Form 5500

3,272 topics in this forum

1. Form 5500's for plan terminated in 2004

   By Belgarath, May 8, 2007
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • May 10, 2007

2. Form 5500/Severance Plan

   By Guest ladler, May 6, 2003
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • May 20, 2003

3. Form 5500EZ

   By Guest shirahbell, July 25, 2007
   • 12 replies
   • 5.1k views
   • 
   • jpod
   • December 21, 2007

4. Form 5500EZ

   By UtahCPA-APA, June 29, 2012
   • 2 replies
   • 1.1k views
   • 
   • K2retire
   • June 29, 2012

5. Form 5500EZ Exemption

   By Guest sdolce, October 10, 2001
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • October 10, 2001

6. form 5500ez late in first year

   By Draper55, January 10, 2014   

   • reasonable cause
   • 3 replies
   • 1.3k views
   • 
   • Draper55
   • January 13, 2014

7. Form 5500EZ, assets dip below $250,000

   By Basically, July 20, 2022
   • 8 replies
   • 7.8k views
   • 
   • WDIK
   • July 1, 2024

8. Form 5500ez, plan terminated in dec 2023 dividend rolled over in 2024

   By Hope123, July 31, 2024
   • 0 replies
   • 378 views
   • 
   • Hope123
   • July 31, 2024

9. Form 5500SF

   By Kevin01, May 25, 2010
   • 4 replies
   • 1.8k views
   • 
   • Kevin01
   • May 27, 2010

10. Form 5500SF and Code 4R

    By pjr@frdayton.com, October 12, 2020
    • 1 reply
    • 989 views
    • 
    • FORMER ESQ.
    • October 12, 2020

11. Form 5500SF and Plan holding DFE

    By Guest Ian Paige, June 3, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2010

12. Form 5500SF Signature

    By MBCarey, June 7, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2010

13. Form 5500SF to Form 5500EZ

    By Pensions2020, August 31, 2020
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • September 2, 2020

14. Form 5558

    By MBCarey, February 9, 2012
    • 2 replies
    • 1.4k views
    • 
    • MBCarey
    • February 9, 2012

15. Form 5558

    By Hojo, July 25, 2012
    • 2 replies
    • 1.3k views
    • 
    • Hojo
    • July 25, 2012

16. Form 5558

    By DPSRich, June 23, 2010
    • 8 replies
    • 2.9k views
    • 
    • My 2 cents
    • August 30, 2010

17. Form 5558

    By Guest Rutager, October 9, 2008
    • 6 replies
    • 3.1k views
    • 
    • BG5150
    • January 30, 2009

18. Form 5558

    By pgold, April 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 16, 2006

19. Form 5558

    By Guest HiKidsImASrPensionAdmin, June 29, 2006
    • 9 replies
    • 3.6k views
    • 
    • Belgarath
    • July 25, 2006

20. Form 5558

    By MBCarey, July 7, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • July 8, 2010

21. Form 5558

    By Guest charan, July 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002

22. form 5558

    By Tom Poje, June 2, 2016
    • 1 reply
    • 897 views
    • 
    • GMK
    • June 2, 2016

23. Form 5558 - 10/15 or 10/17?

    By PAL, July 15, 2011
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • July 16, 2011

24. Form 5558 - Who can sign?

    By Guest jhilliard, July 30, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 2003

25. Form 5558 "Authorized Representative"

    By TPApril, May 14, 2012
    • 1 reply
    • 1.2k views
    • 
    • TPApril
    • May 14, 2012

26. Form 5558 and SSA

    By Janice F, July 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • July 14, 2011

27. Form 5558 Employer/Plan name change

    By pmacduff, July 24, 2014
    • 4 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 25, 2014

28. Form 5558 extension-not filed in time?

    By Guest 401KTPA, August 2, 2005
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 2, 2005

29. Form 5558 Filed Until 9-15-14

    By khn, September 24, 2014
    • 5 replies
    • 932 views
    • 
    • khn
    • September 25, 2014

30. Form 5558 Filing Extension for 3/31/10 PYE

    By MoShawn, October 29, 2010
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 31, 2010

31. Form 5558 old form vs new form

    By Golgi, July 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • QNPG
    • July 12, 2011

32. Form 5558 overnight mail address

    By PAL, July 29, 2008
    • 4 replies
    • 3.1k views
    • 
    • PAL
    • July 29, 2008

33. Form 5558 Rejection

    By Guest padmin, February 4, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2010

34. Form 5558 still filed with IRS?

    By SMB, March 27, 2001
    • 1 reply
    • 1.9k views
    • 
    • Kristina
    • March 27, 2001

35. Form 5558 was filed without EIN

    By jkharvey, August 7, 2012
    • 0 replies
    • 895 views
    • 
    • jkharvey
    • August 7, 2012

36. Form 8822-B

    By Bird, December 26, 2019
    • 5 replies
    • 3.3k views
    • 
    • digger
    • February 14, 2020

37. Form 8822-B - change in responsible party

    By Kevin C, November 19, 2013
    • 5 replies
    • 3.4k views
    • 
    • Bill Presson
    • November 21, 2013

38. Form 8955 Deliquent filing

    By Tom, December 13, 2017
    • 2 replies
    • 960 views
    • 
    • Kristina
    • December 14, 2017

39. Form 8955 SSA

    By DPSRich, November 21, 2011
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • November 23, 2011

40. Form 8955 SSA

    By DPSRich, November 24, 2011
    • 4 replies
    • 2k views
    • 
    • david rigby
    • November 25, 2011

41. Form 8955--SSA

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

42. Form 8955-SSA

    By mming, December 23, 2011
    • 0 replies
    • 892 views
    • 
    • mming
    • December 23, 2011

43. form 8955-ssa

    By Tom Poje, January 12, 2011
    • 0 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 12, 2011

44. Form 8955-SSA

    By Guest 4:15 Limit, November 29, 2011
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 29, 2011

45. Form 8955-SSA

    By Guest money40, May 4, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 13, 2011

46. Form 8955-SSA

    By DPSRich, October 18, 2011
    • 2 replies
    • 1.3k views
    • 
    • chc93
    • October 18, 2011

47. Form 8955-SSA

    By DPSRich, December 1, 2011
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • December 1, 2011

48. Form 8955-SSA

    By Guest ERISAphile, January 12, 2012
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • January 12, 2012

49. Form 8955-SSA

    By CLE401kGuy, October 28, 2011
    • 1 reply
    • 988 views
    • 
    • shERPA
    • October 28, 2011

50. Form 8955-SSA

    By DPSRich, June 20, 2011
    • 13 replies
    • 3.7k views
    • 
    • DMcGovern
    • June 21, 2011