Form 5500

3,281 topics in this forum

1. Mailing Form 5558 for confirmed delivery

   By Tom, July 22, 2024
   • 3 replies
   • 821 views
   • 
   • Tom
   • July 22, 2024

2. audit needed no longer

   By JKW, February 11, 2016
   • 3 replies
   • 1.1k views
   • 
   • JKW
   • February 25, 2016

3. Form 5500-EZ with 2 Total Participants?

   By Vlad401k, May 26, 2021
   • 3 replies
   • 1.1k views
   • 
   • BG5150
   • May 26, 2021

4. Final 5500-EZ needed for under $250k?

   By doombuggy, May 12, 2023
   • 3 replies
   • 933 views
   • 
   • doombuggy
   • May 12, 2023

5. 5500 Ownership/HR or Finance?

   By Guest Diane Furry, April 1, 2002
   • 3 replies
   • 2.8k views
   • 
   • david rigby
   • April 1, 2002

6. Large Plan Audits

   By T.J. Orr, July 10, 2002
   • 3 replies
   • 2.2k views
   • 
   • JohnCheek
   • July 16, 2002

7. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

   By Guest, March 3, 2000
   • 3 replies
   • 2.5k views
   • 
   • John A
   • March 3, 2000

8. 2009 Form 5500 / Shc H & I Compliance Questions

   By Jean, August 31, 2009
   • 3 replies
   • 1.8k views
   • 
   • Bird
   • September 1, 2009

9. Terminated Plan - 5500 Rejected by DOL in Error

   By BeanCounterBlues, May 22, 2012
   • 3 replies
   • 5k views
   • 
   • Tom Poje
   • June 26, 2012

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

    By Insurnacegirl555, March 22, 2024   

    • 5500
    • exemption
    • (and 5 more)

      Tagged with:

      • 5500
      • exemption
      • welfare benefit plan-5500?
      • welfare plans
      • welfare
      • 5500sf
      • 5500 - reporting of options
    • 3 replies
    • 1k views
    • 
    • Brian Gilmore
    • March 23, 2024

11. Pooled separate account and Schedule D

    By Richard Anderson, September 27, 2001
    • 3 replies
    • 6.1k views
    • 
    • Kristina
    • October 8, 2001

12. 5500-SF or Long Form

    By Catch22PGM, February 27, 2023
    • 3 replies
    • 633 views
    • 
    • Bri
    • February 28, 2023

13. Abatement of $150,000 Late Filing Penalty

    By austin3515, September 26, 2023
    • 3 replies
    • 1k views
    • 
    • RatherBeGolfing
    • September 27, 2023

14. 80-120 Participant Rule

    By Christine Roberts, April 7, 2000
    • 3 replies
    • 2.9k views
    • 
    • SLuskin
    • April 7, 2000

15. Late employee contributions question

    By Guest LVanSteeter, June 17, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 18, 2004

16. 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

17. Final IRS Form 5500 Filing Requirement

    By Guest pjrieck, July 31, 2002
    • 3 replies
    • 1.9k views
    • 
    • pmacduff
    • August 1, 2002

18. Machine Print/Handprint Dilemma

    By Guest jmurph, February 10, 2000
    • 3 replies
    • 2.5k views
    • 
    • KIP KRAUS
    • April 12, 2000

19. Schedule A

    By pmacduff, July 8, 2009
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 8, 2009

20. Previously unrelated adopting ers now related

    By Kathy, July 30, 2003
    • 3 replies
    • 974 views
    • 
    • Blinky the 3-eyed Fish
    • July 30, 2003

21. Does anything in Form 5500 call for a second organization’s EIN?

    By Peter Gulia, February 8, 2021   

    • employer identification number; ein
    • 3 replies
    • 479 views
    • 
    • Bill Presson
    • February 8, 2021

22. How long do we have to go back and file Form 5500s?

    By Guest Gibson, April 17, 2000
    • 3 replies
    • 6.2k views
    • 
    • Kirk Maldonado
    • April 19, 2000

