5150, September 25, 2020
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 2, 2020

41. Tax Forms - Do you PDF and email to your client?

    By MLML, January 10, 2012
    • 9 replies
    • 1.7k views
    • 
    • jkharvey
    • January 18, 2012

42. 2006 5500 penalties

    By Belgarath, May 27, 2009
    • 5 replies
    • 1.7k views
    • 
    • PAL
    • June 4, 2009

43. Separate 5500s and Audit Required?

    By Guest jsga, July 25, 2001
    • 1 reply
    • 1.7k views
    • 
    • JohnCheek
    • July 29, 2001

44. Resolution to terminate question

    By Richard Anderson, October 3, 2013
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • October 3, 2013

45. DOL letter on 2017 5500 filing

    By pmacduff, February 7, 2019
    • 7 replies
    • 1.7k views
    • 
    • ESOP Guy
    • February 22, 2019

46. 5500-SF; lines 8f and 8g

    By Guest Karen Kuehlhorn, May 25, 2010
    • 1 reply
    • 1.7k views
    • 
    • commishvp
    • May 25, 2010

47. When will the new version of Relius Govt. Forms be released?

    By stephen, January 5, 2007
    • 5 replies
    • 1.7k views
    • 
    • Stevo-PDX
    • January 23, 2007

48. Exclude Insurance on Schedule I?

    By Dougsbpc, September 18, 2008
    • 8 replies
    • 1.7k views
    • 
    • Bird
    • October 2, 2008

49. Efiling

    By Guest AHS527, June 1, 2010
    • 8 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 3, 2010

50. dol response for blanket extensions

    By Tom Poje, July 26, 2010
    • 6 replies
    • 1.7k views
    • 
    • HarleyBabe
    • August 5, 2010