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Form 5500

3,272 topics in this forum

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

    By Hope123,
    • 0 replies
    • 375 views

  2. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 692 views

  3. Mailing Form 5558 for confirmed delivery

    By Tom,
    • 3 replies
    • 763 views

  4. Form 5500 #14 - IRS Compliance Questions

    By TN CPA,
    • 3 replies
    • 1.3k views

  5. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 472 views

  6. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt,
    • 1 reply
    • 375 views

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

    By 5500Nerd,
    • 4 replies
    • 1.5k views

  8. Significant Deficiency

    By Chaz,
    • 2 replies
    • 940 views

  9. 5500-SF - can I manually mark 5558 box

    By LMK TPA,
    • 5 replies
    • 1.3k views

  10. 8955-SSA DVFC?

    By TPApril,
    • 3 replies
    • 749 views

  11. Form 5500 extensions

    By RPC-TPA,
    • 5 replies
    • 1.6k views

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

    By DPSRich,
    • 3 replies
    • 707 views

  13. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 570 views

  14. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 468 views

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

    By Belgarath,
    • 2 replies
    • 897 views

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

    By WDIK,
    • 14 replies
    • 2.3k views

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

    By Basically,
    • 8 replies
    • 7.8k views

  18. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 493 views

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

    By Rayofsunshine,
    • 1 reply
    • 381 views

  20. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame,
    • 9 replies
    • 1.5k views

  21. 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
    • 1.5k views

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

    By 5500Nerd,
    • 2 replies
    • 570 views

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

    By Basically,
    • 2 replies
    • 448 views

  24. Final Form 5500 Report

    By 5500Nerd,
    • 4 replies
    • 1.3k views

  25. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 683 views

  26. Form M1 and Form 5500 to Match?

    By 5500Nerd,
    • 2 replies
    • 576 views

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

    By TPApril,
    • 2 replies
    • 692 views

  28. DC Plan Audit Reqm't

    By RestAssured,
    • 4 replies
    • 941 views

  29. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically,
    • 1 reply
    • 397 views

  30. Amending 5500-SF to 5500

    By Patrick,
    • 6 replies
    • 922 views

  31. Form 5500-SF Line 14b

    By AmyETPA,
    • 2 replies
    • 1.1k views

  32. Form 5500 - Terminating Solo 401(k)

    By Vlad401k,
    • 5 replies
    • 1k views

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

    By Elizabeth Matthews,
    • 0 replies
    • 347 views

  34. Audit Count - Participants with balances

    By austin3515,
    • 11 replies
    • 2.8k views

  35. Retroactive fidelity bond for large plan?

    By TPApril,
    • 6 replies
    • 1.4k views

  36. Schedule MEP

    By R. Butler,
    • 2 replies
    • 792 views

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

    By Belgarath,
    • 0 replies
    • 366 views

  38. Counting ineligible participants with balance

    By TPApril,
    • 8 replies
    • 1.3k views

  39. DOL Letter for Missing Form 5500

    By chinson22,
    • 2 replies
    • 1.1k views

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

    By Insurnacegirl555,   
    • 3 replies
    • 932 views

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

    By Tom,
    • 2 replies
    • 1.1k views

  42. Schedule R

    By Elizabeth Matthews,
    • 1 reply
    • 934 views

  43. MEP Schedule

    By Coleboy1,
    • 0 replies
    • 556 views

  44. Late filing DFVCP

    By Old Reliable,
    • 2 replies
    • 1.1k views

  45. Extension date request for an October 1st plan year end.

    By jsample,
    • 2 replies
    • 579 views

  46. Form 5500 - new compliance questions.

    By Belgarath,
    • 3 replies
    • 1.4k views

  47. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA,
    • 1 reply
    • 2.2k views

  48. 2023 Form 5500-EZ fill-in version not yet available

    By kpension,
    • 1 reply
    • 630 views

  49. Line 12

    By Tom,
    • 2 replies
    • 953 views

  50. Combo Plans - Form 5550-SF new questions, Line 14a, Line 14b, and Line 15

    By Jakyasar,
    • 2 replies
    • 1.4k views
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