Jump to content

Form 5500

3,271 topics in this forum

  1. Welfare Plan: Single vs Multiple Employer Plan

    By TPApril,
    • 1 reply
    • 570 views

  2. Form 5500 extensions

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

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

    By DPSRich,
    • 3 replies
    • 705 views

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

    By Belgarath,
    • 2 replies
    • 895 views

  5. 5500-EZ DFVC - 1 or 2 mailings?

    By TPApril,
    • 2 replies
    • 463 views

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

    By 5500Nerd,
    • 4 replies
    • 1.5k views

  7. Welfare Plan ownership change mid 5500 plan yr

    By TPApril,
    • 1 reply
    • 489 views

  8. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame,
    • 9 replies
    • 1.5k views

  9. 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

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

    By 5500Nerd,
    • 2 replies
    • 569 views

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

    By Rayofsunshine,
    • 1 reply
    • 379 views

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

    By Basically,
    • 2 replies
    • 444 views

  13. Schedule R participants with only receivables

    By Pat Crum,
    • 1 reply
    • 681 views

  14. Final Form 5500 Report

    By 5500Nerd,
    • 4 replies
    • 1.3k views

  15. Form M1 and Form 5500 to Match?

    By 5500Nerd,
    • 2 replies
    • 570 views

  16. 403(b) Plan filings

    By Belgarath,
    • 3 replies
    • 1.4k views

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

    By TPApril,
    • 2 replies
    • 690 views

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

    By EPCRSGuru,
    • 4 replies
    • 1.2k views

  19. 1st year, only eligible EE is the owner... 5500EZ?

    By Basically,
    • 1 reply
    • 392 views

  20. DC Plan Audit Reqm't

    By RestAssured,
    • 4 replies
    • 938 views

  21. Amending 5500-SF to 5500

    By Patrick,
    • 6 replies
    • 918 views

  22. Form 5500-SF Line 14b

    By AmyETPA,
    • 2 replies
    • 1.1k views

  23. Form 5500 - Terminating Solo 401(k)

    By Vlad401k,
    • 5 replies
    • 1k views

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

    By Elizabeth Matthews,
    • 0 replies
    • 345 views

  25. Audit Count - Participants with balances

    By austin3515,
    • 11 replies
    • 2.8k views

  26. Schedule MEP

    By R. Butler,
    • 2 replies
    • 791 views

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

    By Belgarath,
    • 0 replies
    • 365 views

  28. Retroactive fidelity bond for large plan?

    By TPApril,
    • 6 replies
    • 1.4k views

  29. Counting ineligible participants with balance

    By TPApril,
    • 8 replies
    • 1.3k views

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

    By Insurnacegirl555,   
    • 3 replies
    • 931 views

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

    By Tom,
    • 2 replies
    • 1.1k views

  32. Schedule R

    By Elizabeth Matthews,
    • 1 reply
    • 929 views

  33. MEP Schedule

    By Coleboy1,
    • 0 replies
    • 553 views

  34. Late filing DFVCP

    By Old Reliable,
    • 2 replies
    • 1k views

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

    By jsample,
    • 2 replies
    • 577 views

  36. Form 5500 - new compliance questions.

    By Belgarath,
    • 3 replies
    • 1.3k views

  37. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA,
    • 1 reply
    • 2.2k views

  38. Line 12

    By Tom,
    • 2 replies
    • 952 views

  39. 2023 Form 5500-EZ fill-in version not yet available

    By kpension,
    • 1 reply
    • 630 views

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

    By Jakyasar,
    • 2 replies
    • 1.4k views

  41. 5500 Counts - definition of Participant in DC plan

    By justanotheradmin,
    • 32 replies
    • 10.7k views

  42. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015,
    • 1 reply
    • 511 views

  43. Form 8955--SSA

    By EPCRSGuru,
    • 2 replies
    • 1.1k views

  44. DOL Letter for Missing Form 5500

    By chinson22,
    • 2 replies
    • 1.1k views

  45. DOL Non-filer Notice

    By Insurnacegirl555,
    • 1 reply
    • 782 views

  46. 2023 5500 Participant Count

    By Rayofsunshine,
    • 3 replies
    • 1.1k views

  47. Upcoming changes to Summary Annual Report

    By 5500sorBust,
    • 4 replies
    • 1.1k views

  48. IRS letter - EIN number

    By tymesup,
    • 6 replies
    • 1.8k views

  49. Large plan filing?

    By TPAAdvisor,
    • 0 replies
    • 340 views

  50. Electronic Filing of Form 5558

    By Tom,
    • 5 replies
    • 1.9k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept