Form 5500

3,272 topics in this forum

1. Form 5500 for Merged Plan

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

2. Form 5500 for MEWA?

   By Guest lawdawg, July 12, 2001
   • 1 reply
   • 2.2k views
   • 
   • Steve72
   • July 13, 2001

3. Form 5500 for SIMPLE Plans?

   By k man, April 16, 2001
   • 1 reply
   • 2.6k views
   • 
   • wmyer
   • April 16, 2001

4. Form 5500 for the 1999 plan year - Final Return--for defined benefit p

   By Guest meggie, July 21, 2000
   • 1 reply
   • 2.1k views
   • 
   • mwyatt
   • July 25, 2000

5. Form 5500 for Welfare Benefit Plans

   By Nancy D, January 23, 2012
   • 1 reply
   • 1k views
   • 
   • Guest
   • January 23, 2012

6. Form 5500 form late filing thru DFVCP

   By Mohan, February 27
   • 2 replies
   • 1.4k views
   • 
   • Mohan
   • February 27

7. Form 5500 in year of Asset Sale

   By Guest RW, May 4, 2000
   • 0 replies
   • 2k views
   • 
   • Guest
   • May 4, 2000

8. Form 5500 Line 5

   By JButtrick, June 16, 2004
   • 5 replies
   • 2.3k views
   • 
   • E as in ERISA
   • June 16, 2004

9. Form 5500 Line 7b and 7C

   By Alex Daisy, May 27, 2009
   • 2 replies
   • 1.5k views
   • 
   • Bill Presson
   • May 27, 2009

10. Form 5500 line 7G

    By Guest Aspencer, December 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2004

11. Form 5500 Line 7h

    By Belgarath, February 3, 2006
    • 5 replies
    • 3.6k views
    • 
    • WDIK
    • February 6, 2006

12. Form 5500 Merged Plans

    By Vlad401k, April 21, 2015
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • April 21, 2015

13. Form 5500 never filed

    By nancy, March 23, 2017
    • 12 replies
    • 2.1k views
    • 
    • benconsulting
    • March 25, 2017

14. Form 5500 Not Signed - letter from IRS

    By Guest twoodman, September 10, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • September 10, 2012

15. Form 5500 Number Participants

    By Guest 401kproman, March 28, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 28, 2002

16. Form 5500 or 5500-SF

    By JoshuaP123, March 20, 2019   

    • 5500sf
    • 5500
    • (and 1 more)

      Tagged with:

      • 5500sf
      • 5500
      • real estate
    • 4 replies
    • 934 views
    • 
    • Bird
    • March 22, 2019

17. Form 5500 partic./employee count

    By Guest Achilles, October 13, 2001
    • 2 replies
    • 2.4k views
    • 
    • mwyatt
    • October 15, 2001

18. Form 5500 Plan Characteristic Codes

    By jsmith1985, October 15, 2014
    • 5 replies
    • 3.6k views
    • 
    • jsmith1985
    • October 16, 2014

19. Form 5500 Poll

    By Guest mcapcpa, June 4, 2002
    • 7 replies
    • 1.8k views
    • 
    • JohnCheek
    • June 8, 2002

20. form 5500 proposed changes for 2016 (Compliance questions)

    By Tom Poje, April 1, 2016
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 6, 2016

21. Form 5500 Question #7

    By Guest RMV, April 27, 2000
    • 4 replies
    • 3.6k views
    • 
    • Greg Judd
    • May 2, 2000

22. Form 5500 Rejection Due to Incomplete IQPA report

    By Renafesq, May 23, 2023
    • 8 replies
    • 1.5k views
    • 
    • Peter Gulia
    • May 24, 2023

23. Form 5500 Required

    By Guest cease, July 31, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • July 31, 2003

24. Form 5500 required for vision plan?

    By John A, June 14, 2002
    • 1 reply
    • 1.9k views
    • 
    • JohnCheek
    • June 17, 2002

25. Form 5500 Requirement

    By Guest MbCarey, August 16, 2010
    • 4 replies
    • 1.2k views
    • 
    • MBCarey
    • August 16, 2010

