Form 5500

3,277 topics in this forum

1. participant count - union employees

   By pmacduff, April 27, 2011
   • 1 reply
   • 1.6k views
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   • Bird
   • April 27, 2011

2. Schedule I - A really quick question

   By Lori Friedman, July 12, 2006
   • 2 replies
   • 1.6k views
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   • Guest
   • July 13, 2006

3. Copies of optically scannable forms?

   By Guest, January 25, 2001
   • 1 reply
   • 1.6k views
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   • Kristina
   • January 29, 2001

4. Special Extension for Form 5500s due to Covid 19

   By 5500Nerd, March 30, 2020
   • 4 replies
   • 1.6k views
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   • 5500Nerd
   • March 30, 2020

5. Keogh 5500 extension

   By Guest Nautical, July 20, 2004
   • 1 reply
   • 1.6k views
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   • wmyer
   • July 20, 2004

6. Form 5500

   By Guest jkrad, June 18, 2003
   • 1 reply
   • 1.6k views
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   • Harwood
   • June 18, 2003

7. Was this plan covered by a fidelity bond?

   By Peter Gulia, August 8, 2023
   • 4 replies
   • 1.6k views
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   • Peter Gulia
   • August 8, 2023

8. Receivables

   By Guest pjb, November 14, 2003
   • 2 replies
   • 1.6k views
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   • Guest
   • November 14, 2003

9. Schedule H

   By Guest padmin, June 27, 2006
   • 1 reply
   • 1.6k views
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   • JanetM
   • June 27, 2006

10. 5500 for a PEP

    By BG5150, October 11, 2022
    • 3 replies
    • 1.6k views
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    • Below Ground
    • October 12, 2022

11. using 2007 Form 5500 for 2008 plan year

    By chc93, November 4, 2008
    • 4 replies
    • 1.6k views
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    • chc93
    • November 5, 2008

12. Self-funded group medical plan

    By SLuskin, October 30, 2001
    • 2 replies
    • 1.6k views
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    • SLuskin
    • November 7, 2001

13. DFE code G

    By oriecat, March 20, 2003
    • 1 reply
    • 1.6k views
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    • oriecat
    • April 2, 2003

14. Annual Form 5500 required for welfare plans for a company with fewer t

    By Guest Bob W, October 18, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 20, 2000

15. "Participant" for purposes of Form 5500 reporting

    By Guest IU1994, August 12, 2005
    • 2 replies
    • 1.6k views
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    • Archimage
    • August 17, 2005

16. Schedule A

    By Guest ak, July 7, 2006
    • 3 replies
    • 1.6k views
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    • JanetM
    • July 7, 2006

17. Is an accountants report always needed for large plans?

    By Santo Gold, September 7, 2005
    • 2 replies
    • 1.6k views
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    • Santo Gold
    • September 7, 2005

18. 5500 Electronic Filing in 2008, Schedule B requirements

    By Guest meghanmonkey, May 15, 2007
    • 0 replies
    • 1.6k views
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    • Guest
    • May 15, 2007

19. Schedule H - Liabilities

    By fiona1, September 29, 2004
    • 5 replies
    • 1.6k views
    • 
    • fiona1
    • September 29, 2004

20. Filing Schedule P for Delinquent Form 5500 for 2003

    By PensionPro, February 4, 2025
    • 4 replies
    • 1.6k views
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    • PensionPro
    • February 5, 2025

21. 5500 instructions

    By Tom Poje, February 27, 2004
    • 3 replies
    • 1.6k views
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    • jquazza
    • March 18, 2004

22. modified cash accounting method

    By B21, September 23, 2019
    • 1 reply
    • 1.6k views
    • 
    • Dalai Pookah
    • October 1, 2019

23. Schedule A - Part III

    By TPApril, August 15, 2011
    • 1 reply
    • 1.6k views
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    • Guest
    • October 2, 2011

24. Filing 5500, after 5500EZ's in the past

    By Richard Anderson, August 29, 2001
    • 1 reply
    • 1.6k views
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    • wmyer
    • August 29, 2001

