Form 5500

3,277 topics in this forum

1. Final 5500 EZ

   By Benbob13, February 8, 2021
   • 9 replies
   • 1.3k views
   • 
   • Lou S.
   • February 16, 2021

2. Final 5500 EZ for plans under $100,000?

   By Guest consult, May 18, 2005
   • 4 replies
   • 1.5k views
   • 
   • Bird
   • May 18, 2005

3. Final 5500 EZ- money purchase

   By Guest taxchicks, October 3, 2006
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • October 4, 2006

4. Final 5500 for 401(k) Plan

   By Guest ARuper, June 28, 2002
   • 4 replies
   • 3.3k views
   • 
   • Earl
   • July 10, 2002

5. Final 5500 for merged MPP?

   By TBob, April 8, 2004
   • 3 replies
   • 1.1k views
   • 
   • WDIK
   • April 8, 2004

6. Final 5500 for merged plan

   By Guest CTYSON, October 25, 2001
   • 2 replies
   • 1.9k views
   • 
   • david rigby
   • October 26, 2001

7. Final 5500 for MPPP .... when the MPPP is merged into an existing PSP

   By Moe Howard, October 4, 2002
   • 2 replies
   • 1.4k views
   • 
   • BFree
   • October 7, 2002

8. Final 5500 for small unfunded welfare plan that previously filed?

   By ERISA guy, August 26, 2025
   • 0 replies
   • 1.1k views
   • 
   • ERISA guy
   • August 26, 2025

9. Final 5500 not marked final

   By Guest cbclark, September 22, 2011
   • 9 replies
   • 1.8k views
   • 
   • Guest
   • September 23, 2011

10. Final 5500 on merged plan

    By dmwe, October 12, 2010
    • 2 replies
    • 2k views
    • 
    • dmwe
    • October 13, 2010

11. Final 5500 return - late for filing 5558

    By Jakyasar, July 16, 2021
    • 10 replies
    • 1.8k views
    • 
    • BG5150
    • July 26, 2021

12. Final 5500 Short 2009 PYE

    By jkharvey, October 22, 2009
    • 4 replies
    • 2k views
    • 
    • Bird
    • November 1, 2009

13. Final 5500-EZ and numbers for section 5

    By Sen, July 19, 2021
    • 4 replies
    • 943 views
    • 
    • Bri
    • July 20, 2021

14. Final 5500-EZ and plan termination

    By Guest kpsunil, May 4, 2007
    • 4 replies
    • 8k views
    • 
    • PLAN MAN
    • May 7, 2007

15. Final 5500-EZ needed for under $250k?

    By doombuggy, May 12, 2023
    • 3 replies
    • 908 views
    • 
    • doombuggy
    • May 12, 2023

16. Final 5500?

    By Guest rachd, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2004

17. Final 5500EZ

    By Karen McIver, July 17, 2019
    • 4 replies
    • 1.5k views
    • 
    • Kristina
    • July 18, 2019

18. final 8955-SSA

    By Chippy, January 17, 2014
    • 7 replies
    • 2.1k views
    • 
    • BG5150
    • July 16, 2014

19. Final Distribution of Plan Assets

    By Guest lawdawg, July 8, 2009
    • 10 replies
    • 5k views
    • 
    • WDIK
    • July 17, 2009

20. Final filing

    By Guest mparker2028, June 13, 2006
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 14, 2006

21. Final Filing 5500-SF DB Plan

    By Lou S., October 9, 2014
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • October 9, 2014

22. Final Filing Form 5500-EZ - Distributions?

    By JMP, September 4, 2020
    • 2 replies
    • 642 views
    • 
    • JMP
    • September 4, 2020

23. final form 5500

    By betheeg, April 8, 2003
    • 18 replies
    • 2.2k views
    • 
    • betheeg
    • April 14, 2003

24. Final Form 5500

    By ERISA13, September 28, 2010
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • September 30, 2010

25. Final Form 5500

    By Guest Theresa Irvin, June 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 7, 2001

26. Final Form 5500 - participant count?

    By t.haley, September 27, 2010
    • 0 replies
    • 1.8k views
    • 
    • t.haley
    • September 27, 2010

27. Final Form 5500 - Payables/Liabilites?

    By imchipbrown, February 5, 2021
    • 2 replies
    • 747 views
    • 
    • Mike Preston
    • February 5, 2021

28. Final Form 5500 Question

    By bzorc, August 29, 2016
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • August 29, 2016

29. Final Form 5500 Report

    By 5500Nerd, May 14, 2024
    • 4 replies
    • 1.4k views
    • 
    • Bug on my window
    • May 14, 2024

30. final form 5500-SF, company dissolving

    By chc93, May 3, 2010
    • 1 reply
    • 2.1k views
    • 
    • chc93
    • May 3, 2010

31. Final IRS Form 5500 Filing Requirement

    By Guest pjrieck, July 31, 2002
    • 3 replies
    • 1.9k views
    • 
    • pmacduff
    • August 1, 2002

32. final return for 2000 short plan year

    By Guest pdahlen, September 19, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 3, 2000

33. Final Return Or Not

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

34. Final version of 5500 has no question asking about determ letter app i

    By Christine Roberts, June 22, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 12, 2001

35. Final year 5500-EZ, plan also funded.

    By Basically, December 1, 2022
    • 2 replies
    • 538 views
    • 
    • chc93
    • December 2, 2022

36. Final year filing for cafeteria plans.

    By Guest RAJ, February 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2002

37. Final Year Master Trust Filing

    By bzorc, April 25, 2022
    • 0 replies
    • 444 views
    • 
    • bzorc
    • April 25, 2022

38. Final Year of Plan

    By thepensionmaven, December 29, 2020
    • 17 replies
    • 2.6k views
    • 
    • chc93
    • January 8, 2021

39. Final year of the plan?

    By Benbob13, December 15, 2017
    • 2 replies
    • 825 views
    • 
    • thepensionmaven
    • December 18, 2017

40. Finge Benefit Plan Count

    By Guest cease, August 25, 2003
    • 0 replies
    • 977 views
    • 
    • Guest
    • August 25, 2003

41. First Filing for Form 5500

    By jmawhi76, October 15, 2015   

    • 5500
    • 5500-SF
    • (and 2 more)

      Tagged with:

      • 5500
      • 5500-SF
      • schedule A
      • schedule I
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • October 15, 2015

42. First Plan year filing

    By pmacduff, June 16, 2003
    • 4 replies
    • 2.6k views
    • 
    • pmacduff
    • June 16, 2003

43. First time 5500-EZ

    By HipHiro, January 24, 2025
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 24, 2025

44. First Time Filer

    By Guest ehs, October 24, 2006
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • October 30, 2006

45. First time filer questions

    By Guest polkovnik, February 29, 2008
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • July 25, 2008

46. First time form 5500-EZ questions

    By Guest spope3, July 6, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • July 6, 2006

47. First year 5500 filing

    By Hypothetically, October 18, 2013
    • 12 replies
    • 2.7k views
    • 
    • JKW
    • November 7, 2013

48. First year Form 5500 with no assets

    By cathyw, August 9, 2022
    • 4 replies
    • 763 views
    • 
    • bzorc
    • August 10, 2022

49. First Year of a DB Plan

    By Archimage, May 20, 2004
    • 1 reply
    • 955 views
    • 
    • rcline46
    • May 20, 2004

50. First year of plan

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