Form 5500

3,277 topics in this forum

1. Split Plan into 2 Plans with one investment contract

   By Guest, September 28, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 28, 2000

2. Number of participants?

   By Guest Green92, August 31, 2007
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 31, 2007

3. The Form 5500 for a Short Plan Year Ending in 2000

   By Guest J_Cira_70, November 13, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • November 13, 2000

4. MP amended to PS

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

5. 5500

   By Guest mariaguzzetta, July 23, 2002
   • 3 replies
   • 1.6k views
   • 
   • Kristina
   • July 30, 2002

6. VCR Plan for Cafeteria Plan 5500s

   By SLuskin, July 10, 2001
   • 1 reply
   • 1.6k views
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   • Steve72
   • July 10, 2001

7. VALIC

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

8. Filings requirement for sole proprieter who owns a separate LLC

   By R. Butler, August 30, 2005
   • 5 replies
   • 1.6k views
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   • R. Butler
   • August 31, 2005

9. EFAST2

   By wmyer, June 17, 2004
   • 2 replies
   • 1.6k views
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   • Theresa Lynn
   • July 19, 2004

10. Expanded 5500 Reporting for 403b Plans

    By Guest Retirement4Life, March 11, 2008
    • 1 reply
    • 1.6k views
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    • BeckyMiller
    • March 11, 2008

11. Reporting REIT assets

    By Guest phyphy, May 26, 2004
    • 0 replies
    • 1.6k views
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    • Guest
    • May 26, 2004

12. 5500 Plan Characteristics Code 3C

    By jkharvey, April 3, 2015
    • 0 replies
    • 1.6k views
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    • jkharvey
    • April 3, 2015

13. Relius Gov't Forms not printing

    By Dinosaur, October 19, 2010
    • 4 replies
    • 1.6k views
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    • TPAMan
    • October 19, 2010

14. What year change from 100,000 to 250,000 for EZ

    By Richard Anderson, May 11, 2010
    • 1 reply
    • 1.6k views
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    • WDIK
    • May 11, 2010

15. Prohibited Transaction on late employer contribution?

    By jquazza, October 13, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 14, 2004

16. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 16, 2011

17. Group Annuity Separate Account

    By PAL, June 3, 2008
    • 2 replies
    • 1.6k views
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    • PAL
    • June 3, 2008

18. Transfer of assets equals new plan?

    By Spencer, September 13, 2012
    • 2 replies
    • 1.6k views
    • 
    • Spencer
    • September 13, 2012

19. Schedule SSA for 2004

    By Guest RayBerry, May 2, 2005
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • May 4, 2005

20. DFVC Program procedures

    By Guest Barge Girl, April 25, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 25, 2002

21. Schedule C - Service Provider

    By emmetttrudy, September 19, 2013
    • 3 replies
    • 1.6k views
    • 
    • Calavera
    • September 20, 2013

22. Participant count and Schedule I

    By BG5150, August 14, 2009
    • 4 replies
    • 1.6k views
    • 
    • pmacduff
    • August 14, 2009

23. EFAST2 Invalidates XML

    By Andy the Actuary, August 30, 2011
    • 0 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • August 30, 2011

24. Fidelity Bonds > $500K - record amt or $500K?

    By TPApril, August 14, 2021
    • 12 replies
    • 1.6k views
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    • TPApril
    • August 19, 2021

25. Use of 1/2 as an entry date to delay 80/120 rule

    By Guest GuyHockerIII, April 7, 2014
    • 8 replies
    • 1.6k views
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    • shERPA
    • May 5, 2014

26. New Plan 5500 Dates

    By Guest MCarey1, May 2, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 4, 2002

27. SAR to Include or Not Include the Paperwork Reduction Act Blurb?

    By 5500Nerd, July 1, 2024
    • 4 replies
    • 1.6k views
    • 
    • 5500Nerd
    • July 12, 2024

28. Questionable Filing Status

    By Guest ANNEBV, July 13, 2001
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • July 15, 2001

29. Schedule E

    By Guest Bob Lees, October 26, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 6, 2001

30. 5500EZ late filing

    By Bird, June 10, 2019
    • 9 replies
    • 1.6k views
    • 
    • bzorc
    • June 24, 2019

31. 5500 required for only 1099 contractors?

    By CaliBen, July 17, 2019
    • 8 replies
    • 1.6k views
    • 
    • CaliBen
    • July 22, 2019

32. Bonding question

    By BG5150, July 20, 2012
    • 10 replies
    • 1.6k views
    • 
    • Doghouse
    • July 26, 2012

33. 5500 auditor report not independent

    By Guest rulesrulesrules, December 27, 2007
    • 2 replies
    • 1.6k views
    • 
    • BeckyMiller
    • January 7, 2008

34. Please Help Me-5500

    By stephen20, July 24, 2020
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 27, 2020

35. Plan Term. 5500 on extension?

    By Guest CCarter, February 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • February 4, 2003

36. Do we need to amend last year's 5500?

    By Guest notapensiongeek, August 30, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 31, 2006

37. Is this a Master Trust

    By Guest esi-jht, March 29, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 29, 2006

38. Schedule D, and line 1(c) on the Schedule H.

    By Belgarath, January 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • January 6, 2005

39. Schedule T Line 3 exceptions

    By Richard Anderson, September 21, 2001
    • 3 replies
    • 1.6k views
    • 
    • Richard Anderson
    • October 8, 2001

40. Employer ID number

    By Guest Moira, September 27, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 2006

41. Change of Plan Sponsor - Filing Extension

    By oriecat, April 27, 2004
    • 0 replies
    • 1.6k views
    • 
    • oriecat
    • April 27, 2004

42. 5500EZ required with both MP & SEP?

    By Cathy from Chicago, December 19, 2000
    • 2 replies
    • 1.6k views
    • 
    • Cathy from Chicago
    • December 19, 2000

43. Bonding exceptions

    By Guest EBC, September 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • Kristina
    • September 17, 2001

44. Controlled group of corporations, 5500 was incorrectly filed for each

    By R. Butler, May 17, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • June 8, 2001

45. Late filing Penalty

    By hunter001, May 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • 12AX7
    • May 7, 2010

46. Final 5500EZ

    By Karen McIver, July 17, 2019
    • 4 replies
    • 1.5k views
    • 
    • Kristina
    • July 18, 2019

47. 5500 has not been filed

    By PainPA, May 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • May 13, 2008

48. new schedule C - indirect compensation

    By Guest allen293, April 15, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 2009

49. Processing Stopped Flipping?

    By austin3515, October 12, 2010
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • October 14, 2010

50. Need form 5500 for plan with no assets?

    By Louis, December 15, 2017   

    • form 5500
    • robs
    • 2 replies
    • 1.5k views
    • 
    • goldtpa
    • December 18, 2017