Form 5500

3,281 topics in this forum

1. Form 5500-SF - One Participant Plan

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

2. Amend Form 5500 for Retroactive Fidelity Bond?

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

3. Fair Value vs Contract Value

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

4. Filing under DFVCP

   By msmith, November 15, 2021
   • 3 replies
   • 785 views
   • 
   • msmith
   • November 23, 2021

5. Pre-approved plan opinion letter serial number

   By Belgarath, July 14, 2023
   • 3 replies
   • 2.5k views
   • 
   • RatherBeGolfing
   • July 19, 2023

6. SOP 94-4-1 & Form 5500

   By Guest LauraVanSteeter, June 28, 2007
   • 3 replies
   • 4.6k views
   • 
   • sbutler
   • September 17, 2007

7. Schedule R Minimum Funding

   By Guest tcunagin, June 18, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • June 19, 2002

8. Non-Standard Requests in Auditors' Requests for Information

   By Guest jhall, August 3, 2005
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • August 4, 2005

9. Schedule of Reportable Transactions

   By Guest SPOT, July 9, 2002
   • 3 replies
   • 10.7k views
   • 
   • Guest
   • July 15, 2002

10. 2001 5500 forms

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

11. Form 5558 E File

    By BeanCounterBlues, January 28
    • 3 replies
    • 389 views
    • 
    • Paul I
    • January 29

12. 1996 Form 5500

    By Guest cease, September 5, 2003
    • 3 replies
    • 1k views
    • 
    • Harwood
    • September 5, 2003

13. Relius Government Forms

    By Andy the Actuary, March 8, 2015
    • 3 replies
    • 2.5k views
    • 
    • Beemer
    • March 13, 2015

14. Multiple Employer Plan

    By Guest Lex, June 19, 2002
    • 3 replies
    • 1.8k views
    • 
    • Archimage
    • June 19, 2002

15. Defining Delinquency with Respect to DFVC Program

    By WDIK, July 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 13, 2004

16. Employer goes out of business

    By Moe Howard, July 2, 2009
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • August 29, 2009

17. Schedule T clarification

    By Guest ypartridge, September 14, 2000
    • 3 replies
    • 1.9k views
    • 
    • Kristina
    • September 19, 2000

18. Filing under Delinquent Filers VCP

    By Chippy, April 25, 2018
    • 3 replies
    • 648 views
    • 
    • Madison71
    • April 25, 2018

19. Sch D

    By doombuggy, June 3, 2009
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • June 9, 2009

20. When is the SAR deadline?

    By leighl, March 7, 2017
    • 3 replies
    • 1.3k views
    • 
    • leighl
    • March 9, 2017

21. IRS Letter regarding filing 5500 EZ or 5500 SF

    By Pam S., December 15, 2020
    • 3 replies
    • 1.1k views
    • 
    • JanetJ
    • February 23, 2021

22. Money Purchase or not?

    By Guest 5500, October 1, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • October 1, 2002

23. Final 5500 - all assets distributed - are Schedules required to be filed

    By Guest B2Randolph, October 20, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

24. 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

25. 5500-SF 10g Deemed Distributions

    By Catch22PGM, July 17, 2024   

    • loans
    • deemed loan
    • (and 2 more)

      Tagged with:

      • loans
      • deemed loan
      • 5500sf
      • 5500-sf
    • 3 replies
    • 1.8k views
    • 
    • Kattdogg12
    • August 7, 2024

26. Cross-Tested Plan

    By Guest MPITTS, June 13, 2001
    • 3 replies
    • 2.1k views
    • 
    • rcline46
    • June 19, 2001

27. Self-employed individual

    By Guest ahill, April 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • jpod
    • April 19, 2002

28. 8.5 months after end of plan year for an 1120 to make a contribution?

    By Guest Enda80, April 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • April 18, 2008

29. 5500SF or 5500EZ?

    By preErisa, October 4, 2010
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • October 4, 2010

30. Merger, or just a change in Sponsorship?

    By KateSmithPA, May 6, 2003
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • May 7, 2003

31. 2023 5500 Participant Count

    By Rayofsunshine, November 21, 2023
    • 3 replies
    • 1.2k views
    • 
    • Rayofsunshine
    • November 22, 2023

32. Wrong participant count (by a few)

    By Guest IluvNewComp, August 26, 2011
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • August 27, 2011

33. 5500 - Stock Acquisition

    By 52626, October 2, 2018
    • 3 replies
    • 884 views
    • 
    • Luke Bailey
    • October 3, 2018

34. Schedule A

    By Guest ak, July 7, 2006
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • July 7, 2006

35. Form 5500 EZ

    By nancy, April 27, 2017
    • 3 replies
    • 882 views
    • 
    • Buffys Redrum
    • April 28, 2017

36. Form 8955-SSA for 2010

    By DMcGovern, June 20, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2011

37. 8955-SSA

    By K2retire, December 14, 2011
    • 3 replies
    • 1.3k views
    • 
    • K2retire
    • December 14, 2011

38. Amended 5500 EZ- attach extension?

    By Guest rachd, April 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • May 4, 2004

39. Form 5500, Lines 6 and 7

    By steve-o, October 6, 2004
    • 3 replies
    • 1.6k views
    • 
    • steve-o
    • October 7, 2004

40. Schedule C -- An intriguing matter

    By Lori Friedman, June 13, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2005

41. Fidelity Bond

    By Guest slajeunesse, November 15, 2005
    • 3 replies
    • 2.7k views
    • 
    • Leopurrd
    • November 15, 2005

42. Incorporation of Sponsor

    By thepensionmaven, April 28, 2018
    • 3 replies
    • 604 views
    • 
    • Larry Starr
    • May 2, 2018

43. Change in Plan sponsorship

    By Benefits Vet, September 24, 2021
    • 3 replies
    • 735 views
    • 
    • msmith
    • September 27, 2021

44. Form 5500 #14 - IRS Compliance Questions

    By TN CPA, July 22, 2024
    • 3 replies
    • 1.5k views
    • 
    • TN CPA
    • July 22, 2024

45. Employer in MEP, Spinning-Off, 5500 Reporting

    By 401kology, May 11, 2023   

    • 5500
    • spinoff
    • (and 1 more)

      Tagged with:

      • 5500
      • spinoff
      • spin-off
    • 3 replies
    • 1.9k views
    • 
    • 401kology
    • May 22, 2023

46. Which 5500 form year to use?

    By Guest Julie Woulfe, April 6, 2004
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • April 6, 2004

47. Divorce and Form 5500-EZ

    By bzorc, July 9, 2004
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

48. Inaccurate 5500

    By Randy Watson, October 28, 2010
    • 3 replies
    • 1.6k views
    • 
    • Randy Watson
    • October 29, 2010

49. HEART Act and Schedule R Question 9

    By Guest Tudor Fever, September 28, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 5, 2011

50. 5500ez vs "effective date of plan termination"

    By Khatva, January 26, 2022
    • 3 replies
    • 927 views
    • 
    • Khatva
    • February 5, 2022