Form 5500

3,277 topics in this forum

1. Extensions Not Scanned, right?

   By austin3515, April 27, 2011
   • 2 replies
   • 1k views
   • 
   • mwyatt
   • May 2, 2011

2. Small Plan Audit and SAR

   By kocak, September 17, 2002
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • September 19, 2002

3. 401K Trust Statement

   By Guest Form5500, November 3, 2010
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • November 4, 2010

4. DFVC Program procedures

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

5. Form 5500-EZ

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

6. Trust reports to Plan Administrators due by certain day?

   By BG5150, August 12, 2016
   • 2 replies
   • 876 views
   • 
   • Bill Presson
   • August 12, 2016

7. Prevailing Wage Participant Count

   By Catch22PGM, May 14, 2020   

   • david bacon; sca; service contract act
   • 2 replies
   • 1.1k views
   • 
   • Catch22PGM
   • May 18, 2020

8. question on schedule I -re. real estate

   By SSRRS, September 11, 2020
   • 2 replies
   • 614 views
   • 
   • SSRRS
   • September 11, 2020

9. Failure to Timely File 5500 - Relief Under DFVCP

   By David Olive, August 15, 2021
   • 2 replies
   • 778 views
   • 
   • BG5150
   • August 24, 2021

10. Form 8955--SSA

    By EPCRSGuru, December 11, 2023
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • December 11, 2023

11. Trust ID number - any way to verify???

    By maverick, February 4, 2002
    • 2 replies
    • 2k views
    • 
    • maverick
    • February 4, 2002

12. Form 5500-EZ

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

13. New threshold for 5500-EZ

    By Earl, June 12, 2007
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • June 12, 2007

14. Master Trust/MTIA Form 5500 filings

    By Guest LAnderson, May 23, 2005
    • 2 replies
    • 6.8k views
    • 
    • 401(k)guru
    • May 27, 2005

15. multiple-employer plan

    By blue, July 12, 2007
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 12, 2007

16. Form 5500

    By DTH, April 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

17. Form 5500-EZ

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

18. Schedule T

    By Lori Foresz, May 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 1, 2004

19. 5500 Attachment Upload Error

    By WhatsESUP, March 21, 2018   

    • 5500
    • audited financial statements
    • (and 1 more)

      Tagged with:

      • 5500
      • audited financial statements
      • efast
    • 2 replies
    • 818 views
    • 
    • Kristina
    • March 22, 2018

20. Sale of Actuarial Firm signing Schedule Bs

    By Guest meggie, February 5, 2004
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 5, 2004

21. Schedule R for Money Purchase Plan

    By Guest jusducki, May 23, 2005
    • 2 replies
    • 1.2k views
    • 
    • wmyer
    • May 23, 2005

22. Source for old f5500 codes?

    By J Simmons, January 4, 2010
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 4, 2010

23. Form 5500-SF for 2010 plan year

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

24. RGF Web Client workflow?

    By TPAnnie, September 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • September 21, 2010

25. Bonding exceptions

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

26. What happens when DoL finds no bond?

    By Jed Macy, April 22, 2003
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • April 23, 2003

27. Reading 5500's

    By Guest mcarlson, February 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • GBurns
    • February 16, 2006

28. failure to implement automatic deferral provision 5500

    By R. Butler, August 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • R. Butler
    • August 11, 2010

29. Schedule Q

    By Guest Asvedlow, June 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2001

30. Control Group Defined

    By Guest SuperRob, April 16, 2008
    • 2 replies
    • 2.3k views
    • 
    • maverick
    • April 16, 2008

31. Another Schedule C Question

    By austin3515, May 16, 2014
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • May 10, 2016

32. DFVCP Filing for Pre-1999 years

    By trumpy43560, August 16, 2016
    • 2 replies
    • 1k views
    • 
    • Flyboyjohn
    • August 17, 2016

33. Questionable Filing Status

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

34. Prior 5500 filer, now qualifies for ez....

    By Guest jusducki, May 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2004

35. Insurance

    By Guest Achilles, July 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 16, 2004

36. Short Plan year question/audit exception

    By Guest Bearlee, January 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • January 4, 2007

37. 5500-SF Line 8F

    By Guest toddsander, June 18, 2010
    • 2 replies
    • 3.2k views
    • 
    • Bird
    • June 22, 2010

38. Excess annual addition - 5330?

    By CJS07, October 17, 2016
    • 2 replies
    • 866 views
    • 
    • My 2 cents
    • October 20, 2016

39. MTIA / Master Trust Investment Account Setup

    By 5500sorBust, May 31, 2023
    • 2 replies
    • 1k views
    • 
    • Bug on my window
    • June 2, 2023

40. 80 - 120 Participant Rule

    By Guest A White, November 3, 2006
    • 2 replies
    • 2.5k views
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    • Below Ground
    • November 3, 2006

41. Final 5500 on merged plan

    By dmwe, October 12, 2010
    • 2 replies
    • 2k views
    • 
    • dmwe
    • October 13, 2010

42. 2015 5500-EZ

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

43. DFVCP Penalty Calculator

    By Susan S., October 18, 2016
    • 2 replies
    • 1.7k views
    • 
    • Susan S.
    • October 18, 2016

44. How many times can you amend Form 5500?

    By AdKu, August 30, 2018
    • 2 replies
    • 1.1k views
    • 
    • AdKu
    • September 5, 2018

45. Do all qualified plans need to include Schedule T with their 5500 fili

    By Guest Peter Riggins, August 30, 2000
    • 2 replies
    • 1.9k views
    • 
    • Kristina
    • September 12, 2000

46. Receivables

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

47. No fidelity bond = No exemption?

    By Guest MarkN, February 5, 2004
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • February 5, 2004

48. How to complete form 5500-EZ for 2003 after GUST amendment

    By Guest dgoldie, April 13, 2004
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

49. Large plan vs small plan filing

    By Guest susa, May 3, 2004
    • 2 replies
    • 2k views
    • 
    • Theresa Lynn
    • May 4, 2004

50. New Schedule C form

    By Belgarath, May 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • May 25, 2009