Form 5500

3,277 topics in this forum

1. How cumbersome is Electronic filing of the 5500?

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

2. DFVCP Payment

   By Guest Scarlet Knight, October 27, 2009
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • November 1, 2009

3. Form 5500 Line 7b and 7C

   By Alex Daisy, May 27, 2009
   • 2 replies
   • 1.5k views
   • 
   • Bill Presson
   • May 27, 2009

4. DFVC

   By goldtpa, May 9, 2012
   • 4 replies
   • 1.5k views
   • 
   • goldtpa
   • May 10, 2012

5. Schedule A's and HMOs

   By Guest xgn7t, November 22, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • November 26, 2002

6. Form 5500-SF signature

   By puzzledbypensions, July 25, 2016   

   • 5500 signature
   • 5 replies
   • 1.5k views
   • 
   • Lou S.
   • July 25, 2016

7. Final year filing for cafeteria plans.

   By Guest RAJ, February 27, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 27, 2002

8. 5500 sup instructions

   By Tom Poje, December 22, 2014
   • 0 replies
   • 1.5k views
   • 
   • Tom Poje
   • December 22, 2014

9. 403(b) Plan filings

   By Belgarath, May 8, 2024
   • 3 replies
   • 1.5k views
   • 
   • Belgarath
   • August 9, 2024

10. Small Welfare Plan Filing Issue

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 26, 2001

11. forgot to check the Box for 5558

    By R. Butler, September 23, 2010
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • September 23, 2010

12. 5500 and Church Plans

    By Guest Kathleen Fouquet, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • July 22, 2002

13. 5500-SF Trust Name and EIN

    By K2, January 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • K2
    • February 1, 2013

14. Item 7g

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

15. Delinquent 5500s, 5500-EZ and SF's Across 18 Years

    By JMH ERISA, June 28, 2020
    • 11 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • June 30, 2020

16. Anyone Considering Just IFILE?

    By austin3515, October 14, 2010
    • 9 replies
    • 1.5k views
    • 
    • K2retire
    • October 15, 2010

17. Form SSA Issue

    By Below Ground, February 2, 2010
    • 6 replies
    • 1.5k views
    • 
    • Below Ground
    • February 4, 2010

18. 5500 to 5500EZ

    By Guest jhuffstick@aol.com, October 28, 2014
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • June 24, 2015

19. Cafeteria Plan

    By Archimage, June 27, 2003
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • June 30, 2003

20. I file or other methods

    By SSRRS, April 10, 2025
    • 3 replies
    • 1.5k views
    • 
    • SSRRS
    • April 16, 2025

21. PEO sets up a plan as a leasing organization with 25 adopting employers

    By katieinny, November 15, 2006
    • 3 replies
    • 1.5k views
    • 
    • katieinny
    • December 12, 2006

22. Client Prepared Plan 5500's for 6 years -- had 260 eligible-no audit

    By CharlesLeggette, June 18, 2015   

    • Failed Audits
    • audits 5500s
    • 8 replies
    • 1.5k views
    • 
    • CharlesLeggette
    • June 19, 2015

23. Late Deferral Contributions

    By blue, April 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • April 29, 2005

24. SOLO 401K TERMINATION

    By Guest xi9001, June 25, 2010
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • June 25, 2010

25. Large Plan Filing - Assets Held for Investments

    By Guest f1234, June 17, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2005

26. what would you do, if plan never filed schedule P and.....

    By Lori H, September 2, 2005
    • 4 replies
    • 1.5k views
    • 
    • Lori H
    • September 2, 2005

27. Form 8955-SSA

    By Guest money40, May 4, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 13, 2011

28. Schedule C Questions

    By 12AX7, April 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • April 23, 2010

29. Final 5500 EZ for plans under $100,000?

    By Guest consult, May 18, 2005
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • May 18, 2005

30. SSA Extensions?

    By austin3515, January 16, 2012
    • 9 replies
    • 1.5k views
    • 
    • austin3515
    • February 2, 2012

31. Combo Plans - Form 5550-SF new questions, Line 14a, Line 14b, and Line 15

    By Jakyasar, January 12, 2024
    • 2 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 12, 2024

32. Schedule B and Money Purchase Plans

    By Guest Emiliano, January 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 17, 2002

33. Do we file?

    By Randy Watson, May 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2006

34. EFAST2 Statuses

    By justbsur, July 28, 2010
    • 5 replies
    • 1.5k views
    • 
    • justbsur
    • July 29, 2010

35. Plan Codes

    By Guest lforesz, July 25, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2001

36. Form 5500, Schedule D

    By dmb, July 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • July 28, 2005

37. Did not do cashout under $5k--failure to provide benefit on 5500?

    By BG5150, May 30, 2025
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • May 31, 2025

38. Bonding/Reporting Requirements - SAR - for small plans

    By Cathy from Chicago, December 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 18, 2002

39. Welfare Benefit Plan - what to include in the SAR?

    By Guest jc1457, August 15, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 15, 2007

40. Special Extension Box

    By austin3515, April 24, 2020
    • 2 replies
    • 1.5k views
    • 
    • 5500Nerd
    • April 24, 2020

41. instruction (changes) for 2015 5500-EZ

    By Tom Poje, October 5, 2015
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • October 5, 2015

42. 5500 Reporting for Stock Brokerage Windows

    By Guest, January 31, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 31, 2001

43. Terminated Plan - Account's Opinion

    By Guest cands2002, July 14, 2014   

    • large plan
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • July 15, 2014

44. Reporting of nondeductible contributions on Schedule I

    By mwyatt, January 29, 2001
    • 0 replies
    • 1.5k views
    • 
    • mwyatt
    • January 29, 2001

45. 5500 filing for 403b plans

    By Guest cdana, November 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 16, 2007

46. Child of owner/5500EZ ok?

    By Guest jusducki, September 6, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • September 6, 2005

47. Late EZ filer, wants to ask for waive of penalty instead of DFVCP

    By JHalligan, November 16, 2022
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • November 16, 2022

48. Missed deferral opportunity

    By JKW, July 27, 2015
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • July 27, 2015

49. Regarding Part 1 - Item C

    By Guest MSMA, December 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • December 12, 2001

50. Continued Submission Failure

    By TPA Bob, September 29, 2010
    • 4 replies
    • 1.5k views
    • 
    • TPA Bob
    • October 7, 2010