Form 5500

3,277 topics in this forum

1. 5558 Incorrect IRS Approval Letters

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

2. Sch. B for Form 5500EZ

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

3. Does participant have right to Schedule SSA?

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

4. VALIC

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

5. Extension Denials

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

6. Form 8955-SSA

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

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

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

8. If and when is the SSA going away?

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

9. Form 8955-SSA

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

10. DB Plan 2023 Schedule R line 21a

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

11. 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

12. 5500 Requirement for Start Up plan

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

13. Overpaid on a DFVC filing

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

14. MP amended to PS

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

15. 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
    • 
    • thepensionmaven
    • October 23, 2025

16. Schedule P

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

17. 5500SF Is this Term Participant counted in 12/31/2023 headcount

    By cheersmate, October 5, 2024   

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

18. copies of 5500 filings

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

19. Health Plan VEBA and Sch P

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

20. Form 5500-EZ never required

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

21. Audit will not be ready

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

22. 5500: reporting life insurance premium

    By doombuggy, May 21, 2015   

    • lie insurance
    • 5500
    • 3 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • May 21, 2015

23. Profit Share Deduction

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

24. Self Funded Welfare Benefit Plan

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

25. 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

26. Schedule D with ING Plans

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

27. Schedule A and "back" commissions

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

28. Amended 5500 and nonaffected Schedules

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

29. Final 5500 for merged MPP?

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

30. 5500 with fewer than 100 participants

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

31. DOL challenging valuation of assets, etc.

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

32. 5500 Due Date for 6/30/2015 plan year

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

33. 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

34. SSA information in statement to terminated participants

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

35. Late 5500

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

36. 5500 Audit Requirements

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

37. 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

38. Create EFAST Credentials to file AMENDED 5500-SF

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

39. Company Health Insurance - Not A Plan Asset

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

40. Schedule C Questions

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

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

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

42. Schedule I, Line 4a

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

43. 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

44. EFAST2 filing

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

45. Form 5500 - Invested 100% in one fund

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

46. "Participant" for purposes of Form 5500 reporting

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

47. Settlement income received after final 5500 filed

    By Guest LoloV, November 14, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 17, 2003

48. Coverage Question

    By Gilmore, April 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • April 12, 2004

49. Employer for 5500EZ

    By Draper55, March 27, 2019
    • 2 replies
    • 665 views
    • 
    • CuseFan
    • March 28, 2019

50. Relius WebClient

    By Guest Jennyb473, June 17, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2010