Form 5500

3,277 topics in this forum

1. Need form 5500 for plan with no assets?

   By Louis, December 15, 2017   

   • form 5500
   • robs
   • 2 replies
   • 1.5k views
   • 
   • goldtpa
   • December 18, 2017

2. Indian Nation

   By Guest ehs, February 21, 2006
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • May 23, 2006

3. Schedule I - Participant Loans

   By MBCarey, April 29, 2003
   • 2 replies
   • 1.2k views
   • 
   • E as in ERISA
   • April 29, 2003

4. Relius Web Client

   By 12AX7, September 21, 2010
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • September 22, 2010

5. 5500EZ (Sole Prop.)

   By Guest Rachael L., October 17, 2007
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • October 17, 2007

6. SF or EZ?

   By retbenser, November 29, 2011
   • 2 replies
   • 897 views
   • 
   • retbenser
   • November 29, 2011

7. Form 5500-EZ Questions

   By soosil, December 28, 2016
   • 2 replies
   • 1.2k views
   • 
   • soosil
   • December 29, 2016

8. What's an Acknowledgment Plan Number number?

   By 12AX7, May 29, 2010
   • 2 replies
   • 4.8k views
   • 
   • 12AX7
   • June 1, 2010

9. 8955-SSA

   By hunter001, November 15, 2010
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • November 15, 2010

10. Keogh close Form 5500

    By Guest Small Business Owner, April 27, 2012
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 28, 2012

11. Trust ID numbers purged by IRS due to inactivity

    By maverick, February 7, 2002
    • 2 replies
    • 2.3k views
    • 
    • bzorc
    • February 8, 2002

12. Schedule H

    By cdavis25, June 10, 2015
    • 2 replies
    • 1.1k views
    • 
    • cdavis25
    • June 10, 2015

13. Change of accounting method

    By Guest Sieve, July 23, 2010
    • 2 replies
    • 3.2k views
    • 
    • Andy the Actuary
    • July 23, 2010

14. Plan has Never Sent SAR

    By khn, August 9, 2013   

    • SAR
    • 2 replies
    • 1.4k views
    • 
    • khn
    • August 9, 2013

15. SAR for 2 person pension plan?

    By Guest SuzieQNEC, October 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 12, 2009

16. 5500 Issue

    By Guest Gibson, April 19, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 20, 2001

17. 5500 Schedule H detailed instructions

    By pitkofsky, March 8, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • pitkofsky
    • March 8, 2016

18. Sch. SSA -- lost participant forfeited balance

    By R. Butler, May 22, 2008
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • May 22, 2008

19. Form 5330 - Late ADP Excess But Assets Already Distributed

    By jgb44, September 30, 2015   

    • 5330
    • ADP Excess
    • (and 2 more)

      Tagged with:

      • 5330
      • ADP Excess
      • Late Distribution
      • Form 5330
    • 2 replies
    • 1.4k views
    • 
    • jgb44
    • September 30, 2015

20. 5500 and No Assets in 1st year

    By lisan1025, September 2, 2021
    • 2 replies
    • 875 views
    • 
    • austin3515
    • September 10, 2021

21. 5500 or 5500ez?

    By Guest terid, December 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • December 15, 2003

22. Calendar Year Auto Extension on 5500 Due 9/15?

    By TPApril, September 12, 2025
    • 2 replies
    • 2.1k views
    • 
    • thepensionmaven
    • September 15, 2025

23. VERY late top heavy contribution

    By Guest rachd, June 6, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 10, 2003

24. SAR disclosure of qualifying assets

    By KateSmithPA, June 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • KateSmithPA
    • June 26, 2003

25. code 3E for prototype on page 2 of 5500

    By Jim Chad, March 31, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 31, 2009

26. Form 8955-SSA

    By DPSRich, October 18, 2011
    • 2 replies
    • 1.3k views
    • 
    • chc93
    • October 18, 2011

27. Form 8955-SSA

    By DPSRich, December 1, 2011
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • December 1, 2011

28. Received Settlement money. Final 5500 filed last year.

    By jkharvey, April 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • April 7, 2013

29. "Late" Form 5500 for MTIA

    By jmartin, August 13, 2019
    • 2 replies
    • 1.1k views
    • 
    • Nicola
    • October 13, 2019

30. SAR completion under the new small plan disclosure requirement

    By Guest Rudy, September 3, 2002
    • 2 replies
    • 1.3k views
    • 
    • kocak
    • September 4, 2002

31. 2021 PBGC Forms

    By ConnieStorer, April 30, 2021
    • 2 replies
    • 535 views
    • 
    • Lois Baker
    • May 3, 2021

32. Short Plan Year 5500 for 2023

    By bzorc, August 29, 2023
    • 2 replies
    • 1k views
    • 
    • bzorc
    • August 30, 2023

33. Schedule P

    By Guest tcunagin, August 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • August 9, 2001

34. Amending 5500 for incorrect EIN

    By KateSmithPA, February 4, 2005
    • 2 replies
    • 2.4k views
    • 
    • WDIK
    • February 4, 2005

35. Extra 401k deposited, but not withheld - how to show on 5500

    By TPApril, October 30, 2024
    • 2 replies
    • 1.1k views
    • 
    • TPApril
    • October 31, 2024

36. 2001 Form 5500

    By Guest Powers, August 29, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2001

37. Qualifying Plan Assets

    By Guest Annette Leerhoff, June 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2012

38. Independent Auditors Report

    By Guest cease, June 6, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 6, 2003

39. Internet website for looking up EIN's (other than freeerisa.com)?

    By maverick, February 11, 2004
    • 2 replies
    • 2.2k views
    • 
    • Theresa Lynn
    • February 25, 2004

40. Duplicate SS4 filed

    By K-t-F, April 8, 2005
    • 2 replies
    • 2k views
    • 
    • K-t-F
    • April 11, 2005

41. filing requirement for a welfare plan

    By betheeg, June 29, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 29, 2005

42. Participant count for new plans at beginning of year

    By pbarrett, July 17, 2000
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • July 18, 2000

43. Sch H

    By Penman2006, May 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • Penman2006
    • May 20, 2007

44. Minimum assets for fidelity bond?

    By steve-o, June 21, 2007
    • 2 replies
    • 2.3k views
    • 
    • WDIK
    • June 21, 2007

45. 8955-SSA individual statements if code D

    By Beemer, September 15, 2011
    • 2 replies
    • 1.7k views
    • 
    • Beemer
    • September 15, 2011

46. Form 5500- Participant count info on Amer Funds PP Plan

    By Tom, August 30, 2023
    • 2 replies
    • 582 views
    • 
    • ratherbereading
    • August 30, 2023

47. Poll on multiple employer plan 5500 filing rules

    By John A, May 22, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 23, 2002

48. Searching for Plan Documents

    By Guest anagpal, May 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Ron Snyder
    • May 19, 2006

49. Form 5330 question

    By BG5150, June 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • June 21, 2007

50. Davis Bacon - delinquent contributions?

    By TPApril, September 30, 2022
    • 2 replies
    • 586 views
    • 
    • Peter Gulia
    • September 30, 2022