Form 5500

3,277 topics in this forum

1. Form 5500 v Schedule A

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

2. Form 5500 vs Form 5500-SF

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

3. Form 5500- Participant count info on Amer Funds PP Plan

   By Tom, August 30, 2023
   • 2 replies
   • 582 views
   • 
   • ratherbereading
   • August 30, 2023

4. Form 5500-EZ

   By Guest Pat Metallic, August 11, 2009
   • 2 replies
   • 1.1k views
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   • Guest
   • August 12, 2009

5. Form 5500-EZ

   By Dougsbpc, May 26, 2023
   • 2 replies
   • 731 views
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   • Jakyasar
   • May 30, 2023

6. Form 5500-EZ

   By Lori Foresz, April 9, 2004
   • 2 replies
   • 1.2k views
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   • Lame Duck
   • April 9, 2004

7. Form 5500-EZ

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

8. Form 5500-EZ

   By Lori H, May 11, 2009
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • May 11, 2009

9. Form 5500-EZ

   By SMB, June 16, 2010
   • 5 replies
   • 1.4k views
   • 
   • 12AX7
   • June 17, 2010

10. Form 5500-EZ - Owner and Children

    By Vlad401k, October 30, 2023
    • 3 replies
    • 2.1k views
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    • Vlad401k
    • August 6, 2025

11. Form 5500-EZ - paper

    By thepensionmaven, May 31, 2023
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • June 2, 2023

12. Form 5500-EZ ... electronic filing requirement

    By K-t-F, July 27, 2021
    • 4 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • July 27, 2021

13. Form 5500-EZ $250,000 Threshold Determination

    By PensionPro, July 30, 2025
    • 6 replies
    • 1.6k views
    • 
    • PensionPro
    • August 12, 2025

14. Form 5500-EZ Employee Definition

    By MarZDoates, August 13, 2008
    • 8 replies
    • 2.7k views
    • 
    • MarZDoates
    • August 20, 2008

15. Form 5500-EZ Filed Late

    By mming, January 4, 2023
    • 2 replies
    • 677 views
    • 
    • C. B. Zeller
    • January 4, 2023

16. Form 5500-EZ filing

    By Guest pmetallic, September 16, 2004
    • 2 replies
    • 1.9k views
    • 
    • jquazza
    • September 17, 2004

17. Form 5500-EZ for Partners Plan

    By Doghouse, January 18, 2016
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 25, 2017

18. Form 5500-EZ if EE's not eligible?

    By Basically, October 4, 2022
    • 4 replies
    • 701 views
    • 
    • Basically
    • October 28, 2022

19. Form 5500-EZ late filings

    By Guest bernverd, September 20, 2011
    • 1 reply
    • 982 views
    • 
    • 12AX7
    • September 22, 2011

20. Form 5500-EZ line 6a (2) End of year

    By Francis, October 10, 2020
    • 1 reply
    • 698 views
    • 
    • Jakyasar
    • October 10, 2020

21. Form 5500-EZ loan disclosure

    By Guest jaf036, September 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • September 6, 2006

22. Form 5500-EZ mailed to wrong address?

    By Guest lostinpensions, July 29, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 29, 2005

23. Form 5500-EZ never required

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

24. Form 5500-EZ Part III Question

    By Francis, September 29, 2017   

    • 5500-ez
    • 2 replies
    • 1.5k views
    • 
    • Francis
    • September 29, 2017

25. Form 5500-EZ Question

    By Vlad401k, May 19, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 23, 2016

26. Form 5500-EZ Questions

    By soosil, December 28, 2016
    • 2 replies
    • 1.2k views
    • 
    • soosil
    • December 29, 2016

27. Form 5500-EZ with 2 Total Participants?

    By Vlad401k, May 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • May 26, 2021

28. Form 5500-EZ, only for owner & spouse?

    By Guest jvandyke, November 5, 2004
    • 11 replies
    • 4.2k views
    • 
    • K-t-F
    • February 24, 2005

29. Form 5500-Fringe Benefit

    By Guest dsw713, September 16, 2004
    • 4 replies
    • 3.3k views
    • 
    • J Simmons
    • June 26, 2009

30. Form 5500-SF - 2024. Q 14(a)

    By thepensionmaven, September 15, 2025
    • 6 replies
    • 2.9k views
    • 
    • Paul I
    • September 19, 2025

31. Form 5500-SF - One Participant Plan

    By Guest JJWADE, June 9, 2010
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 7, 2010

32. Form 5500-SF Disclosure of Fees

    By TPA Bob, July 18, 2011
    • 0 replies
    • 1.8k views
    • 
    • TPA Bob
    • July 18, 2011

33. Form 5500-sf filed one day late

    By thepensionmaven, April 1, 2021
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • April 1, 2021

34. Form 5500-SF filed with old Employer address

    By karl, August 8, 2022
    • 3 replies
    • 623 views
    • 
    • karl
    • August 8, 2022

35. Form 5500-SF for 2010 plan year

    By chc93, March 25, 2010
    • 2 replies
    • 2k views
    • 
    • chc93
    • March 26, 2010

36. Form 5500-SF for EZ plans

    By TPApril, October 3, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • October 6, 2015

37. Form 5500-SF for partners only plan

    By cpc0506, July 21, 2015
    • 6 replies
    • 1.1k views
    • 
    • chc93
    • July 21, 2015

38. Form 5500-SF Line 14b

    By AmyETPA, April 16, 2024
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • April 16, 2024

39. Form 5500-SF Line 8e

    By steve45, January 22, 2022
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • February 11, 2022

40. Form 5500-SF Part VIII 14a

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

41. Form 5500-SF signature

    By puzzledbypensions, July 25, 2016   

    • 5500 signature
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • July 25, 2016

42. Form 5500-SF vs 5500-EZ and ERISA bond question

    By LMK TPA, September 27, 2024
    • 1 reply
    • 623 views
    • 
    • RatherBeGolfing
    • September 27, 2024

43. Form 5500-SUP

    By buckaroo, October 24, 2014
    • 19 replies
    • 4.8k views
    • 
    • austin3515
    • November 14, 2014

44. Form 5500, item # 7h

    By Guest CharlieLaur, July 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • July 6, 2006

45. Form 5500, Lines 6 and 7

    By steve-o, October 6, 2004
    • 3 replies
    • 1.6k views
    • 
    • steve-o
    • October 7, 2004

46. Form 5500, Schedule A and PSAs

    By RDY2RTR, November 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 2, 2010

47. Form 5500, Schedule C

    By msmith, August 14, 2018
    • 2 replies
    • 720 views
    • 
    • msmith
    • August 22, 2018

48. Form 5500, Schedule C

    By Guest kkesq, January 11, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 11, 2002

49. Form 5500, Schedule D

    By dmb, July 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • July 28, 2005

50. Form 5500, Schedule T, line 4c(4)

    By Guest forum4, October 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 9, 2003