Form 5500

3,281 topics in this forum

1. Final 5500 - company bankrupt

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

2. Final 5500 - extension?

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

3. Final 5500 EZ

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

4. Final 5500 EZ

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

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

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

6. Final 5500 EZ- money purchase

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

7. Final 5500 for 401(k) Plan

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

8. Final 5500 for merged MPP?

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

9. Final 5500 for merged plan

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

10. 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

11. 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

12. Final 5500 not marked final

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

13. Final 5500 on merged plan

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

14. Final 5500 return - late for filing 5558

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

15. Final 5500 Short 2009 PYE

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

16. Final 5500-EZ and numbers for section 5

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

17. Final 5500-EZ and plan termination

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

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

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

19. Final 5500?

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

20. Final 5500EZ

    By Karen McIver, July 17, 2019
    • 4 replies
    • 1.6k views
    • 
    • Kristina
    • July 18, 2019

21. final 8955-SSA

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

22. Final Distribution of Plan Assets

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

23. Final filing

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

24. Final Filing 5500-SF DB Plan

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

25. Final Filing Form 5500-EZ - Distributions?

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

26. final form 5500

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

27. Final Form 5500

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

28. Final Form 5500

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

29. Final Form 5500 - participant count?

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

30. Final Form 5500 - Payables/Liabilites?

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

31. Final Form 5500 Question

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

32. Final Form 5500 Report

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

33. final form 5500-SF, company dissolving

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

34. Final IRS Form 5500 Filing Requirement

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

35. final return for 2000 short plan year

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

36. Final Return Or Not

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

37. 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

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

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

39. Final year filing for cafeteria plans.

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

40. Final Year Master Trust Filing

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

41. Final Year of Plan

    By thepensionmaven, December 29, 2020
    • 17 replies
    • 2.7k views
    • 
    • chc93
    • January 8, 2021

42. Final year of the plan?

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

43. Finge Benefit Plan Count

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

44. 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

45. First Plan year filing

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

46. First time 5500-EZ

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

47. First Time Filer

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

48. First time filer questions

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

49. First time form 5500-EZ questions

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

50. First year 5500 filing

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