Form 5500

3,272 topics in this forum

1. form 5500 & late deposits

   By doombuggy, April 4, 2012
   • 0 replies
   • 910 views
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   • doombuggy
   • April 4, 2012

2. Form 5500 & Self Directed Brokerage accounts

   By MBCarey, September 3, 2002
   • 4 replies
   • 5.5k views
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   • MBCarey
   • September 4, 2002

3. Form 5500 #14 - IRS Compliance Questions

   By TN CPA, July 22, 2024
   • 3 replies
   • 1.3k views
   • 
   • TN CPA
   • July 22, 2024

4. Form 5500 and asset sale

   By Guest JDL, March 12, 2003
   • 1 reply
   • 961 views
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   • RCK
   • March 12, 2003

5. Form 5500 and Conversion From Single Employer to Multiple Employer Plan

   By Ananda, September 22, 2021
   • 1 reply
   • 884 views
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   • Sabrina1
   • September 22, 2021

6. Form 5500 appearance

   By bzorc, June 28, 2000
   • 6 replies
   • 2.6k views
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   • Sue H
   • July 12, 2000

7. Form 5500 Audit

   By preErisa, October 12, 2010
   • 5 replies
   • 1.9k views
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   • Tom Poje
   • October 13, 2010

8. Form 5500 Audit

   By Guest PJMAK, October 17, 2002
   • 5 replies
   • 2.7k views
   • 
   • E as in ERISA
   • October 18, 2002

9. Form 5500 Bulk Signing

   By pr2222, June 3, 2019
   • 8 replies
   • 1k views
   • 
   • RatherBeGolfing
   • June 3, 2019

10. Form 5500 code for an onsite clinic

    By pcbenefits007, August 23, 2016   

    • onsite clinic
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 23, 2016

11. Form 5500 Compliance Questions Update

    By austin3515, April 2, 2017
    • 16 replies
    • 1.6k views
    • 
    • My 2 cents
    • April 25, 2017

12. Form 5500 Count

    By Guest notapensiongeek, July 9, 2008
    • 4 replies
    • 2k views
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    • BG5150
    • July 15, 2008

13. Form 5500 Deadline

    By jsmith1985, October 15, 2014
    • 4 replies
    • 935 views
    • 
    • jsmith1985
    • October 16, 2014

14. Form 5500 deadline

    By KevinMc, July 29, 2016
    • 5 replies
    • 2k views
    • 
    • My 2 cents
    • July 29, 2016

15. Form 5500 DFE

    By DTH, June 17, 2002
    • 1 reply
    • 3.6k views
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    • JanetM
    • June 17, 2002

16. Form 5500 extension

    By Lori Friedman, October 13, 2004
    • 2 replies
    • 2.3k views
    • 
    • AndyH
    • October 15, 2004

17. Form 5500 Extension past 10/15/10?

    By Guest Julie Woulfe, September 7, 2010
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 9, 2010

18. Form 5500 extensions

    By RPC-TPA, July 3, 2024
    • 5 replies
    • 1.6k views
    • 
    • rikkiphillipson
    • July 8, 2024

19. Form 5500 EZ

    By Guest mollym5, November 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 15, 2002

20. Form 5500 EZ

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

21. Form 5500 EZ

    By Belgarath, November 28, 2006
    • 2 replies
    • 2.7k views
    • 
    • JanetM
    • November 30, 2006

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

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

23. Form 5500 EZ or 5500?

    By Guest schmpa, July 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • July 12, 2002

24. Form 5500 EZ to 5500 - SF

    By Dazednconfused, September 22, 2010
    • 1 reply
    • 858 views
    • 
    • Andy the Actuary
    • September 22, 2010

25. 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

26. form 5500 EZ, first and final return for the plan

    By Benbob13, August 27, 2018
    • 7 replies
    • 2.2k views
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    • Bri
    • February 23, 2021

27. Form 5500 filed but not required - any notice to DOL necessary to stop filing?

    By t.haley, August 27, 2024
    • 2 replies
    • 480 views
    • 
    • Sabrina1
    • August 28, 2024

28. Form 5500 filed for governmental 403(b) when not required

    By Belgarath, January 26, 2012
    • 0 replies
    • 997 views
    • 
    • Belgarath
    • January 26, 2012

29. Form 5500 filed with incorrect PYB/PYE dates

    By MoShawn, July 19, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2011

30. Form 5500 filing deadlines - terminated plan

    By Tsh94, April 23, 2021
    • 1 reply
    • 869 views
    • 
    • Jakyasar
    • April 23, 2021

31. Form 5500 filing for medical reimbursement portion of 125 plan

    By Lori Foresz, March 31, 2004
    • 1 reply
    • 1.9k views
    • 
    • Lori Foresz
    • April 1, 2004

32. Form 5500 Filing for Non-qualified Restoration Plan

    By Guest FredBaragona, October 12, 2000
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • October 12, 2000

33. Form 5500 filing for old 403(b) account

    By MoShawn, May 19, 2010
    • 0 replies
    • 782 views
    • 
    • MoShawn
    • May 19, 2010

34. form 5500 filing guide

    By Guest mariecummiskey, July 29, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 29, 2003

35. Form 5500 filing guide book

    By doombuggy, March 7, 2005
    • 4 replies
    • 2k views
    • 
    • doombuggy
    • March 28, 2005

36. Form 5500 filing in year of merger

    By Guest Diane DuFresne, August 20, 2002
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • August 20, 2002

37. Form 5500 Filing Question

    By Brian Murphy, July 22
    • 2 replies
    • 775 views
    • 
    • RatherBeGolfing
    • July 22

38. Form 5500 Filing with an FSA

    By paulaq, June 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • paulaq
    • June 26, 2015

39. Form 5500 Final Return Error - web client

    By Guest Peggy S, June 30, 2010
    • 0 replies
    • 2.5k views
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    • Guest
    • June 30, 2010

40. Form 5500 for 1999

    By Guest jfgc, February 9, 2000
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 4, 2000

41. Form 5500 for 2014 calendar year

    By chc93, February 7, 2014
    • 2 replies
    • 2k views
    • 
    • chc93
    • February 7, 2014

42. Form 5500 for a plan with no assets

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

43. Form 5500 for cancer plan w/<100 & premium paid all by ee?

    By Guest cstrong, September 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2005

44. Form 5500 for Collective Bargained PS Plan

    By MBCarey, June 9, 2011
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • June 10, 2011

45. Form 5500 for EAP ?

    By JohnCheek, July 19, 2001
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • July 20, 2001

46. Form 5500 for Employee Benefit Plans

    By Guest Rettop, August 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • August 15, 2001

47. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 998 views
    • 
    • holdco
    • June 6, 2012

48. Form 5500 for employee severance plan

    By holdco, June 6, 2012
    • 0 replies
    • 1.6k views
    • 
    • holdco
    • June 6, 2012

49. Form 5500 for Foreign Plan?

    By Guest ScarletKnight, October 9, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2007

50. Form 5500 for fringe plans?

    By k man, March 1, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2007