26. Form 5500 requirement

    By Guest moseelig, February 15, 2012
    • 0 replies
    • 801 views
    • 
    • Guest
    • February 15, 2012

27. Form 5500 requirements for startup plan with no contributions (Cash Basis)

    By Guest JasonElliott, August 8, 2005
    • 5 replies
    • 1.6k views
    • 
    • JanetM
    • August 11, 2005

28. Form 5500 Sans Audit Report

    By austin3515, October 6, 2022
    • 34 replies
    • 3.6k views
    • 
    • austin3515
    • March 22, 2023

29. Form 5500 Sch H loans rolled into Plan

    By pmacduff, March 28, 2017
    • 3 replies
    • 1k views
    • 
    • pmacduff
    • March 29, 2017

30. Form 5500 Sch R

    By ESOP Guy, October 13, 2011
    • 0 replies
    • 775 views
    • 
    • ESOP Guy
    • October 13, 2011

31. Form 5500 Sch SB Prefix

    By Lou S., January 14, 2020
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • January 16, 2020

32. Form 5500 Schedule A

    By Guest Annette Leerhoff, May 30, 2012
    • 0 replies
    • 998 views
    • 
    • Guest
    • May 30, 2012

33. Form 5500 Schedule A

    By Guest Annette Leerhoff, September 28, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2011

34. Form 5500 Schedule C Service Codes

    By TPABob, July 19, 2022
    • 1 reply
    • 1.1k views
    • 
    • ERISAGal
    • July 20, 2022

35. Form 5500 Schedule G

    By MoShawn, June 5, 2013
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • June 5, 2013

36. Form 5500 Schedule H

    By pitkofsky, April 20, 2016
    • 3 replies
    • 2.5k views
    • 
    • david rigby
    • April 21, 2016

37. Form 5500 Schedule H

    By pitkofsky, April 20, 2016
    • 1 reply
    • 902 views
    • 
    • TPAMan
    • April 20, 2016

38. Form 5500 Schedule H and Audit Financials - VEBA

    By vanders2240, July 26, 2018   

    • veba
    • wrap
    • (and 3 more)

      Tagged with:

      • veba
      • wrap
      • 5500
      • schedule h
      • audit
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • July 30, 2018

39. Form 5500 Schedule H Income

    By Andy the Actuary, March 4, 2013
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 4, 2013

40. Form 5500 Schedule I Line 4 Questions - Value to report

    By mwyatt, August 9, 2004
    • 14 replies
    • 3k views
    • 
    • AndyH
    • August 25, 2004

41. Form 5500 Schedule T inquiry

    By Guest LVanSteeter, October 12, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 12, 2004

42. Form 5500 SF

    By Guest Jstriley, June 9, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • June 10, 2010

43. Form 5500 SF- Line 8f

    By Guest vsinicrope, April 30, 2014   

    • fees
    • commissions
    • (and 2 more)

      Tagged with:

      • fees
      • commissions
      • 8f
      • 5500SF
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 8, 2014

44. Form 5500 Software, Pros and Cons

    By Ken_BenefitScape, March 13, 2020
    • 10 replies
    • 2.7k views
    • 
    • Larry Starr
    • March 26, 2020

45. Form 5500 sole proprietor with PT employee

    By thepensionmaven, July 12, 2018
    • 3 replies
    • 626 views
    • 
    • cpc0506
    • July 14, 2018

46. Form 5500 Sponsors name change after close of pye

    By Guest EDSAADE, June 12, 2002
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • June 14, 2002

47. Form 5500 SSA

    By pmacduff, February 28, 2008
    • 3 replies
    • 1.9k views
    • 
    • Lori Friedman
    • February 28, 2008

48. Form 5500 Training

    By Guest kabmaxx, June 18, 2001
    • 5 replies
    • 3.8k views
    • 
    • Theresa Lynn
    • June 20, 2001

49. Form 5500 v Schedule A

    By Guest SuzieQNEC, June 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 10, 2009

50. Form 5500 vs Form 5500-SF

    By doombuggy, August 10, 2010
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 10, 2010