Form 5500

3,277 topics in this forum

1. Schedule D - DFE

   By Guest Sara H, March 29, 2006
   • 1 reply
   • 1.7k views
   • 
   • JanetM
   • March 29, 2006

2. Has missed past 2 5500 filings

   By Santo Gold, June 14, 2007
   • 2 replies
   • 1.7k views
   • 
   • jpod
   • June 14, 2007

3. Form 5558

   By pgold, April 16, 2006
   • 1 reply
   • 1.7k views
   • 
   • david rigby
   • April 16, 2006

4. Effective plan date question

   By Guest LVanSteeter, June 19, 2002
   • 7 replies
   • 1.7k views
   • 
   • R. Butler
   • June 20, 2002

5. Wrap Document with Small Plan Component - Inclusion in 5500?

   By holdco, August 1, 2013
   • 1 reply
   • 1.7k views
   • 
   • Flyboyjohn
   • August 2, 2013

6. Form 5500EZ Exemption

   By Guest sdolce, October 10, 2001
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • October 10, 2001

7. One participant plan explained

   By K-t-F, October 23, 2018
   • 6 replies
   • 1.7k views
   • 
   • spiritrider
   • November 12, 2018

8. EFAST 2 Email from EFAST email account

   By austin3515, December 22, 2022
   • 9 replies
   • 1.7k views
   • 
   • pmacduff
   • December 27, 2022

9. Union-sponsored death Benefit

   By Guest Cindyd, May 20, 2002
   • 2 replies
   • 1.7k views
   • 
   • JohnCheek
   • May 21, 2002

10. 5500 Signature

    By John Feldt ERPA CPC QPA, July 12, 2016   

    • not the same
    • Plan administrator
    • (and 1 more)

      Tagged with:

      • not the same
      • Plan administrator
      • employer
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 14, 2016

11. 5558

    By Guest ppighost, June 19, 2003
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

12. Form 5558 Rejection

    By Guest padmin, February 4, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2010

13. WB 5500 Guidance?

    By Leopurrd, September 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Leopurrd
    • September 30, 2005

14. Can a new plan be a large plan?

    By JButtrick, July 13, 2005
    • 2 replies
    • 1.7k views
    • 
    • JButtrick
    • July 13, 2005

15. No fidelity bond = No exemption?

    By Guest MarkN, February 5, 2004
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • February 5, 2004

16. Owner took too much in withdrawals

    By Cynchbeast, September 14, 2013
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • September 18, 2013

17. Relius Govt Forms Vista Issue

    By 401(k)guru, February 11, 2009
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 11, 2009

18. 8955-SSA individual statements if code D

    By Beemer, September 15, 2011
    • 2 replies
    • 1.7k views
    • 
    • Beemer
    • September 15, 2011

19. Schedule A and "back" commissions

    By Sara Hotvedt, June 10, 2021
    • 3 replies
    • 1.7k views
    • 
    • Sara Hotvedt
    • June 11, 2021

20. Summary Annual Report

    By Belgarath, April 16, 2009
    • 1 reply
    • 1.7k views
    • 
    • chc93
    • April 17, 2009

21. 5500 Reporting for Simple 401(k) to "regular" 401(k)

    By Guest bgiles, May 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • JohnCheek
    • May 21, 2002

22. 8955-ssa deadline for non-calendar years

    By Beemer, December 30, 2011
    • 4 replies
    • 1.7k views
    • 
    • Beemer
    • January 5, 2012

23. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 1.7k views
    • 
    • holdco
    • June 6, 2012

24. Sch. A/allocated insurance contracts

    By Guest ak, June 3, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2006

25. Vcp

    By Guest Paul, October 13, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 13, 2001

26. summary annual report

    By wmyer, October 28, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 29, 2004

27. Filing delinquent Forms 5500

    By Guest Sieve, July 2, 2010
    • 6 replies
    • 1.7k views
    • 
    • Andy the Actuary
    • July 2, 2010

28. 5500 with fewer than 100 participants

    By bcspace, March 24, 2010
    • 3 replies
    • 1.7k views
    • 
    • J Simmons
    • March 26, 2010

29. 5500-EZ to EBSA?

    By Jim Chad, August 31, 2009
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • September 1, 2009

30. Historical Form SSA Info

    By Guest Robin.Wolf, August 17, 2011
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2011

31. Failure to file Form 5500EZ, need help

    By Guest schow07024, September 4, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 4, 2007

32. DFVC POST IRS PENALTY NOTICE

    By Guest draper, August 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • August 13, 2003

33. MEWAs and Form 5500

    By Guest Higley, November 6, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2001

34. How to handle the summary annual report format that corresponds to new

    By Guest JL, April 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kristina
    • October 2, 2000

35. Help - Schedule D / Schedule A Confusion

    By Guest lawdawg, June 17, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • June 20, 2005

36. In a single employer plan whose investments are in a common collective

    By Guest Peter Riggins, August 30, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 31, 2000

37. DFE GIA Filer

    By Guest cease, April 19, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 19, 2004

38. Form 5500

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

39. Who gets what SAR's?

    By Guest PAL100759, August 9, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 9, 2002

40. Schedule C

    By Guest Tad77, September 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • September 14, 2006

41. Schedule R distributions

    By Guest PGross, February 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • wmyer
    • February 8, 2001

42. Extension filed with wrong plan number - now what?

    By John A, October 9, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • October 9, 2001

43. Wrong EIN on 5558

    By 22su, September 22, 2020   

    • 5558 error
    • wrong ein
    • 2 replies
    • 1.6k views
    • 
    • 22su
    • September 22, 2020

44. EBSA-VFCP Letter

    By JKW, December 7, 2017
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • April 12, 2019

45. 5500-EZ $100,00 threshold

    By BG5150, September 20, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • September 20, 2006

46. uncashed checks

    By Chippy, June 20, 2011
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • June 20, 2011

47. Reportable Transactions

    By Guest Rebel TPA, May 13, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 20, 2011

48. Relius SAR

    By Guest SPOT, March 20, 2002
    • 3 replies
    • 1.6k views
    • 
    • mwyatt
    • March 26, 2002

49. Successful EFiling without User ID and PIN?

    By 12AX7, August 15, 2011
    • 7 replies
    • 1.6k views
    • 
    • K2retire
    • August 16, 2011

50. Opinion for Limited Scope Audit relying on SAS 70

    By Guest ChristianJWK, October 6, 2009
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • October 6, 2009