Form 5500

3,281 topics in this forum

1. Delinquent EZ and SF - which to file first?

   By C. B. Zeller, September 19, 2018
   • 3 replies
   • 515 views
   • 
   • John Feldt ERPA CPC QPA
   • September 20, 2018

2. Filing a Form 5500 and Schedule I which are the incorrect Forms

   By DPSRich, July 2, 2024
   • 3 replies
   • 766 views
   • 
   • DPSRich
   • July 4, 2024

3. Schedule T Line 3 exceptions

   By Richard Anderson, September 21, 2001
   • 3 replies
   • 1.6k views
   • 
   • Richard Anderson
   • October 8, 2001

4. Forgot to file 5500-EZ for solo 401k plan!

   By Francis, October 10, 2015
   • 3 replies
   • 2.4k views
   • 
   • Jim Chad
   • October 28, 2015

5. Schedule A for Welfare Benefit Plan?

   By Sara Hotvedt, January 25, 2020
   • 3 replies
   • 913 views
   • 
   • MRestum
   • January 28, 2020

6. 5500 for a PEP

   By BG5150, October 11, 2022
   • 3 replies
   • 1.6k views
   • 
   • Below Ground
   • October 12, 2022

7. Tax I.D. Number on 5500

   By KateSmithPA, March 12, 2002
   • 3 replies
   • 2.9k views
   • 
   • bdeancpa
   • March 23, 2002

8. Late filing of form 5500

   By Guest JBeck, November 29, 2000
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 6, 2000

9. Tribal Government and Casino Plan

   By 5500Nerd, June 12, 2020
   • 3 replies
   • 2k views
   • 
   • Peenionved
   • May 1, 2025

10. 80/120 if didn't file?

    By Guest tintree73, May 11, 2005
    • 3 replies
    • 1.6k views
    • 
    • BeckyMiller
    • May 13, 2005

11. HELP! Late filer 5500-EZ

    By Guest skeezer, August 2, 2006
    • 3 replies
    • 2k views
    • 
    • KateSmithPA
    • August 14, 2006

12. EFAST2 website

    By pmacduff, July 1, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 1, 2010

13. Form 5500 & Code 3B

    By mjf06241972, June 24, 2019
    • 3 replies
    • 2.3k views
    • 
    • Below Ground
    • June 24, 2019

14. Reporting the Effective Date of the Plan

    By Guest Beth1, January 12, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 17, 2001

15. Form 5500SF Signature

    By MBCarey, June 7, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2010

16. Form 5500-SF filed with old Employer address

    By karl, August 8, 2022
    • 3 replies
    • 635 views
    • 
    • karl
    • August 8, 2022

17. PEO sets up a plan as a leasing organization with 25 adopting employers

    By katieinny, November 15, 2006
    • 3 replies
    • 1.5k views
    • 
    • katieinny
    • December 12, 2006

18. Participant Count

    By Madison71, July 29, 2010
    • 3 replies
    • 1.5k views
    • 
    • Madison71
    • July 29, 2010

19. 8955-SSA DVFC?

    By TPApril, July 8, 2024
    • 3 replies
    • 811 views
    • 
    • Paul I
    • July 9, 2024

20. Trustee

    By Guest moltengater, May 22, 2006
    • 3 replies
    • 2.1k views
    • 
    • movedon
    • May 22, 2006

21. Form 5500 EZ--Are beneficiaries counted for the plan?

    By Guest johncpa, November 7, 2014   

    • Form 5500 SF
    • 3 replies
    • 1.8k views
    • 
    • Calavera
    • November 7, 2014

22. Form 5500 for a plan with no assets

    By Guest sdolce, July 2, 2001
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • July 3, 2001

23. amended 5500

    By Guest geostorm, August 2, 2006
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • August 11, 2006

24. Controlled Group / Active or Term'd Participants?

    By Guest notapensiongeek, December 31, 2008
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • January 2, 2009

25. Do we need to amend last year's 5500?

    By Guest notapensiongeek, August 30, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2006

26. How do I become enrolled to practice before the IRS?

    By Guest Mike Schwing, September 24, 2003
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • September 24, 2003

27. 5500 for non-erisa?

