Form 5500

3,277 topics in this forum

1. 2014 8955-SSA Vendor roll out

   By Jerry Erisa, February 10, 2015
   • 7 replies
   • 2.6k views
   • 
   • Jerry Erisa
   • March 6, 2015

2. 2014 filed in 2017

   By ombskid, November 20, 2017
   • 2 replies
   • 561 views
   • 
   • RatherBeGolfing
   • November 21, 2017

3. 2015 5500-EZ

   By goldtpa, November 5, 2015
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • November 6, 2015

4. 2016 Form 5500

   By Tom Poje, October 20, 2016
   • 1 reply
   • 1.2k views
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   • K2retire
   • October 20, 2016

5. 2018 5500-EZ Lines 6a2, 7a, 9

   By BT, July 17, 2019
   • 6 replies
   • 1.2k views
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   • BadgerDon
   • September 17, 2021

6. 2019 extensions

   By pmacduff, February 8, 2021
   • 14 replies
   • 1.8k views
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   • Lou S.
   • February 10, 2021

7. 2019 Non-calendar 1 man 5500 SF or EZ?

   By Lou S., February 18, 2021
   • 3 replies
   • 443 views
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   • Lou S.
   • February 19, 2021

8. 2020 Form 5500-SF -- No Longer Owner-Only Plan

   By mwyatt, January 5, 2021
   • 1 reply
   • 651 views
   • 
   • C. B. Zeller
   • January 5, 2021

9. 2020 Form 5500-SF for owner-only

   By John Feldt ERPA CPC QPA, July 24, 2020
   • 2 replies
   • 1.2k views
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   • Luke Bailey
   • July 25, 2020

10. 2021 5500 for new plan - docs signed in 2022

    By doombuggy, October 3, 2022
    • 3 replies
    • 628 views
    • 
    • Bri
    • October 4, 2022

11. 2021 PBGC Forms

    By ConnieStorer, April 30, 2021
    • 2 replies
    • 533 views
    • 
    • Lois Baker
    • May 3, 2021

12. 2022 5558 extensions

    By pmacduff, August 14, 2023
    • 5 replies
    • 874 views
    • 
    • pmacduff
    • August 15, 2023

13. 2023 5500 Participant Count

    By Rayofsunshine, November 21, 2023
    • 3 replies
    • 1.2k views
    • 
    • Rayofsunshine
    • November 22, 2023

14. 2023 Form 5500-EZ fill-in version not yet available

    By kpension, January 18, 2024
    • 1 reply
    • 656 views
    • 
    • Lois Baker
    • January 30, 2024

15. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA, January 30, 2024
    • 1 reply
    • 2.3k views
    • 
    • RatherBeGolfing
    • January 30, 2024

16. 2023 Start up plan 5500 audit requirements

    By MicheleH, October 20, 2023
    • 2 replies
    • 1.1k views
    • 
    • MicheleH
    • October 20, 2023

17. 2024 first year 5500-SF, prior year no filing owner only plan

    By LMK TPA, September 15, 2025
    • 5 replies
    • 2.7k views
    • 
    • Paul I
    • September 24, 2025

18. 250 steep penalty

    By SSRRS, October 20, 2022
    • 10 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 25, 2022

19. 2A - Form 5500

    By pixmax, June 9, 2009
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 9, 2009

20. 2nd Year Plan w/ No Assets

    By Guest notapensiongeek, December 15, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 16, 2006

21. 3 digit plan number

    By Belgarath, August 27, 2009
    • 2 replies
    • 4.7k views
    • 
    • Bird
    • August 28, 2009

22. 3 digit plan number

    By Belgarath, October 28, 2008
    • 2 replies
    • 2.6k views
    • 
    • Belgarath
    • October 28, 2008

23. 3 Years of 5500's Filed Under Incorrect EIN

    By 415 Limit, July 21, 2010
    • 2 replies
    • 1.9k views
    • 
    • 415 Limit
    • July 24, 2010

24. 3(16) Plan Administrator; 2 signatures needed on 5500?

