Form 5500

3,277 topics in this forum

1. A weird one

   By Lori Friedman, February 24, 2006
   • 13 replies
   • 3.8k views
   • 
   • Bill Presson
   • February 26, 2006

2. Small plan audits

   By pbarrett, August 12, 2003
   • 13 replies
   • 2.3k views
   • 
   • Guest
   • June 10, 2004

3. What to put on Form 5500 as the 'name' of a retirement plan's 'trust'?

   By austin3515, May 4, 2015
   • 13 replies
   • 2.4k views
   • 
   • Kevin C
   • May 11, 2015

4. 8955-SSA Rehires

   By PFranckowiak, May 14, 2012
   • 13 replies
   • 6k views
   • 
   • PFranckowiak
   • June 11, 2012

5. SAR Disclosure

   By nancy, May 6, 2003
   • 13 replies
   • 3.6k views
   • 
   • mwyatt
   • May 16, 2003

6. Form 8955-SSA

   By DPSRich, June 20, 2011
   • 13 replies
   • 3.8k views
   • 
   • DMcGovern
   • June 21, 2011

7. Schedule P

   By Guest jalbee, July 11, 2002
   • 13 replies
   • 2.7k views
   • 
   • Guest
   • November 5, 2003

8. 5500 filing - cash vs accrual

   By Jakyasar, August 7, 2021
   • 13 replies
   • 2.5k views
   • 
   • R. Butler
   • October 23, 2023

9. Single member plan terminated, liquidated 11/23/2021... File 2020 EZ now?

   By Basically, November 30, 2021
   • 13 replies
   • 1.1k views
   • 
   • Basically
   • December 3, 2021

10. 5500SF Line 13a

    By Guest Julie Woulfe, July 14, 2010
    • 13 replies
    • 3.8k views
    • 
    • Guest
    • July 27, 2010

11. Fidelity Bonds > $500K - record amt or $500K?

    By TPApril, August 14, 2021
    • 12 replies
    • 1.6k views
    • 
    • TPApril
    • August 19, 2021

12. Form 5500 never filed

    By nancy, March 23, 2017
    • 12 replies
    • 2.1k views
    • 
    • benconsulting
    • March 25, 2017

13. Intranet posting of 5500 Information

    By Gilmore, July 11, 2018
    • 12 replies
    • 3.4k views
    • 
    • Bird
    • July 16, 2018

14. Charges for printed copies of 5500 in SAR--how much?

    By BG5150, October 21, 2016
    • 12 replies
    • 2.5k views
    • 
    • Bug on my window
    • October 22, 2018

15. EZ vs SF

    By ombskid, February 12, 2014
    • 12 replies
    • 7k views
    • 
    • Beltane
    • April 16, 2014

16. 5500-SF - #9a (Plan Characteristics)

    By Guest KristenE, June 14, 2013   

    • Pension Feature Codes
    • 12 replies
    • 3.8k views
    • 
    • Guest
    • June 19, 2013

17. ER Changed Mind & no contributions

    By SFSD, April 29, 2010
    • 12 replies
    • 2.2k views
    • 
    • K2retire
    • May 1, 2010

18. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • June 4, 2017

19. Anyone know of any authority or licensing standards that would require

    By AndyH, October 10, 2000
    • 12 replies
    • 2.5k views
    • 
    • KIP KRAUS
    • November 9, 2000

20. Audit Counts - Participants with Balances

    By austin3515, April 29, 2022
    • 12 replies
    • 1.2k views
    • 
    • Peter Gulia
    • May 20, 2022

21. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 12 replies
    • 2.1k views
    • 
    • VincentBocchinfuso CPC
    • January 21, 2009

22. 2011 plan year Form 5500 filings

    By Guest Matt_S, February 16, 2011
    • 12 replies
    • 3.6k views
    • 
    • austin3515
    • May 26, 2011

23. Schedule Ts, Multiple Employer Plan

    By pmacduff, February 11, 2004
    • 12 replies
    • 2.1k views
    • 
    • Guest
    • April 16, 2004

24. bonding requirements

    By Guest carsonv, April 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • May 2, 2003

25. Who should files the 5500s when almost everyone is dead?

    By BTG, July 9, 2021
    • 12 replies
    • 1.3k views
    • 
    • Peter Gulia
    • July 15, 2021

