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Form 5500

3,287 topics in this forum

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

    By Draper55,
    • 1 reply
    • 707 views

  2. 5500 Schedule H Short Year Audit Requirements

    By BTH,
    • 1 reply
    • 715 views

  3. DFVCP - heads up contact?

    By TPApril,
    • 1 reply
    • 674 views

  4. Bizarro 5500 question from client

    By Santo Gold,
    • 7 replies
    • 1.6k views

  5. Mandatory EZ Electronic Filing 2024

    By shERPA,
    • 2 replies
    • 1.3k views

  6. Using corporate Extension to 9/15

    By thepensionmaven,
    • 2 replies
    • 724 views

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

    By t.haley,
    • 2 replies
    • 818 views

  8. 5500 for certain areas extended until 2 2025

    By SSRRS,
    • 0 replies
    • 345 views

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

    By TPApril,
    • 2 replies
    • 1.5k views

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

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

  11. 403(b) Plan filings

    By Belgarath,
    • 3 replies
    • 2.1k views

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

    By TPApril,
    • 9 replies
    • 2.5k views

  13. DFVCP for earlier year

    By SSRRS,
    • 1 reply
    • 518 views

  14. 5500-SF 10g Deemed Distributions

    By Catch22PGM,   
    • 3 replies
    • 2.8k views

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

    By RayJJohnsonJr,
    • 4 replies
    • 1.1k views

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

    By Hope123,
    • 0 replies
    • 564 views

  17. Extend 5500 and then have no filing requirement

    By Tom,
    • 1 reply
    • 1k views

  18. Mailing Form 5558 for confirmed delivery

    By Tom,
    • 3 replies
    • 1k views

  19. Form 5500 #14 - IRS Compliance Questions

    By TN CPA,
    • 3 replies
    • 2.2k views

  20. 8955-SSA for ESOP's

    By Belgarath,
    • 2 replies
    • 794 views

  21. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt,
    • 1 reply
    • 630 views

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

    By 5500Nerd,
    • 4 replies
    • 2.1k views

  23. Significant Deficiency

    By Chaz,
    • 2 replies
    • 1.4k views

  24. 5500-SF - can I manually mark 5558 box

    By LMK TPA,
    • 5 replies
    • 1.9k views

  25. 8955-SSA DVFC?

    By TPApril,
    • 3 replies
    • 1.1k views

  26. Form 5500 extensions

    By RPC-TPA,
    • 5 replies
    • 2.2k views

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

    By DPSRich,
    • 3 replies
    • 1.1k views

  28. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 813 views

  29. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 879 views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

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

    By WDIK,
    • 14 replies
    • 3.8k views

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

    By Basically,
    • 8 replies
    • 12.1k views

  33. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 728 views

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

    By Rayofsunshine,
    • 1 reply
    • 589 views

  35. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame,
    • 9 replies
    • 2.4k views

  36. 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
    • 2.3k views

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

    By 5500Nerd,
    • 2 replies
    • 1k views

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

    By Basically,
    • 2 replies
    • 646 views

  39. Final Form 5500 Report

    By 5500Nerd,
    • 4 replies
    • 1.9k views

  40. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 922 views

  41. Form M1 and Form 5500 to Match?

    By 5500Nerd,
    • 2 replies
    • 956 views

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

    By TPApril,
    • 2 replies
    • 962 views

  43. DC Plan Audit Reqm't

    By RestAssured,
    • 4 replies
    • 1.4k views

  44. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically,
    • 1 reply
    • 628 views

  45. Amending 5500-SF to 5500

    By Patrick,
    • 6 replies
    • 2.8k views

  46. Form 5500-SF Line 14b

    By AmyETPA,
    • 2 replies
    • 1.5k views

  47. Form 5500 - Terminating Solo 401(k)

    By Vlad401k,
    • 5 replies
    • 1.9k views

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

    By Elizabeth Matthews,
    • 0 replies
    • 546 views

  49. Audit Count - Participants with balances

    By austin3515,
    • 11 replies
    • 4.4k views

  50. Retroactive fidelity bond for large plan?

    By TPApril,
    • 6 replies
    • 2.2k views
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