Form 5500

3,277 topics in this forum

1. 2011 Form 8955-SSA

   By justbsur, February 16, 2012
   • 1 reply
   • 1.5k views
   • 
   • ESOP Guy
   • February 22, 2012

2. Change in Control 5500?

   By Guest LVanSteeter, November 17, 2006
   • 3 replies
   • 1.5k views
   • 
   • JanetM
   • November 17, 2006

3. 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

4. schedule I and forfeitures

   By Guest carsonv, July 10, 2003
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 10, 2003

5. Question 5 on 5500

   By Lori H, April 14, 2011
   • 3 replies
   • 1.5k views
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   • Earl
   • April 22, 2011

6. looks like the EZ is now available

   By Tom Poje, April 9, 2010
   • 4 replies
   • 1.5k views
   • 
   • Bird
   • April 12, 2010

7. When to file 5500?

   By Guest rachd, January 8, 2003
   • 4 replies
   • 1.5k views
   • 
   • k man
   • May 21, 2003

8. Schedule C for 2009

   By Below Ground, February 2, 2010
   • 7 replies
   • 1.5k views
   • 
   • Below Ground
   • February 2, 2010

9. possible report for pulling data from Relius to FT William

   By Tom Poje, July 1, 2011
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • July 5, 2011

10. July 31 Extension Date

    By Guest emtee, July 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • July 13, 2001

11. 8955-SSA (Combined Filings)

    By PainPA, December 28, 2011
    • 6 replies
    • 1.5k views
    • 
    • chc93
    • December 28, 2011

12. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • October 13, 2011

13. 5500 Audit

    By Guest KWebb, October 10, 2008
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 11, 2008

14. Sch H, line2b(10)

    By Guest Alison Williams, July 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • July 19, 2001

15. Schedule SSA question

    By Belgarath, July 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • July 15, 2005

16. Reporting Loans on Schedule I

    By Guest MCarey1, May 12, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 19, 2004

17. Relius 5500 software question

    By TPAnnie, October 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 18, 2005

18. Welfare Plan POP 5500

    By Guest Peggy806, June 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • June 3, 2009

19. 2A - Form 5500

    By pixmax, June 9, 2009
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 9, 2009

20. Schedule H Attachments

    By TPApril, October 10, 2012
    • 1 reply
    • 1.5k views
    • 
    • ACox
    • October 11, 2012

21. Form 5500: Nonexempt transaction

    By Guest meeh3704, October 7, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2008

22. Schedule I

    By Guest JohnSB, May 16, 2007
    • 4 replies
    • 1.5k views
    • 
    • JanetM
    • May 17, 2007

23. Plan merger reporting - GRRR!

    By Belgarath, February 11, 2025
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • February 12, 2025

24. Non profit & automatic extension

    By TPApril, March 25, 2015
    • 1 reply
    • 1.5k views
    • 
    • Flyboyjohn
    • March 26, 2015

25. Sched SSA question

    By BG5150, June 26, 2006
    • 5 replies
    • 1.5k views
    • 
    • WDIK
    • June 27, 2006

26. Form 5500

    By Guest jsga, July 24, 2001
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • July 24, 2001

27. Can I file 5500-EZ for 2020 where I employ my son?

    By Jakyasar, January 28, 2021
    • 5 replies
    • 1.5k views
    • 
    • SSRRS
    • February 18, 2022

28. 5500 Or 5500ez

    By Richard Anderson, June 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 28, 2001

29. Who is the employer?

    By Guest sburrall, July 2, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 2, 2002

30. Is anyone filing a Schedule D this year for their GIA?

    By Guest ngresham, September 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 21, 2000

31. Unsigned f5500

    By J Simmons, October 20, 2009
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2009

32. Welfare Plans - Code 4R - any problems in later years?

    By Belgarath, April 18, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 30, 2014

33. How do you handle delinquent returns?

    By Guest death and taxes, May 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • May 23, 2001

34. PTIN December 31st deadline

    By NQS, December 22, 2010
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 22, 2010

35. 5500 for Optional Group Term Life

    By KJohnson, January 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • KIP KRAUS
    • January 9, 2001

36. SArs to terminated employees

    By cripp12, October 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 5, 2009

37. Schedule C

    By Guest jdawson, July 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 25, 2002

38. Form 5500 Extension past 10/15/10?

    By Guest Julie Woulfe, September 7, 2010
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 9, 2010

39. Trade Error Corrections

    By Stevo-PDX, April 11, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • April 12, 2012

40. How would you amend a takeover 5500?

    By austin3515, October 21, 2010
    • 2 replies
    • 1.5k views
    • 
    • BeanCounterBlues
    • October 27, 2010

41. First Time Filer

    By Guest ehs, October 24, 2006
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • October 30, 2006

42. Self-employed individual

    By Guest ahill, April 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • jpod
    • April 19, 2002

43. orphaned plan

    By Guest lindamichals, March 27, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • March 27, 2007

44. Late 5500EZ

    By Guest RBlaine, September 3, 2003
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • September 4, 2003

45. 1994 Effective Date -- 5500s NEVER FILED

    By Guest JB2, September 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • KateSmithPA
    • September 12, 2002

46. How is a 5500 prepared to properly reflect an SCP (formerly known as A

    By Guest Reneeg, March 30, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 2, 2001

47. Bond with Inflation Guard 5500-SF reporting

    By KoolLady4, June 8, 2018
    • 3 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 8, 2018

48. What to do with an extra two cents?

    By Guest Jensen, July 28, 2006
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • July 31, 2006

49. Can I use "cash basis" on small plan's Form 5500 Sch I

    By Guest Moe Howard2, September 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • September 22, 2004

50. 5500 SAR & Plan Mergers

    By wmyer, February 12, 2003
    • 0 replies
    • 1.5k views
    • 
    • wmyer
    • February 12, 2003