Form 5500

3,281 topics in this forum

1. No fidelity bond = No exemption?

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

2. 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

3. Large plan vs small plan filing

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

4. New Schedule C form

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

5. Erroneous Late Filing notices on second listed plan on 5558

   By mwyatt, March 8, 2011
   • 2 replies
   • 1.2k views
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   • mwyatt
   • March 31, 2011

6. Employers required to provide each participant in the plan a copy of t

   By Guest rachd, January 29, 2003
   • 2 replies
   • 1.2k views
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   • Mike Preston
   • January 31, 2003

7. Item 7g

   By Guest Giovanni, August 23, 2001
   • 2 replies
   • 1.5k views
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   • Guest
   • August 27, 2001

8. Final 5500 for merged plan

   By Guest CTYSON, October 25, 2001
   • 2 replies
   • 1.9k views
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   • david rigby
   • October 26, 2001

9. Failure to file Schedule SSA - Appropriate Method of Correction

   By Guest rocnrols2, March 18, 2003
   • 2 replies
   • 1.7k views
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   • Tom Poje
   • July 26, 2011

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 P

    By abanky, August 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Leopurrd
    • August 16, 2005

12. Plan went under 100 participants

    By JKW, February 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • February 7, 2012

13. Form 5500 for 2014 calendar year

    By chc93, February 7, 2014
    • 2 replies
    • 2k views
    • 
    • chc93
    • February 7, 2014

14. 5500 EZ DFVC

    By austin3515, May 19, 2014
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • May 20, 2014

15. orphan plan final form 5500

    By Guest Georgia1, September 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2009

16. Writing in info the EZ that is mailed to IRS

    By SSRRS, October 13, 2024
    • 2 replies
    • 702 views
    • 
    • SSRRS
    • October 15, 2024

17. Form 5500 on EFAST prior to 2009

    By PensionPro, December 18, 2025
    • 2 replies
    • 395 views
    • 
    • thepensionmaven
    • December 20, 2025

18. schedule b and valuation date

    By abanky, April 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • abanky
    • April 13, 2007

19. Audit Report Attached to 5500

    By Spencer, December 7, 2017   

    • 5500 audit accountant opinion iqpa
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • December 7, 2017

20. Amended 5500

    By Guest notapensiongeek, December 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 2008

21. Typo on Participant Count

    By EPCRSGuru, November 10, 2020
    • 2 replies
    • 944 views
    • 
    • Belgarath
    • November 11, 2020

22. How to report loans on Form 5500

    By KevinMc, July 16, 2009
    • 2 replies
    • 4.2k views
    • 
    • BG5150
    • July 17, 2009

23. 5500 - Schedule C reporting

    By Alex Daisy, August 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 13, 2010

24. 5330 - Late earnings contribution

    By katie58, July 16, 2009
    • 2 replies
    • 2.8k views
    • 
    • katie58
    • July 21, 2009

25. Schedule T

    By Guest LVanSteeter, August 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 19, 2003

26. Retiree Medical Form 5500 Participant Count Question

    By Guest erisaguru, April 4, 2005
    • 2 replies
    • 2.1k views
    • 
    • Don Levit
    • April 15, 2005

27. Definition of plan participant

    By Guest S Craig, April 10, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 13, 2006

28. 2008 and 2009 filings

    By Dazednconfused, October 13, 2010
    • 2 replies
    • 938 views
    • 
    • Bird
    • October 14, 2010

29. Has missed past 2 5500 filings

    By Santo Gold, June 14, 2007
    • 2 replies
    • 1.7k views
    • 
    • jpod
    • June 14, 2007

30. 5500 Attachment Checklist

    By Andy the Actuary, July 18, 2010
    • 2 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • July 21, 2010

31. Avoid future audit?

    By Jed Macy, February 9, 2012
    • 2 replies
    • 4.3k views
    • 
    • Tom Poje
    • February 9, 2012

32. DFVC Questions - can fees be waived

    By TPApril, December 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • December 20, 2013

33. 5500 line 8

    By Guest TAG, October 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 7, 2003

34. Date on Form 5558

    By Guest txtech, July 20, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 20, 2005

35. Form 5558

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

36. 5558 for new plan

    By pmacduff, July 29, 2015
    • 2 replies
    • 967 views
    • 
    • My 2 cents
    • July 29, 2015

37. DFVC - quick question

    By Guest m.n.ouellette, September 17, 2010
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • September 17, 2010

38. 5500ez's for controlled group

    By TPApril, September 14, 2022
    • 2 replies
    • 449 views
    • 
    • TPApril
    • September 21, 2022

39. 5500 EZ for Father Son Corporation

    By commishvp, November 30, 2004
    • 2 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • November 30, 2004

40. Schedule I - Greater than 20% in single security

    By MarZDoates, April 5, 2005
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 5, 2005

41. American Funds Trust Reportd

    By thepensionmaven, October 20, 2025
    • 2 replies
    • 351 views
    • 
    • thepensionmaven
    • October 21, 2025

42. Extension date request for an October 1st plan year end.

    By jsample, February 15, 2024
    • 2 replies
    • 626 views
    • 
    • Paul I
    • February 16, 2024

43. Pension benefits codes (5500 Q8a) -- Profit Sharing Plan w/412(i)

    By Guest 2stressed, July 19, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 26, 2004

44. I need to amend a 5558

    By AlbanyConsultant, October 5, 2005
    • 2 replies
    • 1.9k views
    • 
    • Earl
    • October 5, 2005

45. Insurance policies and the premium payments on 5500

    By Alex Daisy, June 21, 2016
    • 2 replies
    • 1k views
    • 
    • Alex Daisy
    • June 21, 2016

46. Form 5500 form late filing thru DFVCP

    By Mohan, February 27, 2025
    • 2 replies
    • 1.5k views
    • 
    • Mohan
    • February 27, 2025

47. IQPA and 5500 for terminated/merged plan

    By Guest Asvedlow, June 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • ERISA25
    • January 31, 2011

48. 5500 or EZ?

    By mming, September 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2004

49. Plan Audit: failure to file, now caught

    By Guest BWORC, August 12, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 18, 2008

50. Bond for small plan audit waiver greater than 500K?

    By jkharvey, June 2, 2015
    • 2 replies
    • 798 views
    • 
    • Doghouse
    • June 2, 2015