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Form 5500

3,281 topics in this forum

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

    By t.haley,
    • 2 replies
    • 604 views

  2. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 257 views

  3. delinquent 401k deposit w/in blackout period & reporting

    By TPApril,
    • 2 replies
    • 1.2k views

  4. Relius SB overrides on the SB - possible or impossible

    By Bug on my window,
    • 1 reply
    • 429 views

  5. 403(b) Plan filings

    By Belgarath,
    • 3 replies
    • 1.7k views

  6. SAR due date for extended 5500 filed by original due date

    By TPApril,
    • 9 replies
    • 1.8k views

  7. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 369 views

  8. 5500-SF 10g Deemed Distributions

    By Catch22PGM,   
    • 3 replies
    • 2k views

  9. How do I prepare 5500s online so my client can submit thru EFast?

    By RayJJohnsonJr,
    • 4 replies
    • 834 views

  10. Form 5500ez, plan terminated in dec 2023 dividend rolled over in 2024

    By Hope123,
    • 0 replies
    • 429 views

  11. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 821 views

  12. Mailing Form 5558 for confirmed delivery

    By Tom,
    • 3 replies
    • 859 views

  13. Form 5500 #14 - IRS Compliance Questions

    By TN CPA,
    • 3 replies
    • 1.7k views

  14. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 559 views

  15. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt,
    • 1 reply
    • 426 views

  16. SAR to Include or Not Include the Paperwork Reduction Act Blurb?

    By 5500Nerd,
    • 4 replies
    • 1.6k views

  17. Significant Deficiency

    By Chaz,
    • 2 replies
    • 1.1k views

  18. 5500-SF - can I manually mark 5558 box

    By LMK TPA,
    • 5 replies
    • 1.4k views

  19. 8955-SSA DVFC?

    By TPApril,
    • 3 replies
    • 848 views

  20. Form 5500 extensions

    By RPC-TPA,
    • 5 replies
    • 1.8k views

  21. Filing a Form 5500 and Schedule I which are the incorrect Forms

    By DPSRich,
    • 3 replies
    • 792 views

  22. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 635 views

  23. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 597 views

  24. Filing a 5500-SF rather than a 5500-EZ

    By Belgarath,
    • 2 replies
    • 1.1k views

  25. Penalty for Filing Exempt Form 5500-EZ After Deadline

    By WDIK,
    • 14 replies
    • 2.8k views

  26. Form 5500EZ, assets dip below $250,000

    By Basically,
    • 8 replies
    • 10.1k views

  27. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 575 views

  28. Relius Gov't Form, unable to log in

    By Rayofsunshine,
    • 1 reply
    • 429 views

  29. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame,
    • 9 replies
    • 1.9k views

  30. I'm reviewing a non-profit and trying to connect 5500 form data to its 990 form, but I'm noticing some differences in lots of data points. How do I reconcile that?

    By Cubs1908,
    • 8 replies
    • 1.8k views

  31. Schedule C for a Non-Trust Filing if Non-monetary Funds to Report?

    By 5500Nerd,
    • 2 replies
    • 691 views

  32. EZ Filer.... Changing sponsor from "XYZ CPA" to "Bob & Sue CPAs LLC"

    By Basically,
    • 2 replies
    • 500 views

  33. Final Form 5500 Report

    By 5500Nerd,
    • 4 replies
    • 1.5k views

  34. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 758 views

  35. Form M1 and Form 5500 to Match?

    By 5500Nerd,
    • 2 replies
    • 684 views

  36. H&W 5500's - wrapping multiple 5500's into one & plan years

    By TPApril,
    • 2 replies
    • 777 views

  37. DC Plan Audit Reqm't

    By RestAssured,
    • 4 replies
    • 1.1k views

  38. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically,
    • 1 reply
    • 452 views

  39. Amending 5500-SF to 5500

    By Patrick,
    • 6 replies
    • 1.2k views

  40. Form 5500-SF Line 14b

    By AmyETPA,
    • 2 replies
    • 1.2k views

  41. Form 5500 - Terminating Solo 401(k)

    By Vlad401k,
    • 5 replies
    • 1.4k views

  42. Should long form be used for investments in a mortgage loan company.

    By Elizabeth Matthews,
    • 0 replies
    • 401 views

  43. Audit Count - Participants with balances

    By austin3515,
    • 11 replies
    • 3.4k views

  44. Retroactive fidelity bond for large plan?

    By TPApril,
    • 6 replies
    • 1.7k views

  45. Schedule MEP

    By R. Butler,
    • 2 replies
    • 2k views

  46. ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

    By Belgarath,
    • 0 replies
    • 421 views

  47. Counting ineligible participants with balance

    By TPApril,
    • 8 replies
    • 1.5k views

  48. DOL Letter for Missing Form 5500

    By chinson22,
    • 2 replies
    • 1.2k views

  49. Failure to file 5500 Welfare Medical Plan for failing to address refund allocations in SPD

    By Insurnacegirl555,   
    • 3 replies
    • 1.1k views

  50. IRS Notification letter number for line 12 5500-SF

    By Tom,
    • 2 replies
    • 1.4k views
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