Form 5500

3,277 topics in this forum

1. 5500 Ownership/HR or Finance?

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

2. Large Plan Audits

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

3. 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
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   • John A
   • March 3, 2000

4. 2009 Form 5500 / Shc H & I Compliance Questions

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

5. Terminated Plan - 5500 Rejected by DOL in Error

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

6. 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

7. Pooled separate account and Schedule D

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

8. 5500-SF or Long Form

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

9. Abatement of $150,000 Late Filing Penalty

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

10. 80-120 Participant Rule

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

11. Late employee contributions question

    By Guest LVanSteeter, June 17, 2004
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 18, 2004

12. 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

13. Final IRS Form 5500 Filing Requirement

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

14. Machine Print/Handprint Dilemma

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

15. Schedule A

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

16. Previously unrelated adopting ers now related

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

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

    By Peter Gulia, February 8, 2021   

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

18. 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

19. Schedule I; 4e Fidelity Bond Question

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

20. 5500's for Indian Tribes

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

21. Form 5500 for Merged Plan

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

22. I file or other methods

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

23. 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

24. New Plan, no assets

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

25. 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

26. Form 5500-EZ

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

27. 5500EZ to a 5500

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

28. Going from EZ to 5500 back to EZ

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

29. Ineligible employees allowed to participate in error

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

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

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

31. Weflare Benefit

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

32. New Plan Audit Requirement for Large Plan status

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

33. Late Filing, IRS vs. DOL

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

34. SARs - Fees for copying

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

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

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

36. 8955 SSA - 2 questions

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

37. No Schedule A?

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

38. 5500 efast2 filing date

    By TPApril, January 31, 2013
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 31, 2013

39. Terminated DB

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

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

    By KevinMc, January 26, 2015
    • 3 replies
    • 2.4k views
    • 
    • Lou S.
    • March 2, 2015

41. Old SSAs filed

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

42. Plan merger reporting - GRRR!

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

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

    By Archimage, October 18, 2013
    • 3 replies
    • 2.3k views
    • 
    • Everett Moreland
    • October 21, 2013

44. Tuition Reimbursement Plan

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

45. correction of EIN on 5500s

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

46. Any Recourse for the 5558 Being Filed Late?

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

47. Controlled Groups and the new 5500

    By Guest Rudy, June 13, 2000
    • 3 replies
    • 3k views
    • 
    • Dawn Hafner
    • June 14, 2000

48. SAR via email?

    By doombuggy, May 24, 2012
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • May 25, 2012

49. DFVCP Payment

    By Guest Scarlet Knight, October 27, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2009

50. 132 plan - 5500 neded?

    By Guest cculhane, June 16, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 25, 2001