Form 5500

3,281 topics in this forum

1. Amended 5000 and SAR

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

2. delinquent 5500 for 2009

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

3. Question- FORM 5500 Help needed

   By nan, March 7, 2021
   • 3 replies
   • 934 views
   • 
   • thepensionmaven
   • March 9, 2021

4. Schedule H Line 2a(C) or 2a(2) for in-kind rollover?

   By Guest M. Martin, June 26, 2013
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • June 28, 2013

5. 2021 5500 for new plan - docs signed in 2022

   By doombuggy, October 3, 2022
   • 3 replies
   • 639 views
   • 
   • Bri
   • October 4, 2022

6. Amend 5500 and also ck off 5558?

   By SSRRS, November 3, 2025
   • 3 replies
   • 580 views
   • 
   • Paul I
   • November 3, 2025

7. Cafeteria Plan

   By Archimage, June 27, 2003
   • 3 replies
   • 1.5k views
   • 
   • Archimage
   • June 30, 2003

8. Welfare plans exceed 100 participants for a couple of years

   By katieinny, June 21, 2007
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • July 9, 2007

9. instruction (changes) for 2015 5500-EZ

   By Tom Poje, October 5, 2015
   • 3 replies
   • 1.5k views
   • 
   • BG5150
   • October 5, 2015

10. New HRA - no participants in 2017 - 5500 required?

    By t.haley, July 26, 2018
    • 3 replies
    • 704 views
    • 
    • Flyboyjohn
    • July 30, 2018

11. Missing Auditors Report

    By EPCRSGuru, November 1, 2023
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • November 2, 2023

12. Schedule H, item 4j - When determining if a series of transactions of

    By Guest SPOT, November 2, 2001
    • 3 replies
    • 8.4k views
    • 
    • JohnCheek
    • August 7, 2002

13. late 5500 filed, extension not recognized

    By Santo Gold, January 14
    • 3 replies
    • 467 views
    • 
    • Eve Sav
    • January 15

14. Summary Annual Report

    By Lori Friedman, September 20, 2006
    • 3 replies
    • 1.7k views
    • 
    • Lori Friedman
    • September 27, 2006

15. Welfare plan 5500, 100 participant threshold

    By movedon, July 27, 2009
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 16, 2009

16. Correcting last year's mistake

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

17. Filing Authorization and EIN

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

18. Life insurance an asset?

    By R. Butler, September 7, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 8, 2000

19. Amend 5500 and Attach Audit for Prior Years?

    By jukeboy56, April 10, 2017
    • 3 replies
    • 929 views
    • 
    • WillSanDiego CPA
    • May 24, 2017

20. 5500

    By Guest mariaguzzetta, July 23, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kristina
    • July 30, 2002

21. determination of land value for land owned by plan

    By cpc0506, July 11, 2016
    • 3 replies
    • 848 views
    • 
    • ESOP Guy
    • July 12, 2016

22. LATE FILING OF 97 - 99 5500 FORMS

    By dmb, December 15, 2000
    • 3 replies
    • 1.9k views
    • 
    • dmb
    • December 19, 2000

23. Group Legal Plans required to file 5500?

    By Guest Sabrina1, July 25, 2014
    • 3 replies
    • 3.1k views
    • 
    • Flyboyjohn
    • July 25, 2014

24. Schedule Q needed for 5307?

    By Archimage, December 11, 2003
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 12, 2003

25. 5500 Signature

    By John Feldt ERPA CPC QPA, July 12, 2016   

    • not the same
    • Plan administrator
    • (and 1 more)

      Tagged with:

      • not the same
      • Plan administrator
      • employer
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 14, 2016

26. controlled group delinquent 5500 and penalty

    By Guest lisasig, March 11, 2009
    • 3 replies
    • 1k views
    • 
    • Guest
    • March 12, 2009

27. Terminated Actuary/Schedule C

    By austin3515, May 11, 2016
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 11, 2016

28. QNEC as a receivable on Schedule H

    By B21, October 1, 2020
    • 3 replies
    • 2.1k views
    • 
    • B21
    • October 1, 2020

29. Code 3D - Pre-Approved plan

    By Richard Anderson, November 18, 2010
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • November 19, 2010

30. Is this a PT?

    By Guest 5500, October 12, 2005
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • October 12, 2005

31. 8955-SSA deceased records

    By RSM103, September 20, 2017   

    • 8955-ssa
    • 3 replies
    • 3.6k views
    • 
    • My 2 cents
    • September 20, 2017

32. Letter saying 2017 not filed when it was

    By ESOP Guy, October 3, 2019
    • 3 replies
    • 722 views
    • 
    • Kevin C
    • October 4, 2019

33. 5500 vs SF / Schedule A

    By KoolLady4, January 10, 2014
    • 3 replies
    • 1.5k views
    • 
    • KoolLady4
    • January 10, 2014

34. IRS Letter - Change in EIN - Need HELP

    By Guest Holly Foster, October 21, 2010
    • 3 replies
    • 3.3k views
    • 
    • BeanCounterBlues
    • October 27, 2010

35. 5500 for new profit sharing plan with no money?

    By R. Butler, September 8, 2000
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 14, 2000

36. form 5500ez late in first year

    By Draper55, January 10, 2014   

    • reasonable cause
    • 3 replies
    • 1.3k views
    • 
    • Draper55
    • January 13, 2014

37. Question 5 on 5500

    By Lori H, April 14, 2011
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • April 22, 2011

38. Aggressive DOL auditor wants to reject accountants audit

    By SheilaD, January 14, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 15, 2012

39. 1 life non-owner plan

    By Santo Gold, March 10, 2021
    • 3 replies
    • 544 views
    • 
    • Santo Gold
    • March 17, 2021

40. 5500-EZ - failure to file

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

41. missing schedule p

    By wsp, October 15, 2002
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

42. 5500EZ... DFVC not available.... ?

    By K-t-F, February 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • K-t-F
    • February 8, 2007

43. Number of Participants wtih Acct Balances

    By Guest BUG, July 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2013

44. How is a 5500 prepared to properly reflect an SCP (formerly known as A

    By Guest Reneeg, March 30, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 2, 2001

45. Late 5500 Filing

    By ndj2377, February 22, 2017
    • 3 replies
    • 625 views
    • 
    • ndj2377
    • February 22, 2017

46. Did not do cashout under $5k--failure to provide benefit on 5500?

    By BG5150, May 30, 2025
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • May 31, 2025

47. 5558 Approved - is this new?

    By ombskid, September 21, 2009
    • 3 replies
    • 1.5k views
    • 
    • ombskid
    • September 21, 2009

48. 5500 Filing Exemption

    By Below Ground, March 17, 2011
    • 3 replies
    • 2.1k views
    • 
    • Below Ground
    • March 22, 2011

49. IRS sending out late 5500 penalty for plans that have the IDA extension

    By Zimkap, January 7, 2022
    • 3 replies
    • 1.1k views
    • 
    • thepensionmaven
    • January 11, 2022

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

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