Form 5500

3,281 topics in this forum

1. Form 5558

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

2. Form 8955 Deliquent filing

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

3. 5500-SF 9a (Plan Characteristic) Code 2D

   By OrderOfOps, September 3, 2025
   • 2 replies
   • 2.8k views
   • 
   • OrderOfOps
   • September 3, 2025

4. Filing requirement?

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

5. Premiums get put where?

   By wsp, October 13, 2006
   • 2 replies
   • 1.8k views
   • 
   • wsp
   • October 13, 2006

6. 5500 Question 6a

   By CJS07, August 17, 2010
   • 2 replies
   • 1.2k views
   • 
   • austin3515
   • August 17, 2010

7. Large Plan audits for short plan years

   By Guest jim williams, June 25, 2001
   • 2 replies
   • 1.4k views
   • 
   • Medusa
   • June 25, 2001

8. Is it necessary to file Form 5500 for medical plans that are fully ins

   By Guest LFrankel, September 26, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 27, 2000

9. Amending 5500-Schedules

   By Guest CHRISTA, October 10, 2002
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • October 10, 2002

10. DFVC Filing - Overpayment of penalty

    By Trisports, December 13, 2017   

    • dfvc
    • overpayment
    • (and 1 more)

      Tagged with:

      • dfvc
      • overpayment
      • late 5500
    • 2 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • December 13, 2017

11. Need to file short plan year 2018 5500

    By ESOP Guy, May 21, 2018
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 21, 2018

12. Schedule H and VEBA audit

    By Guest akwallace, August 30, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 30, 2002

13. now what?

    By Tom Poje, September 13, 2011
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2011

14. Filings incorrect for years - MPP

    By HarleyBabe, September 6, 2012
    • 2 replies
    • 932 views
    • 
    • HarleyBabe
    • September 6, 2012

15. Union-sponsored death Benefit

    By Guest Cindyd, May 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • JohnCheek
    • May 21, 2002

16. EZ filer?

    By SSRRS, September 21, 2022
    • 2 replies
    • 490 views
    • 
    • SSRRS
    • September 22, 2022

17. Where do I report insurance premiums on the Schedule I?

    By R. Butler, June 1, 2001
    • 2 replies
    • 1.8k views
    • 
    • Kristina
    • June 1, 2001

18. Schedule H - reporting corrective distributions

    By Guest LoloV, May 15, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 16, 2003

19. 1st plan year, Only asset is Contr. Rec'v. Audit required?

    By Richard Anderson, November 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • November 9, 2004

20. Wrong EIN on returns

    By Guest KRS401k, July 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 6, 2011

21. 2020 Form 5500-SF for owner-only

    By John Feldt ERPA CPC QPA, July 24, 2020
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 25, 2020

22. Counting participants when there's a prevailing wage contribution

    By Flyboyjohn, May 25, 2017   

    • 5500
    • plan audits
    • (and 1 more)

      Tagged with:

      • 5500
      • plan audits
      • prevailing wage
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • May 25, 2017

23. delinquent 401k deposit w/in blackout period & reporting

    By TPApril, August 23, 2024
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 25, 2024

24. SAR required in final year?

    By Guest CCarter, December 30, 2003
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 9, 2004

25. Relius 5500 - EFAST for a Fiscal Year Plan

    By Guest PAINPA, August 11, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2004

26. Schedule of Assets Held for Investment Purposes

    By Guest moltengater, August 21, 2006
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 31, 2006

27. EZ Vs SF

    By PFranckowiak, May 27, 2010
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • June 2, 2010

28. Can final 5500 be filed while Form 5310 application is pending?

    By Guest tm3333, August 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 15, 2011

29. Insured Welfare Plan - Final Return

    By EBECatty, April 3, 2018
    • 2 replies
    • 817 views
    • 
    • EBECatty
    • April 5, 2018

30. 5500 Statute of limitations

    By Guest padmin, August 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • chc93
    • August 11, 2011

31. Plan sponsor is also the custodian. Is the plan required to be audited?

    By Trisports, April 27, 2021
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • April 27, 2021

32. Schedule P - changing trustees

    By Guest RJM, July 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • July 19, 2002

33. Self-funded group medical plan

    By SLuskin, October 30, 2001
    • 2 replies
    • 1.6k views
    • 
    • SLuskin
    • November 7, 2001

34. Employer contributions, Line 5, Schedule F

    By Guest RAJ, November 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 27, 2001

35. Rounding

    By david rigby, March 26, 2004
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • March 26, 2004

36. Owner Only Defined Benefit Plan, EZ or not?

    By CTipper, January 7, 2010
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • January 11, 2010

37. Final year 5500-EZ, plan also funded.

    By Basically, December 1, 2022
    • 2 replies
    • 548 views
    • 
    • chc93
    • December 2, 2022

38. 3 Years of 5500's Filed Under Incorrect EIN

    By 415 Limit, July 21, 2010
    • 2 replies
    • 1.9k views
    • 
    • 415 Limit
    • July 24, 2010

39. Final year of the plan?

    By Benbob13, December 15, 2017
    • 2 replies
    • 837 views
    • 
    • thepensionmaven
    • December 18, 2017

40. Wrap plan 5500's

    By Belgarath, April 28, 2021
    • 2 replies
    • 914 views
    • 
    • PensionPete
    • April 29, 2021

41. Is Schedule of Assets Held for Investments at End of Year Required?

    By Guest slipps, September 5, 2000
    • 2 replies
    • 6.2k views
    • 
    • JohnCheek
    • September 15, 2000

42. Terminating a one-life Defined Benefit plan

    By Guest Carol the Writer, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • jquazza
    • September 24, 2004

43. DOL Request for Plan's IQPA Workpapers

    By 401 Chaos, July 22, 2005
    • 2 replies
    • 2.2k views
    • 
    • 401 Chaos
    • July 28, 2005

44. Term plan number of participants

    By Guest Georgia1, August 18, 2010
    • 2 replies
    • 822 views
    • 
    • WDIK
    • August 19, 2010

45. Final Form 5500 Question

    By bzorc, August 29, 2016
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • August 29, 2016

46. Large plan, never filed, will be late again

    By TPApril, August 24, 2023
    • 2 replies
    • 480 views
    • 
    • rocknrolls2
    • August 25, 2023

47. Former EE paid out & no SSA completed

    By doombuggy, September 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • September 19, 2005

48. EE opts out of plan--how to count on 5500

    By BG5150, July 19, 2018
    • 2 replies
    • 499 views
    • 
    • Bird
    • July 19, 2018

49. Amend 5330 when no corrective distributions paid???

    By sam2012, November 18, 2015
    • 2 replies
    • 1.1k views
    • 
    • sam2012
    • November 19, 2015

50. Failed to file form 5500ez

    By Solo, February 26, 2022
    • 2 replies
    • 558 views
    • 
    • pxisright5
    • February 28, 2022