    By BG5150, October 17, 2016
    • 16 replies
    • 5.9k views
    • 
    • austin3515
    • October 19, 2016

25. 3(16) Signing 5500

    By SSSCCH, January 29, 2016
    • 9 replies
    • 2.3k views
    • 
    • BG5150
    • February 2, 2016

26. 401(a) Thrift Plan issues

    By bzorc, April 18, 2023
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • April 19, 2023

27. 401k plan holds mortgage for owner residence

    By TPApril, September 28, 2015
    • 8 replies
    • 1.2k views
    • 
    • jpod
    • October 6, 2015

28. 401k Plan w/ Life Insurance Policies

    By austin3515, December 9, 2015
    • 1 reply
    • 939 views
    • 
    • rcline46
    • December 9, 2015

29. 401K Trust Statement

    By Guest Form5500, November 3, 2010
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • November 4, 2010

30. 403(b) Plan -using 404(c)

    By Guest Catherine M. Peery, June 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 3, 2010

31. 403(b) Plan filings

    By Belgarath, May 8, 2024
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • August 9, 2024

32. 403(b) plan with 125 participants, all of whom are exempt per FAB 2009-02

    By Santo Gold, July 28, 2010
    • 1 reply
    • 884 views
    • 
    • SheilaD
    • July 28, 2010

33. 403b 5500

    By Santo Gold, December 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 24, 2009

34. 403b Form 5500

    By Richard Anderson, September 22, 2010
    • 0 replies
    • 900 views
    • 
    • Richard Anderson
    • September 22, 2010

35. 403b with no participants?

    By Guest Michael Scott, September 17, 2010
    • 1 reply
    • 942 views
    • 
    • Santo Gold
    • September 18, 2010

36. 404c compliance

    By Guest CJDwyer, August 24, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • August 31, 2000

37. 412 contribution - DB plans

    By Guest meggie, September 14, 2001
    • 5 replies
    • 2k views
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    • Kristina
    • September 17, 2001

38. 412(e) Plans

    By jkdoll2, June 4, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 9, 2010

39. 412(i) Plans

    By davef, August 4, 2010
    • 0 replies
    • 933 views
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    • davef
    • August 4, 2010

40. 412(i) plans and Schedule B

    By Guest flyfisher, January 29, 2004
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2004

41. 4T - Multiple Employer Code

    By 5500Nerd, October 16, 2024
    • 0 replies
    • 668 views
    • 
    • 5500Nerd
    • October 16, 2024

42. 5 years of 5500s filed under wrong EIN

    By Spencer, June 8, 2010
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • June 8, 2010

43. 5% Reportable Transactions in Defined Contribution Plans

    By pitkofsky, February 3, 2017
    • 3 replies
    • 6.9k views
    • 
    • My 2 cents
    • February 3, 2017

44. 52/53 week plan year

    By Guest cosmo01, June 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • June 24, 2003

45. 52/53 Week Plan Year and EBSA

    By mwyatt, September 7, 2011
    • 7 replies
    • 2.7k views
    • 
    • mwyatt
    • November 4, 2011

46. 5330 - Late earnings contribution

    By katie58, July 16, 2009
    • 2 replies
    • 2.7k views
    • 
    • katie58
    • July 21, 2009

47. 5330 - PTIN required?

    By CJS07, July 20, 2011
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • July 21, 2011

48. 5330 Excise Tax

    By CJS07, July 16, 2009
    • 0 replies
    • 1.1k views
    • 
    • CJS07
    • July 16, 2009

49. 5330 Not extended

    By CJS07, October 9, 2014
    • 1 reply
    • 913 views
    • 
    • ESOP Guy
    • October 9, 2014

50. 5330 paid preparer

    By Guest bernie lomax, August 4, 2009
    • 1 reply
    • 2k views
    • 
    • Bill Presson
    • August 4, 2009