23. Schedule I; 4e Fidelity Bond Question

    By Guest spanarkle, April 7, 2004
    • 3 replies
    • 1.4k views
    • 
    • Earl
    • May 2, 2004

24. 5500's for Indian Tribes

    By Guest tectulsa, April 20, 2005
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • April 25, 2005

25. Form 5500 for Merged Plan

    By ERISA25, February 1, 2011
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • February 3, 2011

26. I file or other methods

    By SSRRS, April 10, 2025
    • 3 replies
    • 1.5k views
    • 
    • SSRRS
    • April 16, 2025

27. Schedule I line 4i-Does Money Market Account Count as a single security?

    By Guest spanarkle, March 4, 2004
    • 3 replies
    • 3.1k views
    • 
    • Archimage
    • March 19, 2004

28. New Plan, no assets

    By Chey1999, March 17, 2015
    • 3 replies
    • 1k views
    • 
    • My 2 cents
    • March 17, 2015

29. Welfare Benefit Plan - Do I have fewer than 100 employees?

    By Guest LWilson, July 31, 2002
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • July 31, 2002

30. Form 5500-EZ

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

31. 5500EZ to a 5500

    By Guest lindamichals, October 4, 2007
    • 3 replies
    • 2.2k views
    • 
    • WDIK
    • November 12, 2007

32. Going from EZ to 5500 back to EZ

    By Guest nmull22, March 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 28, 2011

33. Ineligible employees allowed to participate in error

    By jpokusa, January 28, 2014
    • 3 replies
    • 996 views
    • 
    • ESOP Guy
    • January 28, 2014

34. Late Filer of 5500-EZ - Old Problem New Questions

    By Guest gilast, September 4, 2005
    • 3 replies
    • 1.9k views
    • 
    • wmyer
    • September 6, 2005

35. Weflare Benefit

    By nancy, February 26, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • March 5, 2009

36. New Plan Audit Requirement for Large Plan status

    By Pammie57, September 4, 2015
    • 3 replies
    • 982 views
    • 
    • Pammie57
    • September 4, 2015

37. Late Filing, IRS vs. DOL

    By Guest merlin, November 22, 2004
    • 3 replies
    • 1.7k views
    • 
    • Leopurrd
    • December 11, 2004

38. SARs - Fees for copying

    By Guest Julie Silverstein, August 24, 2000
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • September 5, 2000

39. DOL/IRS Audit Flag for Change on Schedule A

    By Guest L337pwner5, July 8, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 15, 2008

40. 8955 SSA - 2 questions

    By Guest AHS527, November 7, 2011
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 8, 2011

41. No Schedule A?

    By jkharvey, October 5, 2007
    • 3 replies
    • 2.4k views
    • 
    • jkharvey
    • October 5, 2007

42. 5500 efast2 filing date

    By TPApril, January 31, 2013
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 31, 2013

43. Terminated DB

    By Guest rachd, July 30, 2003
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • July 31, 2003

44. when must a self employed 401-k file form 5500?

    By KevinMc, January 26, 2015
    • 3 replies
    • 2.5k views
    • 
    • Lou S.
    • March 2, 2015

45. Old SSAs filed

    By austin3515, November 29, 2018
    • 3 replies
    • 687 views
    • 
    • ESOP Guy
    • November 30, 2018

46. Plan merger reporting - GRRR!

    By Belgarath, February 11, 2025
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • February 12, 2025

47. Requirements for a Gov't Entity -- Welfare Benefit Plan

    By Archimage, October 18, 2013
    • 3 replies
    • 2.4k views
    • 
    • Everett Moreland
    • October 21, 2013

48. Tuition Reimbursement Plan

    By Guest nlmc18, January 27, 2005
    • 3 replies
    • 2.9k views
    • 
    • Lori Friedman
    • February 2, 2005

49. correction of EIN on 5500s

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 979 views
    • 
    • thepensionmaven
    • April 14, 2020

50. Any Recourse for the 5558 Being Filed Late?

    By mming, October 4, 2014
    • 3 replies
    • 3.2k views
    • 
    • ESOP Guy
    • October 6, 2014