Form 5500

3,277 topics in this forum

1. Premiums get put where?

   By wsp, October 13, 2006
   • 2 replies
   • 1.7k views
   • 
   • wsp
   • October 13, 2006

2. 5500 Question 6a

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

3. Large Plan audits for short plan years

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

4. 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
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   • Guest
   • September 27, 2000

5. Amending 5500-Schedules

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

6. 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

7. Need to file short plan year 2018 5500

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

8. Schedule H and VEBA audit

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

9. now what?

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

10. Filings incorrect for years - MPP

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

11. Union-sponsored death Benefit

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

12. EZ filer?

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

13. 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

14. Schedule H - reporting corrective distributions

    By Guest LoloV, May 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2003

15. 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

16. Wrong EIN on returns

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

17. 2020 Form 5500-SF for owner-only

    By John Feldt ERPA CPC QPA, July 24, 2020
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • July 25, 2020

18. 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

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

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

20. SAR required in final year?

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

21. Relius 5500 - EFAST for a Fiscal Year Plan

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

22. Schedule of Assets Held for Investment Purposes

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

23. EZ Vs SF

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

24. 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

25. Insured Welfare Plan - Final Return

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

26. 5500 Statute of limitations

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

27. 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

28. Schedule P - changing trustees

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

29. Self-funded group medical plan

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

30. Employer contributions, Line 5, Schedule F

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

31. Rounding

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

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

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

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

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

34. 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

35. Final year of the plan?

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

36. Wrap plan 5500's

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

37. 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

38. Terminating a one-life Defined Benefit plan

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

39. DOL Request for Plan's IQPA Workpapers

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

40. Term plan number of participants

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

41. Final Form 5500 Question

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

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

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

43. Former EE paid out & no SSA completed

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

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

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

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

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

46. Failed to file form 5500ez

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

47. Form 5500 filed but not required - any notice to DOL necessary to stop filing?

    By t.haley, August 27, 2024
    • 2 replies
    • 540 views
    • 
    • Sabrina1
    • August 28, 2024

48. 5558 for terminated/distributed plan

    By dmb, September 14, 2011
    • 2 replies
    • 2.6k views
    • 
    • pmacduff
    • September 14, 2011

49. Advance contribution on Schedule SB?

    By Pension RC, June 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 20, 2013

50. Slow 5500 efile response time

    By Janice F, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2011