25. Late 5500 - Penalty charged

    By 52626, August 21, 2014
    • 4 replies
    • 1.6k views
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    • Kevin C
    • August 22, 2014

26. Do you count receivables in the Sched I Line 4i calc?

    By AlbanyConsultant, May 12, 2005
    • 2 replies
    • 1.6k views
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    • WDIK
    • May 16, 2005

27. 2011 Form 8955 SSA Released

    By DPSRich, March 20, 2012
    • 5 replies
    • 1.6k views
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    • Tom Poje
    • April 5, 2012

28. Can money purchase plan contributions be reported on a cash basis on S

    By John A, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Moe Howard
    • October 24, 2000

29. Rounding

    By david rigby, March 26, 2004
    • 2 replies
    • 1.6k views
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    • MGB
    • March 26, 2004

30. 2008 Form 5500 Schedule H - reporting mutual fund dividends

    By Guest Lin Qian, January 12, 2010
    • 1 reply
    • 1.6k views
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    • Below Ground
    • February 2, 2010

31. I'm reviewing a non-profit and trying to connect 5500 form data to its 990 form, but I'm noticing some differences in lots of data points. How do I reconcile that?

    By Cubs1908, May 25, 2024
    • 8 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • May 29, 2024

32. Amended Form 5500 and accountant's opinion

    By Guest PiggyBank, August 3, 2010
    • 0 replies
    • 1.6k views
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    • Guest
    • August 3, 2010

33. Late Form 5500 filing for LTD plan

    By alexa, January 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • alexa
    • January 10, 2002

34. Stupid 8955-SSA form

    By Guest Brenda Schachle, January 5, 2012
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 5, 2012

35. Form 5500-SF Part VIII 14a

    By TH 401k, May 7, 2025
    • 4 replies
    • 1.6k views
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    • Paul I
    • May 7, 2025

36. 5500 filed late, not under DFVCP, then employer received CP283 penalty notice and paid it

    By Belgarath, December 3, 2024
    • 3 replies
    • 1.6k views
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    • thepensionmaven
    • October 23, 2025

37. Schedule I, 4i

    By Guest Victoria Pelletiere, July 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 19, 2001

38. Final Form 5500 Question

    By bzorc, August 29, 2016
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • August 29, 2016

39. Is this a PT?

    By Guest 5500, October 12, 2005
    • 3 replies
    • 1.6k views
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    • JanetM
    • October 12, 2005

40. deliquent 5500 filing: DFVCP or not?

    By Guest cbev, March 8, 2007
    • 1 reply
    • 1.6k views
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    • WDIK
    • March 8, 2007

41. 2015 5500-EZ

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

42. 5500EZ Proposed Penalties

    By Guest RLMCPA, June 3, 2008
    • 2 replies
    • 1.6k views
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    • Earl
    • June 8, 2008

43. Enforcement Activity Around Missing Form 5500s

    By 401 Chaos, November 8, 2012
    • 3 replies
    • 1.6k views
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    • 401 Chaos
    • August 17, 2013

44. IFILE Acknowledgement ID

    By austin3515, October 15, 2010
    • 5 replies
    • 1.6k views
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    • austin3515
    • October 17, 2010

45. Merged plan - Who signs the Form 5500?

    By Lori Friedman, October 1, 2008
    • 4 replies
    • 1.6k views
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    • JanetM
    • October 2, 2008

46. Form 5558 Filing Extension for 3/31/10 PYE

    By MoShawn, October 29, 2010
    • 2 replies
    • 1.6k views
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    • austin3515
    • October 31, 2010

47. 5500s for New Plans

    By Guest erisafried, August 21, 2001
    • 6 replies
    • 1.6k views
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    • Guest
    • August 22, 2001

48. Participants reported with a Code A, then reported as a D, then payments cease before final pay out

    By buckaroo, October 26, 2018
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • November 19, 2018

49. Privacy concerns and Form 5500

    By Craig Garner, November 2, 2012
    • 9 replies
    • 1.6k views
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    • K2retire
    • November 6, 2012

50. Charge for copying 5500

    By MarZDoates, June 24, 2005
    • 2 replies
    • 1.6k views
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    • Andy the Actuary
    • March 22, 2011