Form 5500

3,272 topics in this forum

1. Group Trust 81-100

   By Guest cchase, January 9, 2012
   • 1 reply
   • 2k views
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   • jpod
   • January 9, 2012

2. Guidance on 5500 Audit

   By Guest Rudy102, October 22, 2002
   • 5 replies
   • 1.7k views
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   • bzorc
   • October 31, 2002

3. H&W 5500 - Schedule A: full & short policy yrs in same plan yr

   By TPApril, November 5, 2021
   • 1 reply
   • 420 views
   • 
   • TPApril
   • November 8, 2021

4. H&W 5500's - wrapping multiple 5500's into one & plan years

   By TPApril, May 5, 2024
   • 2 replies
   • 692 views
   • 
   • TPApril
   • May 6, 2024

5. H&W Final Form 5500

   By ERISA-SOS, March 12, 2019
   • 2 replies
   • 1k views
   • 
   • ERISA-SOS
   • March 28, 2019

6. H&W Form 5500s and Self-insured Captive plan

   By 5500Nerd, March 9, 2021
   • 0 replies
   • 521 views
   • 
   • 5500Nerd
   • March 9, 2021

7. H&W plan's Form 5500 filing requirement when number of employees drops below 100

   By R. Butler, March 28, 2017
   • 1 reply
   • 790 views
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   • Flyboyjohn
   • March 28, 2017

8. ha ha ha. plan now. the 2016 forms aren't due until 11/15/2017

   By Tom Poje, September 16, 2015
   • 14 replies
   • 2.2k views
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   • TPApril
   • March 11, 2017

9. Handling IBNR on 1999 Sch H?

   By Guest tompga, January 25, 2001
   • 1 reply
   • 2.5k views
   • 
   • Kristina
   • January 29, 2001

10. Has missed past 2 5500 filings

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

11. Health & Welfare 5500

    By Earl, April 15, 2015   

    • Schedule C exemption
    • 4 replies
    • 2.5k views
    • 
    • Earl
    • April 16, 2015

12. Health & Welfare 5500 Filings

    By Guest carmjoe, July 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lori Friedman
    • July 30, 2004

13. Health FSA

    By Guest Mel Kiper Jr., November 16, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 16, 2010

14. Health FSA a "funded" plan?

    By Guest malmka, July 18, 2002
    • 7 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • July 18, 2002

15. Health Plan VEBA and Sch P

    By alexa, January 9, 2003
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • January 9, 2003

16. Healthcare Plan - on site audits

    By French, January 2, 2008
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • January 7, 2008

17. HEART Act and Schedule R Question 9

    By Guest Tudor Fever, September 28, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 5, 2011

18. HELP - NO TIME FOR AUDIT REQ.!!

    By Guest PLHart, September 12, 2003
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • September 12, 2003

19. Help - Schedule D / Schedule A Confusion

    By Guest lawdawg, June 17, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • June 20, 2005

20. Help for late extension filed?

    By Guest RONNIE WASEL, December 3, 2003
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 5, 2003

21. Help with EFAST2 filing

    By Andy the Actuary, September 21, 2010
    • 0 replies
    • 908 views
    • 
    • Andy the Actuary
    • September 21, 2010

22. Help with Multi-Employer VEBA filing...

    By Guest Carolyn Barnard, September 25, 2003
    • 6 replies
    • 1.8k views
    • 
    • GBurns
    • September 26, 2003

23. Help with Sch H - line 3 - is auditor opinion necessary?

    By Guest welcomehome, July 20, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 2004

24. Help! Filed 5500-EZ late, received CP 283 with a huge penalty.

    By SoloPlanAdmin, December 6, 2022
    • 5 replies
    • 2k views
    • 
    • LA Advisor
    • March 1, 2023

25. HELP! Late filer 5500-EZ

    By Guest skeezer, August 2, 2006
    • 3 replies
    • 2k views
    • 
    • KateSmithPA
    • August 14, 2006

26. Here's a scary thought...

    By austin3515, October 8, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 8, 2010

27. Historical Form SSA Info

    By Guest Robin.Wolf, August 17, 2011
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • August 18, 2011

28. Hopefully Dumb DFVCP Question

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

29. How "independent" does an accountant have to be to do an aud

    By pbarrett, July 19, 2000
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • August 2, 2000

30. How accurate are you with partic count in 6 & 7?

    By BG5150, August 8, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

31. How are ETF's classified?

    By Guest curmudgeon, March 16, 2005
    • 4 replies
    • 4.8k views
    • 
    • JanetM
    • March 17, 2005

32. How are Forfeitures accounted for on the 5500?

    By Alex Daisy, September 2, 2009
    • 1 reply
    • 3.5k views
    • 
    • TPAMan
    • September 2, 2009

33. How cumbersome is Electronic filing of the 5500?

    By Guest cohenron, May 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • May 22, 2001

34. How do I become enrolled to practice before the IRS?

    By Guest Mike Schwing, September 24, 2003
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • September 24, 2003

35. How do I prepare 5500s online so my client can submit thru EFast?

    By RayJJohnsonJr, August 5, 2024
    • 4 replies
    • 748 views
    • 
    • RayJJohnsonJr
    • August 5, 2024

36. How do you handle delinquent returns?

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

37. How does a small plan filer upload a .pdf attachment of financial statements?

    By Peter Gulia, January 30, 2017   

    • form 5500; schedule i; attachment; efast2
    • 9 replies
    • 1k views
    • 
    • Peter Gulia
    • January 31, 2017

38. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

    By Guest, March 3, 2000
    • 3 replies
    • 2.5k views
    • 
    • John A
    • March 3, 2000

39. how far back can you go to file an amended 5500?

    By Santo Gold, January 12, 2023
    • 3 replies
    • 2.5k views
    • 
    • Santo Gold
    • January 12, 2023

40. 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

41. How is PWBA handling late filers?

    By David MacLennan, November 8, 2001
    • 7 replies
    • 2.1k views
    • 
    • Steve72
    • June 14, 2002

42. How long do we have to go back and file Form 5500s?

    By Guest Gibson, April 17, 2000
    • 3 replies
    • 6.2k views
    • 
    • Kirk Maldonado
    • April 19, 2000

43. How long must a company hold onto their 5500 copies?

    By Guest W. Blake, July 12, 2005
    • 14 replies
    • 9.6k views
    • 
    • GMK
    • May 2, 2016

44. How Many 5500s?

    By Randy Watson, November 14, 2005
    • 2 replies
    • 2.2k views
    • 
    • Randy Watson
    • November 14, 2005

45. How many filing years should be amended?

    By Guest JB2, September 13, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 13, 2002

46. How many times can you amend Form 5500?

    By AdKu, August 30, 2018
    • 2 replies
    • 1.1k views
    • 
    • AdKu
    • September 5, 2018

47. How Sensistive are the validation checks on the name?

    By austin3515, July 26, 2010
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 26, 2010

48. How should 5500 be completed when a correction is pending?

    By John A, September 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 28, 2001

49. How to answer Lines 6a and 10b of 5500-SF

    By Oh so SIMPLE, June 15, 2011
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 2, 2012

50. 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