26. Form 5500EZ

    By Guest shirahbell, July 25, 2007
    • 12 replies
    • 5.1k views
    • 
    • jpod
    • December 21, 2007

27. SSA - from the year 2000!

    By RestAssured, April 10, 2013   

    • missing participant
    • closed plan
    • (and 1 more)

      Tagged with:

      • missing participant
      • closed plan
      • ssa
    • 12 replies
    • 1.9k views
    • 
    • Lou S.
    • April 12, 2013

28. 5500 counts terminated 0% vested but still has an account

    By ESOP Guy, September 16, 2014
    • 12 replies
    • 3.3k views
    • 
    • ESOP Guy
    • July 21, 2015

29. Merger Effective Date vs Transfer DAte

    By austin3515, January 27, 2021
    • 12 replies
    • 2.8k views
    • 
    • MoJo
    • January 28, 2021

30. Late letters from the IRS

    By Guest 4Kicks, November 2, 2012
    • 12 replies
    • 2.1k views
    • 
    • austin3515
    • November 27, 2012

31. Large Plan and independent audit

    By Guest mparker2028, September 22, 2005
    • 12 replies
    • 3k views
    • 
    • BeckyMiller
    • September 26, 2005

32. 5500 Sch H plus IQPA & financial stmt

    By doombuggy, June 10, 2011
    • 12 replies
    • 1.8k views
    • 
    • pmacduff
    • June 21, 2011

33. 1099s that brokerage won't do

    By thepensionmaven, January 27, 2021
    • 12 replies
    • 1.1k views
    • 
    • thepensionmaven
    • February 7, 2021

34. Extensions / REjections

    By austin3515, December 19, 2022
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • January 7, 2023

35. 8955-SSA Terminated Plan

    By PFranckowiak, May 23, 2016
    • 12 replies
    • 5.2k views
    • 
    • AndyH
    • June 7, 2016

36. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 5.9k views
    • 
    • Luke Bailey
    • October 16, 2020

37. Entity Control Changes

    By MSN, October 20, 2009
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • November 13, 2009

38. 5500-SF

    By thepensionmaven, July 22, 2016
    • 12 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • August 1, 2016

39. Refund of loan principal overpayment

    By Liam, October 1, 2018   

    • loan principal
    • overpayment
    • (and 2 more)

      Tagged with:

      • loan principal
      • overpayment
      • refund
      • 5500
    • 12 replies
    • 2.8k views
    • 
    • ESOP Guy
    • October 12, 2018

40. Does a newly established PSP have to file Form 5500 for first two year

    By Moe Howard, July 30, 2002
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 31, 2002

41. 5500s Premium Only Plan

    By thepensionmaven, May 11, 2019
    • 12 replies
    • 1.9k views
    • 
    • HF-Compliance
    • May 15, 2019

42. First year 5500 filing

    By Hypothetically, October 18, 2013
    • 12 replies
    • 2.7k views
    • 
    • JKW
    • November 7, 2013

43. Welfare Benefit 5500- Filed 5500- Two days late

    By Danielle, August 8, 2021
    • 12 replies
    • 1.3k views
    • 
    • BG5150
    • August 10, 2021

44. Established a Plan but no assets

    By TPA Bob, October 6, 2016
    • 12 replies
    • 5.4k views
    • 
    • Mike Preston
    • October 9, 2016

45. Who signs the 5558?

    By Guest joeyb, July 15, 2002
    • 12 replies
    • 2.9k views
    • 
    • Ron Snyder
    • July 22, 2002

46. Can a Plan's Tax ID be found on the internet?

    By RayJJohnsonJr, October 6, 2021
    • 12 replies
    • 2.4k views
    • 
    • Bruce1
    • March 5, 2025

47. Missing 2007 Form 5500

    By TBob, July 14, 2010
    • 12 replies
    • 1.6k views
    • 
    • TBob
    • July 15, 2010

48. Audit Count - Participants with balances

    By austin3515, April 3, 2024
    • 11 replies
    • 3.1k views
    • 
    • Gilmore
    • April 5, 2024

49. non-erisa 403b plan

    By Santo Gold, April 15, 2009
    • 11 replies
    • 2.1k views
    • 
    • QDROphile
    • April 17, 2009

50. Amend 5500-ez or let sleeping dogs lie

    By Guest Savoir, September 10, 2005
    • 11 replies
    • 3k views
    • 
    • Earl
    • September 20, 2005