Form 5500

3,207 topics in this forum

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

   By 5500Nerd, May 24
   • 2 replies
   • 216 views
   • 
   • 5500Nerd
   • May 29

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

   By Basically, May 20
   • 2 replies
   • 244 views
   • 
   • Basically
   • May 20

3. Final Form 5500 Report

   By 5500Nerd, May 14
   • 4 replies
   • 679 views
   • 
   • Bug on my window
   • May 14

4. Schedule R participants with only receivables

   By Pat Crum, May 14
   • 1 reply
   • 372 views
   • 
   • Paul I
   • May 14

5. Form M1 and Form 5500 to Match?

   By 5500Nerd, May 9
   • 2 replies
   • 247 views
   • 
   • 5500Nerd
   • May 14

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

   By TPApril, May 5
   • 2 replies
   • 382 views
   • 
   • TPApril
   • May 6

7. DC Plan Audit Reqm't

   By RestAssured, April 22
   • 4 replies
   • 466 views
   • 
   • RestAssured
   • May 1

8. 1st year, only eligible EE is the owner... 5500EZ?

   By Basically, April 24
   • 1 reply
   • 235 views
   • 
   • CuseFan
   • April 24

9. Amending 5500-SF to 5500

   By Patrick, April 22
   • 6 replies
   • 498 views
   • 
   • Patrick
   • April 23

10. Form 5500-SF Line 14b

    By AmyETPA, April 16
    • 2 replies
    • 582 views
    • 
    • Paul I
    • April 16

11. Form 5500 - Terminating Solo 401(k)

    By Vlad401k, April 15
    • 5 replies
    • 569 views
    • 
    • ratherbereading
    • April 16

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

    By Elizabeth Matthews, April 11
    • 0 replies
    • 175 views
    • 
    • Elizabeth Matthews
    • April 11

13. Audit Count - Participants with balances

    By austin3515, April 3
    • 11 replies
    • 1.2k views
    • 
    • Gilmore
    • April 5

14. Retroactive fidelity bond for large plan?

    By TPApril, March 29
    • 6 replies
    • 600 views
    • 
    • Peter Gulia
    • April 5

15. Schedule MEP

    By R. Butler, April 1
    • 2 replies
    • 447 views
    • 
    • R. Butler
    • April 2

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

    By Belgarath, April 1
    • 0 replies
    • 214 views
    • 
    • Belgarath
    • April 1

17. Counting ineligible participants with balance

    By TPApril, March 24
    • 8 replies
    • 795 views
    • 
    • TPApril
    • March 29

18. DOL Letter for Missing Form 5500

    By chinson22, November 27, 2023
    • 2 replies
    • 767 views
    • 
    • Insurnacegirl555
    • March 24

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

    By Insurnacegirl555, March 22   

    • 5500
    • exemption
    • (and 5 more)

      Tagged with:

      • 5500
      • exemption
      • welfare benefit plan-5500?
      • welfare plans
      • welfare
      • 5500sf
      • 5500 - reporting of options
    • 3 replies
    • 493 views
    • 
    • Brian Gilmore
    • March 23

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

    By Tom, March 13
    • 2 replies
    • 398 views
    • 
    • Paul I
    • March 14

21. Schedule R

    By Elizabeth Matthews, March 7
    • 1 reply
    • 452 views
    • 
    • Paul I
    • March 7

22. MEP Schedule

    By Coleboy1, March 5
    • 0 replies
    • 284 views
    • 
    • Coleboy1
    • March 5

23. Late filing DFVCP

    By Old Reliable, February 19
    • 2 replies
    • 641 views
    • 
    • CuseFan
    • February 19

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

    By jsample, February 15
    • 2 replies
    • 311 views
    • 
    • Paul I
    • February 16

25. Form 5500 - new compliance questions.

    By Belgarath, February 14
    • 3 replies
    • 755 views
    • 
    • Belgarath
    • February 15