Form 5500

3,272 topics in this forum

1. Fiscal Year end in 2009 - plan year begin in 2008

   By jkdoll2, March 24, 2010
   • 6 replies
   • 1.3k views
   • 
   • Below Ground
   • April 13, 2010

2. Foreign Taxes

   By Jilliandiz, July 12, 2006
   • 5 replies
   • 2k views
   • 
   • wsp
   • July 12, 2006

3. Forfeiture Account & 5500 Reporting

   By Guest MS TPA, December 10, 2010
   • 11 replies
   • 7.5k views
   • 
   • Guest
   • December 21, 2010

4. Forfeitures- Schedule I

   By Guest rachd, May 20, 2003
   • 2 replies
   • 1.3k views
   • 
   • pmacduff
   • May 20, 2003

5. forgot to check the Box for 5558

   By R. Butler, September 23, 2010
   • 1 reply
   • 1.5k views
   • 
   • chc93
   • September 23, 2010

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

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

7. fORGOT TO FILE AN EXTENSION FOR FORM 5530

   By Guest revier, September 10, 2004
   • 0 replies
   • 931 views
   • 
   • Guest
   • September 10, 2004

8. Forgot to file an extension for form 5530

   By Guest revier, September 10, 2004
   • 7 replies
   • 2.7k views
   • 
   • WDIK
   • September 13, 2004

9. Form 5330

   By Chippy, August 26, 2016
   • 0 replies
   • 909 views
   • 
   • Chippy
   • August 26, 2016

10. Form 5330

    By Guest sritts, May 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2003

11. Form 5330

    By bzorc, September 29, 2018
    • 1 reply
    • 874 views
    • 
    • RatherBeGolfing
    • September 29, 2018

12. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 3, 2008

13. Form 5330

    By Guest Madison, April 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • April 27, 2006

14. Form 5330

    By 52626, April 11, 2012
    • 0 replies
    • 1.4k views
    • 
    • 52626
    • April 11, 2012

15. Form 5330 - Funding Deficiency - late from the start

    By mwyatt, November 23, 2011
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • November 23, 2011

16. Form 5330 - Late ADP Excess But Assets Already Distributed

    By jgb44, September 30, 2015   

    • 5330
    • ADP Excess
    • (and 2 more)

      Tagged with:

      • 5330
      • ADP Excess
      • Late Distribution
      • Form 5330
    • 2 replies
    • 1.4k views
    • 
    • jgb44
    • September 30, 2015

17. Form 5330 - Section 4975

    By TPAVP, June 20, 2002
    • 2 replies
    • 3k views
    • 
    • R. Butler
    • June 21, 2002

18. Form 5330 due date

    By rlb64, September 27, 2005
    • 1 reply
    • 4.5k views
    • 
    • Belgarath
    • September 27, 2005

19. Form 5330 Excise Tax for corrective distributions

    By 401_noob, September 7, 2017   

    • 4979
    • excise
    • 4 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • September 7, 2017

20. Form 5330 question

    By BG5150, June 21, 2007
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • June 21, 2007

21. Form 5330, Line 3b

    By Susan S., May 2, 2013
    • 0 replies
    • 1.4k views
    • 
    • Susan S.
    • May 2, 2013

22. Form 5500

    By Guest jkrad, June 18, 2003
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • June 18, 2003

23. Form 5500

    By msmith, December 7, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • December 8, 2010

24. Form 5500

    By DTH, April 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

25. Form 5500

    By Guest CAM223, August 29, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • August 29, 2002

26. Form 5500

    By Guest mmc, August 9, 2011
    • 0 replies
    • 981 views
    • 
    • Guest
    • August 9, 2011

27. Form 5500

    By Guest kelly9522, May 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • May 15, 2003

28. Form 5500

    By Guest Diane M. Stolz, November 4, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 4, 2002

29. Form 5500

    By Guest jsga, July 24, 2001
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • July 24, 2001

30. Form 5500

    By jala, March 7, 2008
    • 5 replies
    • 1.6k views
    • 
    • JanetM
    • April 4, 2008

31. Form 5500

    By Guest Annette Leerhoff, September 25, 2012
    • 1 reply
    • 1k views
    • 
    • BG5150
    • September 25, 2012

32. Form 5500

    By DPSRich, July 21, 2011
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • July 22, 2011

33. Form 5500

    By Guest RJMOB, January 12, 2006
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 12, 2006

34. Form 5500

    By shamil10, June 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Steve72
    • June 7, 2002

35. Form 5500

    By Guest EPS2, July 13, 2010
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 13, 2010

36. Form 5500 - employer transition from non-ERISA to ERISA - short plan year?

    By t.haley, November 13, 2024
    • 1 reply
    • 1k views
    • 
    • Paul I
    • November 13, 2024

37. Form 5500 - ING Sched C Info

    By Guest AHS527, September 29, 2010
    • 1 reply
    • 953 views
    • 
    • pmacduff
    • September 29, 2010

38. Form 5500 - Invested 100% in one fund

    By austin3515, February 6, 2012
    • 2 replies
    • 1k views
    • 
    • K2retire
    • February 6, 2012

39. Form 5500 - Line 7h

    By Alex Daisy, June 10, 2009
    • 6 replies
    • 1.4k views
    • 
    • TPAMan
    • July 8, 2009

40. Form 5500 - new compliance questions.

    By Belgarath, February 14, 2024
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • February 15, 2024

41. Form 5500 - New Multiple Employer Reporting

    By Gruegen, January 8, 2015
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • January 8, 2015

42. Form 5500 - Schedule A - stop-loss & transplant coverage

    By t.haley, April 20, 2015
    • 1 reply
    • 2.2k views
    • 
    • Flyboyjohn
    • April 20, 2015

43. Form 5500 - Schedule I - 4i - Trustee directed

    By Guest Scrappy, February 3, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2005

44. Form 5500 - Schedule T Using prior year coverage data in case of merger/acquisition

    By MarZDoates, October 13, 2003
    • 1 reply
    • 981 views
    • 
    • MarZDoates
    • October 13, 2003

45. Form 5500 - Terminating Solo 401(k)

    By Vlad401k, April 15, 2024
    • 5 replies
    • 1k views
    • 
    • ratherbereading
    • April 16, 2024

46. Form 5500 - TPA Disbursement Accounts and Self Funding

    By Guest TXAtty, August 23, 2001
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 28, 2001

47. Form 5500 - Which Version to Use for Prior Filing

    By PensionPro, February 23, 2022
    • 1 reply
    • 671 views
    • 
    • Bug on my window
    • February 24, 2022

48. Form 5500 (Welfare Plan) Policy Year Change

    By Inquisitive One, April 11, 2017
    • 2 replies
    • 720 views
    • 
    • Inquisitive One
    • April 11, 2017

49. Form 5500 / First Day of Plan Year Entrants

    By austin3515, July 31, 2019
    • 18 replies
    • 2.3k views
    • 
    • Bri
    • August 5, 2019

50. Form 5500 & Code 3B

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