Form 5500

3,277 topics in this forum

1. 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

2. Form 5500

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

3. Schedule T

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

4. Schedule C

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

5. 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

6. IFILE and Acknowledgement ID

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

7. Reporting Life Insurance Contracts

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

8. 8955-SSA Part I, Line C

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

9. File Schedule R or not?

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

10. Large Plan & Final 5500 Short Plan Year

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

11. Large to small plan filing

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

12. Schedule C Requirement

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

13. Short Plan Year – Schedule A Question

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

14. Form 5500 extension

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

15. Summary Annual Report

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

16. www.freeerisa.com

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

17. Can DFVC be elected on an amended 5500?

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

18. Late filing DFVCP

    By Old Reliable, February 19, 2024
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • February 19, 2024

19. Off calendar year 5500

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

20. Schedule SB fillable pdf

    By SSRRS, January 1
    • 2 replies
    • 243 views
    • 
    • SSRRS
    • Monday at 09:35 PM

21. 8955-SSA

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

22. Hopefully Dumb DFVCP Question

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

23. 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

24. 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

25. 2023 Start up plan 5500 audit requirements

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

26. 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

27. EFAST2 Error Code B-674

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

28. PS Plan Established Today - No Extension Filed

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

29. Stop Loss?

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

30. Who May File Form 5500-SF

    By abanky, July 31, 2015
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • July 31, 2015

31. Schedule A, covered family members

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

32. Form 5500-SF Line 14b

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

33. Contradictory instructions on EFAST web site

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

34. Schedule T

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

35. Filing Under Transposed EIN

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

36. 5500-SF and insurance

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

37. Charge for copying 5500

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

38. 5500 Forms

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

39. 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

40. Welfare Plans

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

41. Non ERISA 403(b) 5500 filing

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

42. Wrong EIN on 5558

    By 22su, September 22, 2020   

    • 5558 error
    • wrong ein
    • 2 replies
    • 1.6k views
    • 
    • 22su
    • September 22, 2020

43. SAR (hyperprep generated) for 1999 plan year

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

44. Stupid 8955-SSA form

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

45. SAR and Delinquent Filings

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

46. 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

47. Form 5558

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

48. Form 8955 Deliquent filing

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

49. 5500-SF 9a (Plan Characteristic) Code 2D

    By OrderOfOps, September 3, 2025
    • 2 replies
    • 2.7k views
    • 
    • OrderOfOps
    • September 3, 2025

50. Filing requirement?

    By Guest Tbrown, March 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • jquazza
    • March 18, 2004