Form 5500

3,277 topics in this forum

1. Schedule T Line 3 exceptions

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

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

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

3. Schedule A for Welfare Benefit Plan?

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

4. 5500 for a PEP

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

5. Tax I.D. Number on 5500

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

6. Late filing of form 5500

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

7. Tribal Government and Casino Plan

   By 5500Nerd, June 12, 2020
   • 3 replies
   • 1.9k views
   • 
   • Peenionved
   • May 1, 2025

8. 80/120 if didn't file?

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

9. HELP! Late filer 5500-EZ

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

10. EFAST2 website

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

11. Form 5500 & Code 3B

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

12. Reporting the Effective Date of the Plan

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

13. Form 5500SF Signature

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

14. Form 5500-SF filed with old Employer address

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

15. 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

16. Participant Count

    By Madison71, July 29, 2010
    • 3 replies
    • 1.4k views
    • 
    • Madison71
    • July 29, 2010

17. 8955-SSA DVFC?

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

18. Trustee

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

19. 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

20. Form 5500 for a plan with no assets

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

21. amended 5500

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

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

    By Guest notapensiongeek, December 31, 2008
    • 3 replies
    • 1k views
    • 
    • K2retire
    • January 2, 2009

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

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

24. 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

25. 5500 for non-erisa?

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

26. PTIN December 31st deadline

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

27. Bond with Inflation Guard 5500-SF reporting

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

28. 5500-SF vs 5500-EZ eligibility

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

29. Delinquent 5500 EZ - Excess Contribution

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

30. 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
    • 833 views
    • 
    • Peter Gulia
    • April 27, 2020

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

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

32. 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

33. 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

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

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

35. Certified Audit Question

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

36. 403(b) Plan filings

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

37. FYI on SSA Batch Filing on FIRE System

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

38. Compensation for 5500 but not taxable Comp?

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

39. First time 5500-EZ

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

40. Check on a Form 5500-EZ

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

41. Distributions returned - Sch I & Sch R

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

42. 5500 to 5500-EZ?

    By Dougsbpc, November 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • mming
    • December 9, 2009

43. 5500 Filing Deadline

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

44. IRS requesting signed 5500 - that was EFILED

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

45. Enforcement Activity Around Missing Form 5500s

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

46. Life insurance premium on 5500-SF

    By bcmom, June 15, 2017   

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

47. Change in Control 5500?

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

48. Form 5500-SF - One Participant Plan

    By Guest JJWADE, June 9, 2010
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 7, 2010

49. Amend Form 5500 for Retroactive Fidelity Bond?

    By M Gerald, November 19, 2025
    • 3 replies
    • 569 views
    • 
    • M Gerald
    • November 20, 2025

50. Fair Value vs Contract Value

    By austin3515, April 25, 2014
    • 3 replies
    • 7.9k views
    • 
    • austin3515
    • April 28, 2014