Form 5500

3,277 topics in this forum

1. Ownership Change - New EIN

   By MBCarey, July 23, 2004
   • 2 replies
   • 1.4k views
   • 
   • MBCarey
   • July 27, 2004

2. Software

   By Guest akwallace, May 31, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • May 31, 2002

3. EFAST for H&W plans?

   By Guest Georgia1, August 31, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 25, 2009

4. Incenting former employees to roll out to trim numbers

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

5. Form 5500's for plan terminated in 2004

   By Belgarath, May 8, 2007
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • May 10, 2007

6. DVFC

   By Guest cease, September 5, 2003
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 5, 2003

7. 5500 Codes - PPT Directed switched to Pooled

   By Lynda Hill, April 17, 2025
   • 1 reply
   • 1.4k views
   • 
   • Peter Gulia
   • April 17, 2025

8. 2009 Form 5500-EZ

   By Guest 4:15 Limit, March 2, 2010
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 2, 2010

9. Form 5500 form late filing thru DFVCP

   By Mohan, February 27, 2025
   • 2 replies
   • 1.4k views
   • 
   • Mohan
   • February 27, 2025

10. Form 8955-SSA not filed

    By Guest CoffeePlease24, October 2, 2012
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • October 3, 2012

11. What Does "Edit" Mean?

    By Andy the Actuary, July 26, 2010
    • 4 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • July 27, 2010

12. 5500 filing with Schedule B not required; how to avoid rejected filing

    By AndyH, July 9, 2002
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002

13. Schedule I; 4e Fidelity Bond Question

    By Guest spanarkle, April 7, 2004
    • 3 replies
    • 1.4k views
    • 
    • Earl
    • May 2, 2004

14. 5500 exemption when assets are less than $100,000 and covers only owners

    By Guest erepper, May 25, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2005

15. When using the FIRE system, at what point in transmitting a Form 8955-SSA has the deadline been met?

    By Beemer, May 5, 2015
    • 2 replies
    • 1.4k views
    • 
    • Beemer
    • May 5, 2015

16. IFILE and Acknowledgement ID

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

17. Reimbursed fees on Sched H/I

    By TPApril, July 13, 2011
    • 8 replies
    • 1.4k views
    • 
    • TPApril
    • July 19, 2011

18. Restored Forfeitues

    By Disco Stu, May 29, 2002
    • 0 replies
    • 1.4k views
    • 
    • Disco Stu
    • May 29, 2002

19. Schedule I & Forfeitures

    By Guest rachd, February 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • February 5, 2003

20. Form 5500 Filing with an FSA

    By paulaq, June 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • paulaq
    • June 26, 2015

21. Schedule H - Trust Information

    By austin3515, May 16, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 17, 2014

22. Large Plan Audit

    By KateSmithPA, May 19, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 19, 2005

23. Relius WebClient

    By Guest Jennyb473, June 17, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2010

24. Defaulted Loans reporting.

    By jquazza, March 25, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 25, 2004

25. How should 5500 be completed when a correction is pending?

    By John A, September 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • September 28, 2001

26. DFVC fees

    By R. Butler, October 6, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 6, 2010

27. Submitting a 5500 with no Credentials

    By austin3515, July 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • July 18, 2011

28. DFVCP

    By 12AX7, September 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • October 4, 2011

29. Question 6 on Form 5500

    By justatester, November 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • November 22, 2011

30. 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

31. Summary Annual Report

    By Guest Jensen, September 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 19, 2006

32. Line 7i count

    By Guest Gaurav, July 27, 2006
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • July 27, 2006

33. Partial participant direction

    By Richard Anderson, October 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • October 10, 2001

34. Corrective distributions on Schedule I

    By Guest MAWalsh, July 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Disco Stu
    • July 2, 2002

35. Two companies incorrectly included in one plan. Form 5500 impact?

    By Guest Factster, September 13, 2002
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 13, 2002

36. Amended 5500 for 1997

    By Guest Ed Walker, January 31, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 31, 2002

37. Does an Employee Achievement Award Plan have to file a 5500?

    By Guest SCUDDESLER, January 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 2, 2001

38. Sch. T - collective bargained and NHCE's in same plan.

    By Guest, January 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 10, 2001

39. Schedule A required if all assets transferred mid-year?

    By Cathy from Chicago, April 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Cathy from Chicago
    • April 16, 2002

40. Schedule H where to report credit...

    By pmacduff, May 19, 2015
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • May 19, 2015

41. HELP - NO TIME FOR AUDIT REQ.!!

    By Guest PLHart, September 12, 2003
    • 3 replies
    • 1.4k views
    • 
    • KJohnson
    • September 12, 2003

42. Profit sharing terminated, but $29 made its way back into account on 12/29/06

    By Guest JReality, January 31, 2007
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • February 1, 2007

43. 5500

    By Guest kdw13, June 5, 2006
    • 4 replies
    • 1.4k views
    • 
    • namealreadyinuse
    • June 8, 2006

44. Amending 5500

    By RDY2RTR, October 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • EBDI
    • October 15, 2010

45. 2002 5500 EZ instructions

    By Belgarath, January 22, 2003
    • 7 replies
    • 1.4k views
    • 
    • Dave Baker
    • January 31, 2003

46. Unsure

    By thepensionmaven, February 15, 2025
    • 2 replies
    • 1.4k views
    • 
    • thepensionmaven
    • February 15, 2025

47. 2004/2005 late 5500 filing and penalty assessed

    By Lori H, March 15, 2010
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • April 13, 2010

48. Dueling Notices

    By WDIK, September 6, 2011
    • 7 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • September 7, 2011

49. 5500 form - Page 2 Participant Count & Tedrminated Plan

    By Guest pensionslave, June 23, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 23, 2006

50. non-eligible plan asset of no value

    By Effen, September 27, 2010
    • 7 replies
    • 1.4k views
    • 
    • Ron Snyder
    • September 28, 2010