Form 5500

3,281 topics in this forum

1. 2010 Form 5500-EZ (final/short)

   By abanky, June 21, 2010
   • 2 replies
   • 3.8k views
   • 
   • abanky
   • June 22, 2010

2. American Funds/Recordkeeper Direct 5500SF reporting

   By Cathy from Chicago, May 25, 2010
   • 2 replies
   • 2.5k views
   • 
   • Bird
   • May 27, 2010

3. SAR for Health & Welfare Plans

   By Guest Powers, August 31, 2012
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 31, 2012

4. Already Filed Thru DFVC - Can we get our money back?

   By MarZDoates, November 29, 2012
   • 2 replies
   • 1.3k views
   • 
   • MarZDoates
   • November 30, 2012

5. How to Create 8955-SSA File for FIRE System

   By JMH ERISA, March 28, 2018   

   • 8955-ssa
   • fire
   • 2 replies
   • 1.2k views
   • 
   • ESOP Guy
   • March 29, 2018

6. Form 5500

   By Guest kelly9522, May 14, 2003
   • 2 replies
   • 1.2k views
   • 
   • E as in ERISA
   • May 15, 2003

7. Schedule T

   By Guest pjg, June 23, 2003
   • 2 replies
   • 1k views
   • 
   • Tom Poje
   • June 23, 2003

8. Schedule C

   By Guest carsonv, August 5, 2003
   • 2 replies
   • 987 views
   • 
   • Guest
   • August 19, 2003

9. Does an Escrow Deposit count as Real Estate for Sch I item 3c)?

   By Guest crosseyedtester, April 5, 2005
   • 2 replies
   • 1.4k views
   • 
   • JanetM
   • April 6, 2005

10. IFILE and Acknowledgement ID

    By austin3515, October 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • October 14, 2010

11. Reporting Life Insurance Contracts

    By Guest Jimmy B, January 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • Kristina
    • January 24, 2001

12. 8955-SSA Part I, Line C

    By Guest Annette Leerhoff, October 12, 2011
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • October 12, 2011

13. File Schedule R or not?

    By BG5150, August 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • August 17, 2009

14. Large Plan & Final 5500 Short Plan Year

    By Guest MS TPA, December 10, 2010
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2010

15. Large to small plan filing

    By SusanKD, February 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 11, 2011

16. Schedule C Requirement

    By Vlad401k, June 2, 2015
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 29, 2015

17. Short Plan Year – Schedule A Question

    By LHannah, October 18, 2023
    • 2 replies
    • 742 views
    • 
    • BrooklynNorske
    • October 19, 2023

18. Form 5500 extension

    By Lori Friedman, October 13, 2004
    • 2 replies
    • 2.3k views
    • 
    • AndyH
    • October 15, 2004

19. Summary Annual Report

    By Guest 401kadmin, June 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 24, 2005

20. www.freeerisa.com

    By Lori Friedman, October 14, 2007
    • 2 replies
    • 2.9k views
    • 
    • Lori Friedman
    • October 14, 2007

21. Can DFVC be elected on an amended 5500?

    By Flyboyjohn, November 25, 2022
    • 2 replies
    • 1k views
    • 
    • thepensionmaven
    • December 29, 2022

22. Late filing DFVCP

    By Old Reliable, February 19, 2024
    • 2 replies
    • 1.2k views
    • 
    • CuseFan
    • February 19, 2024

23. Off calendar year 5500

    By Bruce1, October 22, 2025
    • 2 replies
    • 379 views
    • 
    • Bruce1
    • October 22, 2025

24. Schedule SB fillable pdf

    By SSRRS, January 1
    • 2 replies
    • 314 views
    • 
    • SSRRS
    • January 19

25. 8955-SSA

    By austin3515, August 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • chc93
    • August 10, 2011

26. Hopefully Dumb DFVCP Question

    By 401 Chaos, May 7, 2013
    • 2 replies
    • 1.7k views
    • 
    • 401 Chaos
    • May 13, 2013

27. 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

28. 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

29. 2023 Start up plan 5500 audit requirements

    By MicheleH, October 20, 2023
    • 2 replies
    • 1.1k views
    • 
    • MicheleH
    • October 20, 2023

30. Combined 5500 for 403(b) Deferrals and 401(a) Matching

    By Guest Tom:, April 28, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2010

31. EFAST2 Error Code B-674

    By Guest Z&H, October 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 18, 2010

32. PS Plan Established Today - No Extension Filed

    By austin3515, September 18, 2022
    • 2 replies
    • 549 views
    • 
    • Bird
    • September 19, 2022

33. Stop Loss?

    By SLuskin, September 4, 2012
    • 2 replies
    • 5.1k views
    • 
    • SLuskin
    • September 12, 2012

34. Who May File Form 5500-SF

    By abanky, July 31, 2015
    • 2 replies
    • 1.5k views
    • 
    • My 2 cents
    • July 31, 2015

35. Schedule A, covered family members

    By SG, April 22, 2021
    • 2 replies
    • 468 views
    • 
    • SG
    • April 22, 2021

36. Form 5500-SF Line 14b

    By AmyETPA, April 16, 2024
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • April 16, 2024

37. Contradictory instructions on EFAST web site

    By Khatva, February 22, 2022
    • 2 replies
    • 881 views
    • 
    • Mike Preston
    • February 26, 2022

38. Schedule T

    By Guest LVanSteeter, July 16, 2003
    • 2 replies
    • 939 views
    • 
    • Tom Poje
    • July 17, 2003

39. Filing Under Transposed EIN

    By Guest mcorson, May 26, 2010
    • 2 replies
    • 980 views
    • 
    • Guest
    • May 26, 2010

40. 5500-SF and insurance

    By ratherbereading, September 23, 2015
    • 2 replies
    • 1.2k views
    • 
    • ratherbereading
    • September 24, 2015

41. Charge for copying 5500

    By MarZDoates, June 24, 2005
    • 2 replies
    • 1.6k views
    • 
    • Andy the Actuary
    • March 22, 2011

42. 5500 Forms

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

43. Where do you get Form 5500 data for companies in your region?

    By Guest sclendaniel, January 21, 2004
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • January 21, 2004

44. Welfare Plans

    By mlp0816, May 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • May 20, 2009

45. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 16, 2011

46. Wrong EIN on 5558

    By 22su, September 22, 2020   

    • 5558 error
    • wrong ein
    • 2 replies
    • 1.7k views
    • 
    • 22su
    • September 22, 2020

47. SAR (hyperprep generated) for 1999 plan year

    By Guest TFONZ, September 1, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 1, 2000

48. Stupid 8955-SSA form

    By Guest Brenda Schachle, January 5, 2012
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 5, 2012

49. SAR and Delinquent Filings

    By Guest erinf, April 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • BG5150
    • April 21, 2009

50. Are unallocated shares within a leveraged ESOP considered plan assets?

    By Guest KTigges, November 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • Disco Stu
    • November 20, 2001