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Form 5500

3,290 topics in this forum

  1. 5500 SF IRS Compliance Question SH Plan with no deferrals in the year

    By jkharvey,
    • 1 reply
    • 891 views

  2. Small business, 3 owners, no employees. Can we file 5500EZ?

    By RayJJohnsonJr,
    • 2 replies
    • 948 views

  3. Participant Counts for 2023 5500s--Eligible Employees WIthout Balances

    By EPCRSGuru,
    • 4 replies
    • 2.1k views

  4. Form 5500-SF vs 5500-EZ and ERISA bond question

    By LMK TPA,
    • 1 reply
    • 950 views

  5. one person..two plans first filing year only one plan funded

    By Draper55,
    • 1 reply
    • 870 views

  6. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 835 views

  7. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 780 views

  8. Bizarro 5500 question from client

    By Santo Gold,
    • 7 replies
    • 1.8k views

  9. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 1.4k views

  10. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 936 views

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

    By t.haley,
    • 2 replies
    • 940 views

  12. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 482 views

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

    By TPApril,
    • 2 replies
    • 1.8k views

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

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

  15. 403(b) Plan filings

    By Belgarath,
    • 3 replies
    • 2.2k views

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

    By TPApril,
    • 9 replies
    • 2.9k views

  17. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 662 views

  18. 5500-SF 10g Deemed Distributions

    By Catch22PGM,   
    • 3 replies
    • 3.6k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 1.3k views

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

    By Hope123,
    • 0 replies
    • 674 views

  21. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 1.2k views

  22. Mailing Form 5558 for confirmed delivery

    By Tom,
    • 3 replies
    • 1.2k views

  23. Form 5500 #14 - IRS Compliance Questions

    By TN CPA,
    • 3 replies
    • 2.4k views

  24. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 925 views

  25. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt,
    • 1 reply
    • 780 views

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

    By 5500Nerd,
    • 4 replies
    • 2.3k views

  27. Significant Deficiency

    By Chaz,
    • 2 replies
    • 1.5k views

  28. 5500-SF - can I manually mark 5558 box

    By LMK TPA,
    • 5 replies
    • 2k views

  29. 8955-SSA DVFC?

    By TPApril,
    • 3 replies
    • 1.3k views

  30. Form 5500 extensions

    By RPC-TPA,
    • 5 replies
    • 2.5k views

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

    By DPSRich,
    • 3 replies
    • 1.3k views

  32. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 952 views

  33. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 1.1k views

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

    By Belgarath,
    • 2 replies
    • 1.5k views

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

    By WDIK,
    • 14 replies
    • 4.2k views

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

    By Basically,
    • 8 replies
    • 13.7k views

  37. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 913 views

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

    By Rayofsunshine,
    • 1 reply
    • 726 views

  39. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame,
    • 9 replies
    • 2.7k views

  40. 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
    • 2.5k views

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

    By 5500Nerd,
    • 2 replies
    • 1.2k views

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

    By Basically,
    • 2 replies
    • 775 views

  43. Final Form 5500 Report

    By 5500Nerd,
    • 4 replies
    • 2.1k views

  44. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 1.1k views

  45. Form M1 and Form 5500 to Match?

    By 5500Nerd,
    • 2 replies
    • 1.1k views

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

    By TPApril,
    • 2 replies
    • 1.2k views

  47. DC Plan Audit Reqm't

    By RestAssured,
    • 4 replies
    • 1.5k views

  48. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically,
    • 1 reply
    • 738 views

  49. Amending 5500-SF to 5500

    By Patrick,
    • 6 replies
    • 3.1k views

  50. Form 5500-SF Line 14b

    By AmyETPA,
    • 2 replies
    • 1.6k views
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