Form 5500

3,277 topics in this forum

1. Small plan audit waiver question

   By Belgarath, February 21, 2002
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • March 2, 2002

2. 5558 for plan to be filing DFVC

   By TPApril, July 28, 2017
   • 4 replies
   • 1.5k views
   • 
   • RatherBeGolfing
   • July 29, 2017

3. Is a VEBA that is set up as a medical expense reimbursement plan required to file a 5500?

   By katieinny, April 21, 2004
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • April 22, 2004

4. 5500 Forms

   By Guest Kjack, March 6, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 12, 2002

5. Form 5500-EZ Part III Question

   By Francis, September 29, 2017   

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

6. Retroactive fidelity bond for large plan?

   By TPApril, March 29, 2024
   • 6 replies
   • 1.5k views
   • 
   • Peter Gulia
   • April 5, 2024

7. Medical Plan 5500s

   By Guest Shanka, January 7, 2002
   • 1 reply
   • 1.5k views
   • 
   • KJohnson
   • January 7, 2002

8. 5500

   By Guest eruiz, October 4, 2007
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • October 5, 2007

9. What is participant count at BOY for a new Plan?

   By Guest michaelv, May 24, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • May 24, 2001

10. Filing of Sch. SSA of 5500 of the receiving plan

    By gle318612, August 11, 2009
    • 2 replies
    • 1.5k views
    • 
    • PensionPro
    • August 15, 2009

11. Schedule T li

    By kmciver, May 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • kmciver
    • May 23, 2002

12. Does participant have right to Schedule SSA?

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

13. Waiver? Plan has been owner only for years, but still files 5500

    By Jim Chad, July 10, 2007
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • July 11, 2007

14. 8955-SSA & a rehire

    By doombuggy, October 2, 2015   

    • Form 8955-SSA
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 5, 2015

15. Summary Annual Report (SAR)

    By Jilliandiz, November 13, 2008
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • November 13, 2008

16. Loans and Schedule of Assets Held for Investment (Sch. H)

    By steve-o, October 26, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • October 26, 2004

17. DOL challenging valuation of assets, etc.

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

18. Relius Web Client

    By Guest grzesiu, October 14, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2011

19. statutory exclusion for participant count?

    By Guest lindamichals, May 19, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2005

20. Change EOY Plan to BOY Plan

    By jkdoll2, April 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • April 15, 2009

21. How to distribute the SAR

    By Guest Powers, July 26, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 26, 2012

22. Insufficient information to complete 5500

    By Guest SuzieQNEC, October 22, 2009
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • October 22, 2009

23. Form 5500 - new compliance questions.

    By Belgarath, February 14, 2024
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • February 15, 2024

24. When is schedule T required

    By Guest James Osterhaus, May 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 21, 2001

25. Which form to file?

    By Guest penman, January 13, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 17, 2005

26. Delinquent Form 5500-EZ's

    By 415 Limit, June 17, 2010
    • 1 reply
    • 1.5k views
    • 
    • Andy the Actuary
    • June 17, 2010

27. Form 5500 line 7G

    By Guest Aspencer, December 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2004

28. Schedule P

    By Guest tcunagin, August 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • August 9, 2001

29. Amended 5500 and nonaffected Schedules

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

30. Overpayment of QDRO

    By msmith, September 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • September 18, 2013

31. Owner Only Defined Benefit Plan, EZ or not?

    By CTipper, January 7, 2010
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • January 11, 2010

32. Anything new or changed for 2000 forms and schedules?

    By John A, November 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Theresa Lynn
    • November 7, 2000

33. Late 5500's

    By Guest willow, September 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • September 28, 2005

34. 5500EZ Question 10c

    By Guest jusducki, January 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • January 3, 2007

35. Should 5500 be filed with State?

    By Guest JDVJr, July 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2002

36. What constitutes a change in plan year?

    By Guest LFrankel, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 22, 2002

37. Audit type - limited scope or full scope to mark on Sch H if more than one investment platform that is subject to different audit requirements

    By legort69, August 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 11, 2004

38. Sch I for Sect 125 plan.

    By Guest Alison Harrel Williams, October 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 9, 2000

39. 5500 ez or SF

    By Tom Poje, December 23, 2011
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 23, 2011

40. Schedule I question 4k Bonding

    By PFranckowiak, August 19, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • September 2, 2010

41. Extensions for PYE 1/31/2013

    By Rob P, October 14, 2013
    • 9 replies
    • 1.5k views
    • 
    • Rob P
    • October 15, 2013

42. Unrealized gain - Terminated plan

    By Lori Friedman, March 28, 2008
    • 6 replies
    • 1.5k views
    • 
    • Lori Friedman
    • March 29, 2008

43. Form 5500 for cancer plan w/<100 & premium paid all by ee?

    By Guest cstrong, September 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2005

44. Incorrect BOY participant Count

    By Guest PES, October 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 10, 2002

45. Plan Number

    By PMC, September 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 19, 2007

46. Schedule I - Late Deferral Payments

    By Guest revier, September 28, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lori Friedman
    • September 30, 2004

47. SAR for 2-participant plan

    By SMB, September 26, 2001
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 26, 2001

48. Relius 5500-EZ Validation Error

    By austin3515, September 29, 2010
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 29, 2010

49. Blackout Notice (Line 4n)

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

50. 5500 due for "orphan" plan

    By ljr, February 4, 2005
    • 0 replies
    • 1.5k views
    • 
    • ljr
    • February 4, 2005