Form 5500

3,277 topics in this forum

1. 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

2. 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

3. How to complete Schedule G if employer failed to timely transmit elect

   By Guest BDH, July 17, 2000
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • July 17, 2000

4. How to Correct EIN on Form 5500-SF

   By pensionreview, June 22, 2022
   • 1 reply
   • 470 views
   • 
   • Lou S.
   • June 22, 2022

5. 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

6. How to distribute the SAR

   By Guest Powers, July 26, 2012
   • 0 replies
   • 1.5k views
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   • Guest
   • July 26, 2012

7. How to file Schedule C?

   By Guest rachd, June 4, 2003
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • June 4, 2003

8. How to file where Sponsor/Administrator are different and one is not available to sign?

   By Guest R. Struve, December 18, 2012
   • 4 replies
   • 1.4k views
   • 
   • BG5150
   • December 19, 2012

9. How to handle the summary annual report format that corresponds to new

   By Guest JL, April 12, 2000
   • 2 replies
   • 1.6k views
   • 
   • Kristina
   • October 2, 2000

10. How to report Hedge Fund on 5500 Sched H

    By ERISA1, June 22, 2017   

    • 5500
    • schedule h
    • (and 1 more)

      Tagged with:

      • 5500
      • schedule h
      • hedge fund
    • 4 replies
    • 1.8k views
    • 
    • BeckyMiller
    • July 11, 2017

11. How to Report Insurance Separate Account on Schedule R?

    By Übernerd, July 7, 2010
    • 2 replies
    • 1.2k views
    • 
    • Übernerd
    • July 7, 2010

12. How to report loans on Form 5500

    By KevinMc, July 16, 2009
    • 2 replies
    • 4.2k views
    • 
    • BG5150
    • July 17, 2009

13. How to report Sched A insurance contract coverage if different from plan year

    By Guest marciab, February 4, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 4, 2004

14. How to treat proceeds from DB to QRP?

    By BG5150, October 8, 2020
    • 1 reply
    • 644 views
    • 
    • Alonzo Church
    • October 8, 2020

15. How would you amend a takeover 5500?

    By austin3515, October 21, 2010
    • 2 replies
    • 1.5k views
    • 
    • BeanCounterBlues
    • October 27, 2010

16. Hurrican Irene Extension - What to Type

    By austin3515, October 17, 2011
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • November 2, 2011

17. Hurricane disaster relief 5500 filings

    By doombuggy, October 11, 2004
    • 0 replies
    • 1.3k views
    • 
    • doombuggy
    • October 11, 2004

18. Hurricane extension

    By BG5150, October 17, 2022
    • 6 replies
    • 894 views
    • 
    • BG5150
    • October 20, 2022

19. Hurricane Florence 5500 Extension

    By L_Ann_F, September 20, 2018   

    • hurricane
    • extension
    • (and 1 more)

      Tagged with:

      • hurricane
      • extension
      • florence
    • 4 replies
    • 1k views
    • 
    • L_Ann_F
    • September 20, 2018

20. Hurricane Ida Relief?

    By BG5150, October 5, 2021
    • 10 replies
    • 1.3k views
    • 
    • BG5150
    • October 19, 2021

21. Hurricane Irene extension

    By Guest IluvNewComp, October 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • October 21, 2011

22. Hurricane Katrina

    By Guest MoeHoward2, October 13, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 13, 2005

23. Hurricane Sandy

    By DPSRich, November 6, 2012
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2013

24. Husband /Wife 5500EZs

    By Draper55, April 12, 2019
    • 5 replies
    • 558 views
    • 
    • justanotheradmin
    • April 12, 2019

25. I am preparing a 5500. I have questions.

    By caryn22359, January 10, 2005
    • 17 replies
    • 2.6k views
    • 
    • E as in ERISA
    • January 12, 2005

26. I don't like EFAST2

    By 12AX7, June 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • June 28, 2010

27. I file or other methods

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

28. I need to amend a 5558

    By AlbanyConsultant, October 5, 2005
    • 2 replies
    • 1.9k views
    • 
    • Earl
    • October 5, 2005

29. I'm reviewing a non-profit and trying to connect 5500 form data to its 990 form, but I'm noticing some differences in lots of data points. How do I reconcile that?

    By Cubs1908, May 25, 2024
    • 8 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • May 29, 2024

30. IDAs with LLC investments

    By Lori Foresz, June 4, 2014
    • 1 reply
    • 3.4k views
    • 
    • Bird
    • June 5, 2014

31. Identification of Co-Sponsors on 5500

    By ERISA1, December 14, 2012
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 14, 2012

32. Identification of Multiple Employer participating employer -- Schedule T?

    By Jean, July 26, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 29, 2005

33. If and when is the SSA going away?

    By BG5150, September 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2006

34. if assets aren't valued by 10/15, how to file 5500?

    By Guest SuzieQNEC, June 3, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2009

35. IFILE Acknowledgement ID

    By austin3515, October 15, 2010
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • October 17, 2010

36. IFILE and Acknowledgement ID

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

37. IFILE Signing as Preparer

    By austin3515, October 15, 2010
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • October 15, 2010

38. Illiquid assets and Fidelity Bond

    By Guest turkeyhunter, May 11, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • May 13, 2010

39. Impact of ACA on future of welfare plan 5500s

    By chuTzPA, November 1, 2013
    • 1 reply
    • 949 views
    • 
    • Bill Presson
    • November 1, 2013

40. Import Data into schedule D-John Hancock

    By Guest raleightpa, January 23, 2008
    • 15 replies
    • 4.4k views
    • 
    • Guest
    • February 18, 2008

41. In a single employer plan whose investments are in a common collective

    By Guest Peter Riggins, August 30, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 31, 2000

42. Inaccurate 5500

    By Randy Watson, October 28, 2010
    • 3 replies
    • 1.6k views
    • 
    • Randy Watson
    • October 29, 2010

43. Inactive employees and 5500 participant count

    By Tinman, June 9, 2004
    • 5 replies
    • 3.4k views
    • 
    • david rigby
    • June 15, 2004

44. Inadvertent late filing

    By Guest JackPoint, May 14, 2008
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 28, 2008

45. Incenting former employees to roll out to trim numbers

    By dmwe, December 2, 2016
    • 15 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 3, 2016

46. incentive allocation

    By R. Butler, June 17, 2016
    • 1 reply
    • 864 views
    • 
    • My 2 cents
    • June 17, 2016

47. Included in Calculation of Assets?

    By BT, October 25, 2018
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2018

48. Inclusion of supplemental buy-up

    By Guest KLM, July 24, 2008
    • 0 replies
    • 883 views
    • 
    • Guest
    • July 24, 2008

49. Incorporation of Sponsor

    By thepensionmaven, April 28, 2018
    • 3 replies
    • 595 views
    • 
    • Larry Starr
    • May 2, 2018

50. Incorrect BOY participant Count

    By Guest PES, October 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 10, 2002