Form 5500

3,277 topics in this forum

1. 5500 for a Controlled Group

   By Archimage, December 5, 2002
   • 3 replies
   • 1.6k views
   • 
   • Archimage
   • December 6, 2002

2. 5500 Filing Deadline

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

3. 5500-EZ Eligible After 5500-SF

   By Dougsbpc, October 11, 2013
   • 4 replies
   • 1.6k views
   • 
   • Tom Poje
   • October 14, 2013

4. Waiver of Accountant's Opinion

   By Guest NeophiteTPA, July 12, 2007
   • 3 replies
   • 1.6k views
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   • Bill Presson
   • July 12, 2007

5. Schedule C

   By Guest SPOT, March 26, 2002
   • 1 reply
   • 1.6k views
   • 
   • JohnCheek
   • April 2, 2002

6. Schedule SSA

   By RCK, August 26, 2005
   • 4 replies
   • 1.6k views
   • 
   • Lori Friedman
   • September 16, 2005

7. Form 5500-EZ - paper

   By thepensionmaven, May 31, 2023
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • June 2, 2023

8. Brokerage accounts...

   By Guest RONNIE WASEL, November 26, 2002
   • 2 replies
   • 1.6k views
   • 
   • Jean
   • November 26, 2002

9. Missing 2007 Form 5500

   By TBob, July 14, 2010
   • 12 replies
   • 1.6k views
   • 
   • TBob
   • July 15, 2010

10. Plan Audit: failure to file, now caught

    By Guest BWORC, August 12, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 18, 2008

11. Amended 5500

    By Guest notapensiongeek, December 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 2008

12. Schedule D

    By Guest joeyb, March 28, 2002
    • 2 replies
    • 1.6k views
    • 
    • Fredman
    • March 28, 2002

13. Form 5500-EZ $250,000 Threshold Determination

    By PensionPro, July 30, 2025
    • 6 replies
    • 1.6k views
    • 
    • PensionPro
    • August 12, 2025

14. 5500's online

    By Guest MPITTS, June 5, 2003
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 5, 2003

15. Loan Default - participant still has account balance in Plan

    By Alex Daisy, June 5, 2008
    • 2 replies
    • 1.6k views
    • 
    • SheilaD
    • June 6, 2008

16. Failure to File 5500

    By Guest JasonCollins, February 27, 2003
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • March 2, 2003

17. SAR distribution

    By Guest forum4, November 13, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2006

18. audit nightmare

    By K2retire, December 18, 2015
    • 10 replies
    • 1.6k views
    • 
    • EPCRSGuru
    • December 19, 2015

19. Form 5500-EZ never required

    By Lori Foresz, October 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Lori Foresz
    • October 2, 2003

20. Relius & Windows 7

    By Effen, March 8, 2010
    • 5 replies
    • 1.6k views
    • 
    • mwyatt
    • March 15, 2010

21. Form 5500 Compliance Questions Update

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

22. Terminated Actuary/Schedule C

    By austin3515, May 11, 2016
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 11, 2016

23. Late Forms 5500 filed not using Delinquent Filer Program

    By TPA Bob, April 23, 2020   

    • form 5500
    • delinquent filer program
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 30, 2020

24. ASC 820 Disclosures

    By Tinman, September 5, 2013
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 5, 2013

25. Cannot locate 98 5500-EZ - what to do?

    By Guest MEGary, September 26, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 27, 2000

26. Form 5500 requirements for startup plan with no contributions (Cash Basis)

    By Guest JasonElliott, August 8, 2005
    • 5 replies
    • 1.6k views
    • 
    • JanetM
    • August 11, 2005

27. 5500 seminar for welfare plan filings?

    By maverick, January 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2006

28. VERY late top heavy contribution

    By Guest rachd, June 6, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 10, 2003

29. Terminated plan, do we have to file?

    By Guest JohnSB, July 25, 2007
    • 2 replies
    • 1.6k views
    • 
    • JanetM
    • July 25, 2007

30. Inaccurate 5500

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

31. Form 5500, Lines 6 and 7

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

32. Health FSA

    By Guest Mel Kiper Jr., November 16, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 16, 2010

33. Summary Annual Report

    By Guest Hartnett123, May 18, 2004
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • May 19, 2004

34. 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

35. Welfare Benefit Plan - Do I have fewer than 100 employees?

    By Guest LWilson, July 31, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • July 31, 2002

36. Schedule I, Line 4(i)

    By R. Butler, May 23, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • May 23, 2001

37. 2009 Short Pl Year & Term

    By Dazednconfused, November 18, 2009
    • 4 replies
    • 1.6k views
    • 
    • LRDG
    • May 26, 2010

38. Delinquent Forms procedures now?

    By John A, August 20, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • August 20, 2001

39. Is it necessary to file Form 5500 for medical plans that are fully ins

    By Guest LFrankel, September 26, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 2000

40. Schedule R, Line 3

    By Lori Friedman, September 27, 2006
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • September 27, 2006

41. Filing One Day Late

    By khn, October 16, 2013
    • 4 replies
    • 1.6k views
    • 
    • GMK
    • October 16, 2013

42. Delayed Spin-Off & Form 5500

    By Guest AEA, April 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 5, 2007

43. Form 5500 Rejection Due to Incomplete IQPA report

    By Renafesq, May 23, 2023
    • 8 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 24, 2023

44. Schedule R

    By Guest Bearlee, January 25, 2008
    • 5 replies
    • 1.6k views
    • 
    • WDIK
    • February 25, 2008

45. Final Form 5500

    By ERISA13, September 28, 2010
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • September 30, 2010

46. 80/120 if didn't file?

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

47. DOL Inquiries

    By Guest Effie Clark, October 30, 2002
    • 6 replies
    • 1.6k views
    • 
    • Earl
    • November 29, 2002

48. SEP's and Form 5500

    By Guest Alison Williams, September 30, 2002
    • 2 replies
    • 1.6k views
    • 
    • JohnCheek
    • October 2, 2002

49. late 5500 filing

    By wsp, October 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • October 9, 2002

50. When a 403(b) plan has an employer contribution added, does the pension code in Section 8 need to be changed?

    By MBCarey, December 30, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 30, 2003