Form 5500

3,281 topics in this forum

1. Controlled Groups and the new 5500

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

2. SAR via email?

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

3. DFVCP Payment

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

4. 132 plan - 5500 neded?

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

5. 5558 Incorrect IRS Approval Letters

   By bcmom, August 3, 2023
   • 3 replies
   • 1.3k views
   • 
   • Lou S.
   • August 7, 2023

6. Sch. B for Form 5500EZ

   By Guest, September 19, 2000
   • 3 replies
   • 1.9k views
   • 
   • Theresa Lynn
   • September 20, 2000

7. Does participant have right to Schedule SSA?

   By Medusa, February 18, 2002
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • February 19, 2002

8. VALIC

   By austin3515, October 6, 2014
   • 3 replies
   • 1.6k views
   • 
   • austin3515
   • October 7, 2014

9. Extension Denials

   By Earl, September 9, 2015
   • 3 replies
   • 1.3k views
   • 
   • Earl
   • September 25, 2015

10. Form 8955-SSA

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

11. New Plan for 2013 plan year - IRS Notice about missing 2012 filing

    By mwyatt, August 21, 2014
    • 3 replies
    • 881 views
    • 
    • chc93
    • August 22, 2014

12. If and when is the SSA going away?

    By BG5150, September 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2006

13. Form 8955-SSA

    By Guest tmsjc, December 20, 2011
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 21, 2011

14. DB Plan 2023 Schedule R line 21a

    By Panda, October 4, 2024
    • 3 replies
    • 646 views
    • 
    • Bri
    • October 4, 2024

15. Reporting PS Contribution on Sched. I and 5500

    By Guest BarryK, May 13, 2004
    • 3 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2004

16. 5500 Requirement for Start Up plan

    By MBCarey, May 17, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2011

17. Overpaid on a DFVC filing

    By thepensionmaven, November 9, 2022
    • 3 replies
    • 612 views
    • 
    • thepensionmaven
    • November 10, 2022

18. MP amended to PS

    By Guest LVanSteeter, April 24, 2002
    • 3 replies
    • 1.6k views
    • 
    • pjkoehler
    • April 25, 2002

19. 5500 filed late, not under DFVCP, then employer received CP283 penalty notice and paid it

    By Belgarath, December 3, 2024
    • 3 replies
    • 1.7k views
    • 
    • thepensionmaven
    • October 23, 2025

20. Schedule P

    By jane123, March 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • jane123
    • March 17, 2003

21. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate, October 5, 2024   

    • 5500sf headcount
    • who counts on 5500sf
    • 3 replies
    • 774 views
    • 
    • Paul I
    • October 5, 2024

22. copies of 5500 filings

    By Guest ckolodziej, April 24, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 25, 2002

23. Health Plan VEBA and Sch P

    By alexa, January 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • January 9, 2003

24. Form 5500-EZ never required

    By Lori Foresz, October 1, 2003
    • 3 replies
    • 1.6k views
    • 
    • Lori Foresz
    • October 2, 2003

25. Audit will not be ready

    By Lori H, October 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Lori H
    • October 8, 2010

26. 5500: reporting life insurance premium

    By doombuggy, May 21, 2015   

    • lie insurance
    • 5500
    • 3 replies
    • 2.9k views
    • 
    • ETA Consulting LLC
    • May 21, 2015

27. Profit Share Deduction

    By coleboy, January 26, 2018
    • 3 replies
    • 917 views
    • 
    • Larry Starr
    • January 30, 2018

28. Self Funded Welfare Benefit Plan

    By nancy, March 31, 2005
    • 3 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • April 4, 2005

29. ESOP and Form 5500 Schedule H

    By BeccaERISA, October 30, 2015   

    • ESOP
    • Form 5500
    • (and 2 more)

      Tagged with:

      • ESOP
      • Form 5500
      • leveraged
      • Schedule I
    • 3 replies
    • 1.9k views
    • 
    • BeccaERISA
    • October 30, 2015

30. Schedule D with ING Plans

    By commishvp, March 23, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 24, 2009

31. Schedule A and "back" commissions

    By Sara Hotvedt, June 10, 2021
    • 3 replies
    • 1.7k views
    • 
    • Sara Hotvedt
    • June 11, 2021

32. Amended 5500 and nonaffected Schedules

    By mwyatt, June 17, 2003
    • 3 replies
    • 1.5k views
    • 
    • KateSmithPA
    • June 26, 2003

33. Final 5500 for merged MPP?

    By TBob, April 8, 2004
    • 3 replies
    • 1.1k views
    • 
    • WDIK
    • April 8, 2004

34. 5500 with fewer than 100 participants

    By bcspace, March 24, 2010
    • 3 replies
    • 1.7k views
    • 
    • J Simmons
    • March 26, 2010

35. DOL challenging valuation of assets, etc.

    By J Simmons, June 9, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • June 10, 2007

36. 5500 Due Date for 6/30/2015 plan year

    By austin3515, April 13, 2016
    • 3 replies
    • 941 views
    • 
    • austin3515
    • April 13, 2016

37. 5500 due today (4/16) or tomorrow (4/17)

    By Santo Gold, April 16, 2012
    • 3 replies
    • 1.3k views
    • 
    • Santo Gold
    • April 17, 2012

38. SSA information in statement to terminated participants

    By Guest, March 21, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 22, 2001

39. Late 5500

    By R. Butler, July 14, 2006
    • 3 replies
    • 2.5k views
    • 
    • Santo Gold
    • March 14, 2007

40. 5500 Audit Requirements

    By Guest SANSIMA, August 22, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 5, 2001

41. Should a DC or DB plan ever use the Welfare Benefit Feature code 4B -

    By John A, August 2, 2000
    • 2 replies
    • 2.4k views
    • 
    • John A
    • August 2, 2000

42. Create EFAST Credentials to file AMENDED 5500-SF

    By AllThingsForGood, October 8, 2024
    • 2 replies
    • 891 views
    • 
    • AllThingsForGood
    • October 8, 2024

43. Company Health Insurance - Not A Plan Asset

    By Alex Daisy, October 2, 2008
    • 2 replies
    • 938 views
    • 
    • Guest
    • October 8, 2008

44. Schedule C Questions

    By 12AX7, April 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • April 23, 2010

45. Plan effective 2023 but adopted in 2024--5500 needed?

    By BG5150, October 8, 2024
    • 2 replies
    • 677 views
    • 
    • BG5150
    • October 8, 2024

46. Schedule I, Line 4a

    By Archimage, January 15, 2002
    • 2 replies
    • 2k views
    • 
    • JohnCheek
    • January 16, 2002

47. Sched G & Sched - Line 4a & d - Late Remittance of employee contributions

    By Guest Chaffee, October 2, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2003

48. EFAST2 filing

    By pmacduff, April 27, 2011
    • 2 replies
    • 1.1k views
    • 
    • TPAMan
    • April 27, 2011

49. Form 5500 - Invested 100% in one fund

    By austin3515, February 6, 2012
    • 2 replies
    • 1k views
    • 
    • K2retire
    • February 6, 2012

50. "Participant" for purposes of Form 5500 reporting

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