Form 5500

3,277 topics in this forum

1. SChedule C

   By MBCarey, August 10, 2006
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • August 11, 2006

2. New Schedule H P2 Expense Breakout Question

   By Numb3rsGame, May 29, 2024
   • 9 replies
   • 1.7k views
   • 
   • Numb3rsGame
   • May 31, 2024

3. Do all qualified plans need to include a Schedule T with their Form 55

   By Guest Peter Riggins, August 30, 2000
   • 3 replies
   • 1.7k views
   • 
   • wmyer
   • November 15, 2000

4. Form 5500 extensions

   By RPC-TPA, July 3, 2024
   • 5 replies
   • 1.7k views
   • 
   • rikkiphillipson
   • July 8, 2024

5. Relius SAR

   By Guest SPOT, May 29, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • May 31, 2002

6. Scheduled IRS FIRE system outage - no paper filings?

   By mandmeickhoff@msn.com, November 30, 2015   

   • 8955-SSA
   • FIRE
   • 4 replies
   • 1.7k views
   • 
   • My 2 cents
   • December 3, 2015

7. 2001 5500 forms

   By Belgarath, January 10, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 18, 2002

8. receivable loan payments on schedule H

   By Rayofsunshine, August 9, 2023
   • 5 replies
   • 1.7k views
   • 
   • Paul I
   • August 11, 2023

9. Schedule C - Direct Compensation

   By Alex Daisy, October 11, 2010
   • 1 reply
   • 1.7k views
   • 
   • My 2 cents
   • October 11, 2010

10. Audit Requirement and Otherwise Excludable Employees

    By Guest kdddk14, September 15, 2008
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • September 17, 2008

11. Plan Name Change

    By sloble@crowleyfleck.com, December 29, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 29, 2004

12. Where to report plan name changes on the 2000 Form 5500 (if at all)?

    By Guest Stacie Barth, July 10, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 2003

13. DFVCP Penalty Calculator

    By Susan S., October 18, 2016
    • 2 replies
    • 1.7k views
    • 
    • Susan S.
    • October 18, 2016

14. 5500 EZ for Father Son Corporation

    By commishvp, November 30, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • November 30, 2004

15. Want to file under DFVCP Program... but Forms 5500C/R were discontinued

    By Moe Howard, January 6, 2009
    • 5 replies
    • 1.7k views
    • 
    • Moe Howard
    • January 9, 2009

16. Amended SAR?

    By RCK, January 7, 2008
    • 0 replies
    • 1.7k views
    • 
    • RCK
    • January 7, 2008

17. EFAST

    By Belgarath, October 7, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 7, 2009

18. Summary Annual Report

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

19. SAR due date for extended 5500 filed by original due date

    By TPApril, July 30, 2024
    • 9 replies
    • 1.7k views
    • 
    • Gilmore
    • August 8, 2024

20. Insurance

    By Guest Achilles, July 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 16, 2004

21. Sched G & Sched - Line 4a & d - Late Remittance of employee contributions

    By Guest Chaffee, October 2, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2003

22. short final plan year filing - extension

    By pmacduff, December 12, 2016
    • 1 reply
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 12, 2016

23. Leap Year 5500

    By Guest mol, September 7, 2004
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 7, 2004

24. Schedule A for CCT

    By Guest nls, August 20, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 22, 2003

25. Overpayment of Distribution

    By Archimage, August 24, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • August 25, 2004

26. VDCP application

    By Guest Laura Browne, July 6, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 6, 2004

27. Failure to file Schedule SSA - Appropriate Method of Correction

    By Guest rocnrols2, March 18, 2003
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 26, 2011

28. Sch. SSA -- lost participant forfeited balance

    By R. Butler, May 22, 2008
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • May 22, 2008

29. 5558

    By Guest algelin, July 6, 2007
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • July 6, 2007

30. Does a one participant defined benefit plan need a Summary Plan Description?

    By RayJJohnsonJr, February 25, 2008
    • 6 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • February 27, 2008

31. collectively bargained plan

    By eilano, July 10, 2002
    • 1 reply
    • 1.7k views
    • 
    • JohnCheek
    • July 19, 2002

32. Summary Annual Report to Participant with no Balance?

    By Guest SuzieQNEC, September 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • September 18, 2009

33. DOL Notices

    By BG5150, November 13, 2015
    • 8 replies
    • 1.7k views
    • 
    • Calavera
    • November 16, 2015

34. Part IV - Plan Characteristics

    By bpyoung36, August 4, 2015   

    • 2f
    • 404c
    • (and 3 more)

      Tagged with:

      • 2f
      • 404c
      • part iv
      • line 9
      • 5500
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • August 5, 2015

35. Schedule H

    By helloobb, June 29, 2015   

    • Form 5500
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • June 29, 2015

36. SSA Letter About Potential Retirement Benefits

    By austin3515, October 29, 2015
    • 8 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 30, 2015

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. Schedule SB filed with 5500-SF for 401k Plan

    By emmetttrudy, December 5, 2011
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • December 15, 2011

39. schedule r form 5500

    By Guest ehayes, April 3, 2002
    • 2 replies
    • 1.7k views
    • 
    • Earl
    • April 17, 2002

40. Participant count for terminated 401(k) plan

    By jkharvey, December 9, 2015
    • 4 replies
    • 1.7k views
    • 
    • Bill Presson
    • December 10, 2015

41. cross-tested plans

    By HarleyBabe, May 3, 2007
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • May 4, 2007

42. 5500 line 8

    By Guest TAG, October 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 7, 2003

43. Hopefully Dumb DFVCP Question

    By 401 Chaos, May 7, 2013
    • 2 replies
    • 1.7k views
    • 
    • 401 Chaos
    • May 13, 2013

44. Schedule SSA KeyPunching

    By Guest anagpal, June 15, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 20, 2005

45. Schedule Q needed for 5307?

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

46. 2008 Form 5500

    By Guest KennyH, March 4, 2008
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • March 4, 2008

47. Schedule A-New Legislation?

    By Guest dsw713, April 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • AmyR
    • May 23, 2005

48. Mailing Form 5500

    By Guest rachd, January 30, 2003
    • 3 replies
    • 1.7k views
    • 
    • Theresa Lynn
    • February 4, 2003

49. Catch-Ups as opposed to elective deferrals, 414(v), voluntary elective deferrals as opposed to elective deferrals

    By Guest Enda80, April 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • April 8, 2008

50. Form 5500SF and Plan holding DFE

    By Guest Ian Paige, June 3, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2010