Form 5500

3,272 topics in this forum

1. Attach auditor's opinion or entire audit report?

   By Flyboyjohn, March 14, 2013
   • 4 replies
   • 5.3k views
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   • Guest
   • June 3, 2013

2. ERISA Plan Number

   By Guest akwallace, August 2, 2004
   • 1 reply
   • 5.3k views
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   • WDIK
   • August 2, 2004

3. Form 8955-SSA

   By MarZDoates, December 10, 2013
   • 3 replies
   • 5.3k views
   • 
   • My 2 cents
   • December 10, 2013

4. Schedule H

   By Guest Lex, August 15, 2002
   • 6 replies
   • 5.3k views
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   • Tom Poje
   • July 5, 2011

5. Established a Plan but no assets

   By TPA Bob, October 6, 2016
   • 12 replies
   • 5.3k views
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   • Mike Preston
   • October 9, 2016

6. Reportable Transaction

   By Guest cascigm, September 8, 2005
   • 4 replies
   • 5.2k views
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   • R. Butler
   • September 20, 2005

7. 5500 Schedule H - Money Market Mutual Funds

   By Guest mpark2, September 23, 2004
   • 6 replies
   • 5.2k views
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   • Lori Friedman
   • October 6, 2004

8. Short Plan Year 2015 Form 5500

   By tpacpa, July 21, 2015   

   • Form 5500
   • Form 5500-SUP
   • 11 replies
   • 5.2k views
   • 
   • My 2 cents
   • July 22, 2015

9. Signing Form 5500-SF

   By DPSRich, June 23, 2010
   • 9 replies
   • 5.2k views
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   • Guest
   • August 27, 2010

10. Relius Web Client - Processing Stopped

    By Guest JPIngold, June 15, 2010
    • 19 replies
    • 5.2k views
    • 
    • Guest
    • August 24, 2010

11. 8955-SSA Terminated Plan

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

12. Retrieve old 5500 from IRS/DOL

    By ombskid, June 19, 2007
    • 5 replies
    • 5.2k views
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    • ombskid
    • June 20, 2007

13. Is participant count on 5500 really that important?

    By Guest IluvNewComp, October 9, 2010
    • 18 replies
    • 5.1k views
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    • PensionPro
    • October 29, 2010

14. Schedule of Assets - Sch H, Line 4i

    By Alex Daisy, July 2, 2008
    • 1 reply
    • 5.1k views
    • 
    • Tom Poje
    • July 7, 2008

15. One 5500 for two plans?

    By Guest, April 4, 2000
    • 11 replies
    • 5.1k views
    • 
    • BeckyMiller
    • January 10, 2001

16. Changing from Cash to Accrual Basis on Forms

    By BG5150, June 21, 2012
    • 6 replies
    • 5.1k views
    • 
    • Bill Presson
    • June 25, 2012

17. 5500 or 5500EZ

    By Guest sueczer, May 30, 2006
    • 11 replies
    • 5.1k views
    • 
    • Guest
    • July 21, 2010

18. Late filing of Form 5500

    By wsp, October 20, 2003
    • 8 replies
    • 5.1k views
    • 
    • Guest
    • November 7, 2003

19. Form 5500EZ

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

20. Stop Loss?

    By SLuskin, September 4, 2012
    • 2 replies
    • 5.1k views
    • 
    • SLuskin
    • September 12, 2012

21. P-215 EFAST2 Warning Plan Termination

    By 401(k)guru, July 21, 2010
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 5, 2010

22. New procedure when plan sponsor changes EIN... must file 5500 showing zero participants?

    By AlbanyConsultant, July 19, 2018
    • 8 replies
    • 5k views
    • 
    • Molly the cat
    • March 27, 2019

23. Terminated Plan - 5500 Rejected by DOL in Error

    By BeanCounterBlues, May 22, 2012
    • 3 replies
    • 4.9k views
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    • Tom Poje
    • June 26, 2012

24. 5558 Street Address?

