Form 5500

3,277 topics in this forum

1. Schedule I--Q's 2a1 total Contribution and forfeitures

   By Guest James Osterhaus, July 12, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 12, 2001

2. Schedule A coverage question

   By Guest ak, December 28, 2006
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • December 28, 2006

3. Schedule R for terminated plan

   By Guest jusducki, April 6, 2006
   • 1 reply
   • 1.5k views
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   • Bird
   • April 6, 2006

4. Small Plan Audit and SAR

   By kocak, September 17, 2002
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • September 19, 2002

5. 5558 Filing Problem

   By Disco Stu, August 8, 2008
   • 4 replies
   • 1.5k views
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   • Disco Stu
   • August 13, 2008

6. Posting of 5500 on Employer's Intranet Website

   By Jean, April 9, 2010
   • 0 replies
   • 1.5k views
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   • Jean
   • April 9, 2010

7. Form 5500 EZ for 412(e)(3)

   By DMcGovern, June 13, 2011
   • 3 replies
   • 1.5k views
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   • Belgarath
   • June 13, 2011

8. Classification of REIT & Municipal bonds on Schedule H

   By Guest pal107, April 29, 2014
   • 0 replies
   • 1.5k views
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   • Guest
   • April 29, 2014

9. Former EE paid out & no SSA completed

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

10. Form 5500

    By Guest RJMOB, January 12, 2006
    • 2 replies
    • 1.5k views
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    • david rigby
    • January 12, 2006

11. File? yes or no poll question

    By WCC, April 6, 2017
    • 23 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 7, 2017

12. Return of Mistaken Distribution

    By BTH, September 12, 2012
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 12, 2012

13. Audit Report Not Available

    By Guest121121, November 4, 2021
    • 8 replies
    • 1.5k views
    • 
    • Nate S
    • November 5, 2021

14. 2001 Form 5500

    By Guest Emiliano, January 24, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • January 24, 2002

15. And the hits just keep on coming...

    By Belgarath, October 7, 2010
    • 5 replies
    • 1.5k views
    • 
    • BeanCounterBlues
    • October 14, 2010

16. Reporting currency gains

    By JohnCheek, January 9, 2001
    • 0 replies
    • 1.5k views
    • 
    • JohnCheek
    • January 9, 2001

17. Healthcare Plan - on site audits

    By French, January 2, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2008

18. 412(e) Plans

    By jkdoll2, June 4, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 9, 2010

19. Reporting of Life Insurance Policy??

    By chris, August 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • August 21, 2002

20. 2009 Form 5500 ESOP Characteristic Codes

    By Guest ABABAK, September 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2010

21. Schedule T

    By Guest shafter, October 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • October 11, 2001

22. Schedule H, question 4a - late deposit of salary deferrals

    By BeckyMiller, May 19, 2004
    • 0 replies
    • 1.5k views
    • 
    • BeckyMiller
    • May 19, 2004

23. Schedule R question

    By Guest basilb, August 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • August 8, 2006

24. Form 5558 - Who can sign?

    By Guest jhilliard, July 30, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2003

25. Is insurance cash value to be reported on the 5500 forms as assets?

    By Jakyasar, August 13, 2021
    • 8 replies
    • 1.5k views
    • 
    • Jakyasar
    • August 13, 2021

26. Schedule T

    By Guest CCarter, June 10, 2002
    • 3 replies
    • 1.5k views
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    • wmyer
    • June 12, 2002

27. Schedule G Question

    By Guest TitusracerX, August 11, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 11, 2003

28. Schedule D or A or both

    By Rai401k, August 21, 2013
    • 2 replies
    • 1.5k views
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    • Rai401k
    • August 21, 2013

29. File Amended 5500-SF Originally Filed 5500-EZ

    By Dougsbpc, June 10, 2025
    • 6 replies
    • 1.5k views
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    • Dougsbpc
    • June 12, 2025

30. Orphaned plan audit

    By Guest jim williams, September 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • Medusa
    • September 10, 2001

31. Schedule A

    By commishvp, September 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • September 19, 2007

32. Audit Requirement - Accured Distributions

    By BFree, December 14, 2001
    • 2 replies
    • 1.5k views
    • 
    • JohnCheek
    • December 16, 2001

33. deadline to file 5500 forms

    By Jakyasar, March 29, 2020
    • 9 replies
    • 1.5k views
    • 
    • Jakyasar
    • March 31, 2020

34. Schedule T, Line 4d

    By Guest Rudy, May 29, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 29, 2001

35. avoiding audit requirement

    By Dennis Povloski, November 27, 2007
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • November 27, 2007

36. No Schedule B with 5500 EZ?

    By Dougsbpc, August 23, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 23, 2006

37. SAR Distribution

    By oriecat, July 2, 2003
    • 1 reply
    • 1.4k views
    • 
    • BFree
    • July 21, 2003

38. Sch I - Part I(3) - Assets listed incorrectly

    By Guest SuzieQNEC, March 19, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2008

39. Who May File Form 5500-SF

    By abanky, July 31, 2015
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • July 31, 2015

40. 5500 vs SF / Schedule A

    By KoolLady4, January 10, 2014
    • 3 replies
    • 1.4k views
    • 
    • KoolLady4
    • January 10, 2014

41. Form 5500-EZ

    By Lori Foresz, October 21, 2003
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2003

42. Who is liable for ERISA penalties?

    By Guest ActuaryWannabe, January 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • January 13, 2005

43. Participant Count

    By Madison71, July 29, 2010
    • 3 replies
    • 1.4k views
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    • Madison71
    • July 29, 2010

44. Participant Count

    By MBCarey, May 30, 2003
    • 1 reply
    • 1.4k views
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    • WDIK
    • May 30, 2003

45. Wrong EIN on 5500

    By Tinman, July 24, 2018
    • 3 replies
    • 1.4k views
    • 
    • Tinman
    • July 24, 2018

46. 5558 Approved - is this new?

    By ombskid, September 21, 2009
    • 3 replies
    • 1.4k views
    • 
    • ombskid
    • September 21, 2009

47. Extensions / REjections

    By austin3515, December 19, 2022
    • 12 replies
    • 1.4k views
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    • austin3515
    • January 7, 2023

48. DFVC after E-FAST

    By Alonzo, January 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • Alonzo
    • January 2, 2001

49. plan never filed 5500 DFVCP

    By Santo Gold, May 21, 2020
    • 8 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2020

50. Failure to deposit deferrals on time

    By Guest rachd, April 4, 2003
    • 3 replies
    • 1.4k views
    • 
    • jaemmons
    • April 7, 2003