Form 5500

3,277 topics in this forum

1. Incorrect EIN

   By Guest naveen, September 17, 2008
   • 4 replies
   • 2.2k views
   • 
   • WDIK
   • January 13, 2009

2. Incorrect EIN

   By betheeg, May 9, 2008
   • 1 reply
   • 1.3k views
   • 
   • JanetM
   • May 9, 2008

3. incorrect EIN for years

   By DMcGovern, March 30, 2011
   • 0 replies
   • 978 views
   • 
   • DMcGovern
   • March 30, 2011

4. Incorrect EIN Used in Prior Years

   By Guest dms9999, May 28, 2009
   • 9 replies
   • 3.1k views
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   • Bill Presson
   • June 3, 2009

5. Incorrect Form 5558

   By Leopurrd, August 2, 2006
   • 4 replies
   • 2.5k views
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   • Guest
   • August 11, 2006

6. Incorrect Payor on Sched R many years

   By BG5150, December 31, 2020
   • 1 reply
   • 467 views
   • 
   • Bird
   • January 4, 2021

7. Incorrect Plan Characteristics codes

   By Belgarath, June 10, 2016
   • 0 replies
   • 815 views
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   • Belgarath
   • June 10, 2016

8. Incorrect Plan Year End

   By Dazednconfused, October 17, 2011
   • 0 replies
   • 1k views
   • 
   • Dazednconfused
   • October 17, 2011

9. Incorrect Plan Year End

   By Dazednconfused, July 9, 2010
   • 1 reply
   • 1k views
   • 
   • Belgarath
   • July 9, 2010

10. Incorrect TIN used for years on Schedule P

    By Belgarath, March 28, 2005
    • 4 replies
    • 2.2k views
    • 
    • saabraa
    • January 18, 2006

11. Incorrectly coded Section for pension benefit descriptions

    By Guest Enda80, April 6, 2008
    • 4 replies
    • 1.2k views
    • 
    • JanetM
    • April 7, 2008

12. Independent audit required for self-funded welfare plan in which TPA s

    By Guest jfgc, May 26, 2000
    • 9 replies
    • 4.1k views
    • 
    • Moe Howard
    • October 24, 2000

13. Independent Auditor Report

    By thepensionmaven, July 17, 2016
    • 1 reply
    • 900 views
    • 
    • RatherBeGolfing
    • July 17, 2016

14. Independent Auditors Report

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

15. Independent Qualified Public Accountant Audit

    By Guest terric, April 5, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • April 5, 2005

16. Independent qualified public accountants for audit

    By Guest 401kadmin, November 16, 2006
    • 9 replies
    • 3.5k views
    • 
    • Archimage
    • November 22, 2006

17. Indian Nation

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

18. Ineligible employees allowed to participate in error

    By jpokusa, January 28, 2014
    • 3 replies
    • 988 views
    • 
    • ESOP Guy
    • January 28, 2014

19. Info for Schedule of Reportable Transactions

    By Guest Laura A, March 20, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 20, 2003

20. Initial Year 5500-EZ

    By bzorc, January 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • January 8, 2003

21. Ins. Cash Value reported on the 5500

    By Guest nls, August 22, 2003
    • 11 replies
    • 2.6k views
    • 
    • R. Butler
    • August 26, 2003

22. instruction (changes) for 2015 5500-EZ

    By Tom Poje, October 5, 2015
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • October 5, 2015

23. Insufficient information to complete 5500

    By Guest SuzieQNEC, October 22, 2009
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • October 22, 2009

24. Insufficient information to file by deadline

    By Guest JMN, October 13, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2011

25. Insufficient Postage

    By Guest pjg, July 24, 2003
    • 1 reply
    • 1k views
    • 
    • Earl
    • July 24, 2003

26. Insurance

    By Guest Achilles, July 15, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 16, 2004

27. Insurance Company General Account

    By Guest meggie, April 1, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2003

28. Insurance policies and the premium payments on 5500

    By Alex Daisy, June 21, 2016
    • 2 replies
    • 999 views
    • 
    • Alex Daisy
    • June 21, 2016

29. Insurance policy transferred out of MPP and into PSP during plan year. File Schedule A for MPP?

    By Guest amybu99, October 14, 2003
    • 0 replies
    • 886 views
    • 
    • Guest
    • October 14, 2003

30. Insurance Subscriber

    By Guest holmenbt, June 11, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 13, 2003

31. Insured Health Plans

    By Guest GRESSEL, July 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 14, 2001

32. Insured Welfare Plan - Final Return

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

33. 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

34. Intranet posting of 5500 Information

    By Gilmore, July 11, 2018
    • 12 replies
    • 3.4k views
    • 
    • Bird
    • July 16, 2018

35. Investment entities

    By Guest meggie, August 10, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • August 10, 2000

36. IQPA and 5500 for terminated/merged plan

    By Guest Asvedlow, June 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • ERISA25
    • January 31, 2011

37. IQPA never filed

    By goldtpa, October 12, 2006
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • February 22, 2007

38. IRS Audit on Profit Sharing Plan

    By chc93, January 27, 2010
    • 4 replies
    • 2.7k views
    • 
    • mwyatt
    • January 29, 2010

39. IRS botches it yet again

    By Belgarath, December 5, 2016
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 5, 2016

40. IRS Declares Form 5500 Exempt from PTIN Requirement

    By Dave Baker, December 30, 2010
    • 24 replies
    • 5.7k views
    • 
    • Kevin C
    • February 23, 2011

41. IRS Delinquency Notices

    By 401 Chaos, January 14, 2013
    • 5 replies
    • 1.8k views
    • 
    • 401 Chaos
    • January 22, 2013

42. IRS Fine for late 5500 filing

    By Cathy from Chicago, July 23, 2002
    • 1 reply
    • 2.2k views
    • 
    • Fredman
    • July 24, 2002

43. IRS FIRE website

    By pmacduff, August 6, 2012
    • 1 reply
    • 1.2k views
    • 
    • Doghouse
    • August 6, 2012

44. IRS Guidance on Form 5500 requirements for retroactively adopted plans

    By C. B. Zeller, August 6, 2021
    • 1 reply
    • 790 views
    • 
    • Bird
    • August 6, 2021

45. IRS Help with bogus late filing penalty

    By mwyatt, July 6, 2011
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • July 6, 2011

46. IRS Issues Penatly Notice for Late 5500 - If Plan Participates in DFVC, Is IRS Penalty Abated?

    By Guest rocnrols2, March 25, 2004
    • 5 replies
    • 2.4k views
    • 
    • Earl
    • June 3, 2005

47. IRS late 5500 notice

    By Trisports, December 4, 2017   

    • late5500
    • irs notice
    • 7 replies
    • 1.9k views
    • 
    • chc93
    • November 16, 2021

48. IRS letter

    By SSRRS, November 6, 2020
    • 1 reply
    • 459 views
    • 
    • SSRRS
    • November 9, 2020

49. IRS Letter - Change in EIN - Need HELP

    By Guest Holly Foster, October 21, 2010
    • 3 replies
    • 3.2k views
    • 
    • BeanCounterBlues
    • October 27, 2010

50. IRS letter - EIN number

    By tymesup, November 14, 2023
    • 6 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 6, 2023