    By Lou S., July 24, 2015
    • 3 replies
    • 4.9k views
    • 
    • Bird
    • July 27, 2015

25. Final Distribution of Plan Assets

    By Guest lawdawg, July 8, 2009
    • 10 replies
    • 4.9k views
    • 
    • WDIK
    • July 17, 2009

26. Schedule A and 5500 SF

    By Dazednconfused, March 3, 2010
    • 3 replies
    • 4.9k views
    • 
    • chc93
    • March 8, 2010

27. How are ETF's classified?

    By Guest curmudgeon, March 16, 2005
    • 4 replies
    • 4.8k views
    • 
    • JanetM
    • March 17, 2005

28. 5500 Penalties due to in accurate data

    By TPApril, April 13, 2015
    • 4 replies
    • 4.8k views
    • 
    • RatherBeGolfing
    • February 23, 2021

29. Fiduciary Liability for signing Form 5500

    By Below Ground, April 13, 2018
    • 15 replies
    • 4.8k views
    • 
    • smokin
    • April 17, 2018

30. Sungard/Relius Govenment Forms

    By Lou S., October 14, 2010
    • 14 replies
    • 4.8k views
    • 
    • Guest
    • October 29, 2010

31. Schedule D - when to file?

    By Guest ForteT, August 9, 2000
    • 3 replies
    • 4.8k views
    • 
    • Guest
    • August 16, 2000

32. Form 5500-SUP

    By buckaroo, October 24, 2014
    • 19 replies
    • 4.8k views
    • 
    • austin3515
    • November 14, 2014

33. SAR for a Plan Merged In?

    By austin3515, November 1, 2012
    • 7 replies
    • 4.8k views
    • 
    • chc93
    • November 2, 2012

34. Stable Value Fund and Schedule H

    By Guest jefe96, April 3, 2007
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • June 20, 2007

35. Converting Regular 401K To Solo 401K?

    By pone55, February 19, 2017   

    • solo401k
    • 23 replies
    • 4.7k views
    • 
    • K2retire
    • February 23, 2017

36. New 5500 Search Website is Pretty Cool!

    By austin3515, January 4, 2022
    • 5 replies
    • 4.7k views
    • 
    • Bri
    • January 14, 2022

37. Form 5500 Filing for Non-qualified Restoration Plan

    By Guest FredBaragona, October 12, 2000
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • October 12, 2000

38. What's an Acknowledgment Plan Number number?

    By 12AX7, May 29, 2010
    • 2 replies
    • 4.7k views
    • 
    • 12AX7
    • June 1, 2010

39. Schedule A for ASO's not required to file

    By TPApril, April 1, 2014
    • 0 replies
    • 4.7k views
    • 
    • TPApril
    • April 1, 2014

40. 3 digit plan number

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

41. Severance Pay Plan - info to be included?

    By Guest calcu, January 19, 2005
    • 10 replies
    • 4.7k views
    • 
    • Guest
    • January 24, 2005

42. SOP 94-4-1 & Form 5500

    By Guest LauraVanSteeter, June 28, 2007
    • 3 replies
    • 4.6k views
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    • sbutler
    • September 17, 2007

43. Partial Form 5500 - Large Plans

    By Guest JHeller, October 4, 2010
    • 19 replies
    • 4.6k views
    • 
    • Guest
    • October 7, 2010

44. Amended 5500

    By J2D2, July 22, 2002
    • 5 replies
    • 4.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 14, 2002

45. Large Plan Participant Count, 80-120 rule

    By K-t-F, March 17, 2009
    • 6 replies
    • 4.5k views
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    • BG5150
    • March 18, 2009

46. Limited Scope Audit & Accountant's Opinion

    By Leopurrd, February 8, 2006
    • 4 replies
    • 4.5k views
    • 
    • Lori Friedman
    • February 9, 2006

47. Form 5330 due date

    By rlb64, September 27, 2005
    • 1 reply
    • 4.5k views
    • 
    • Belgarath
    • September 27, 2005

48. Broker Fees and Commissions

    By J Simmons, May 18, 2008
    • 4 replies
    • 4.5k views
    • 
    • J Simmons
    • May 19, 2008

49. P.S. 58 costs reported on 1099-R should include "waiver of premiu

    By maverick, January 11, 2002
    • 3 replies
    • 4.5k views
    • 
    • Kirk Maldonado
    • February 9, 2002

50. SSA Count

    By Leopurrd, May 18, 2006
    • 20 replies
    • 4.5k views
    • 
    • Guest
    • June 26, 2009