    By Guest rjorge3, December 8, 2008
    • 3 replies
    • 3k views
    • 
    • Guest
    • December 8, 2008

28. PTIN December 31st deadline

    By NQS, December 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 22, 2010

29. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4, June 8, 2018
    • 3 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 8, 2018

30. 5500-SF vs 5500-EZ eligibility

    By jmarsmiami, September 13, 2023
    • 3 replies
    • 749 views
    • 
    • Bri
    • September 14, 2023

31. Delinquent 5500 EZ - Excess Contribution

    By jmartin, December 9, 2020
    • 3 replies
    • 646 views
    • 
    • C. B. Zeller
    • December 11, 2020

32. Does it matter that the Labor department does not delay an initial July 31 due date?

    By Peter Gulia, April 24, 2020   

    • form 5500; coronavirus
    • 3 replies
    • 844 views
    • 
    • Peter Gulia
    • April 27, 2020

33. Match Forfeiture Reduce/No Match made/5500SF

    By Cathy from Chicago, March 21, 2011
    • 3 replies
    • 2.7k views
    • 
    • ESOP Guy
    • March 22, 2011

34. Is a 5500 form required for a normally "unfunded" welfare pl

    By Guest LTM, February 21, 2001
    • 3 replies
    • 2k views
    • 
    • Kristina
    • March 2, 2001

35. 8955-SSA & Deadlines

    By DanyelN, January 23
    • 3 replies
    • 507 views
    • 
    • DanyelN
    • January 23

36. EZ under 250k not required to file even if the EZ is a 990 EZ?

    By SSRRS, January 22, 2025
    • 3 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 23, 2025

37. Form 5500 EZ for 412(e)(3)

    By DMcGovern, June 13, 2011
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • June 13, 2011

38. Certified Audit Question

    By bzorc, May 17, 2001
    • 3 replies
    • 1.7k views
    • 
    • bzorc
    • May 21, 2001

39. 403(b) Plan filings

    By Belgarath, May 8, 2024
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • August 9, 2024

40. FYI on SSA Batch Filing on FIRE System

    By austin3515, August 24, 2011
    • 3 replies
    • 1.3k views
    • 
    • chc93
    • August 25, 2011

41. Compensation for 5500 but not taxable Comp?

    By Guest RD73, March 7, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 12, 2008

42. First time 5500-EZ

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

43. Check on a Form 5500-EZ

    By emmetttrudy, December 9, 2015
    • 3 replies
    • 6.3k views
    • 
    • NJ Mike
    • July 11, 2017

44. Distributions returned - Sch I & Sch R

    By Guest crosseyedtester, November 18, 2004
    • 3 replies
    • 1k views
    • 
    • Bird
    • November 19, 2004

45. 5500 to 5500-EZ?

    By Dougsbpc, November 17, 2009
    • 3 replies
    • 1.3k views
    • 
    • mming
    • December 9, 2009

46. 5500 Filing Deadline

    By buckaroo, August 29, 2005
    • 3 replies
    • 1.6k views
    • 
    • buckaroo
    • August 29, 2005

47. IRS requesting signed 5500 - that was EFILED

    By Guest jsample, October 26, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2010

48. Enforcement Activity Around Missing Form 5500s

    By 401 Chaos, November 8, 2012
    • 3 replies
    • 1.6k views
    • 
    • 401 Chaos
    • August 17, 2013

49. Life insurance premium on 5500-SF

    By bcmom, June 15, 2017   

    • insurance premiums
    • 5500-sf
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • June 15, 2017

50. Change in Control 5500?

    By Guest LVanSteeter, November 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • November 17, 2006