Form 5500

3,277 topics in this forum

1. Summary Annual Report

   By KateSmithPA, July 22, 2008
   • 2 replies
   • 2.1k views
   • 
   • Kevin C
   • July 22, 2008

2. Corrective distributions on Schedule I

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

3. SAR Not Required for Unfunded Plan?

   By 5500Nerd, July 25, 2018   

   • sar
   • 2 replies
   • 896 views
   • 
   • 5500Nerd
   • July 26, 2018

4. Form 5500 Sponsors name change after close of pye

   By Guest EDSAADE, June 12, 2002
   • 2 replies
   • 3.5k views
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   • Guest
   • June 14, 2002

5. Schedule I - Late Deferral Payments

   By Guest revier, September 28, 2004
   • 2 replies
   • 1.5k views
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   • Lori Friedman
   • September 30, 2004

6. 8955-SSA & a rehire

   By doombuggy, October 2, 2015   

   • Form 8955-SSA
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • October 5, 2015

7. 5500-EZ Line 10(i)1

   By emmetttrudy, October 12, 2009
   • 2 replies
   • 1.2k views
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   • emmetttrudy
   • October 16, 2009

8. Sch. A. what does reg "on request" wording mean

   By Guest ak, June 22, 2006
   • 2 replies
   • 1.4k views
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   • E as in ERISA
   • June 22, 2006

9. email a 5500 as pdf

   By ombskid, October 14, 2008
   • 2 replies
   • 1.1k views
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   • Guest
   • October 14, 2008

10. Relius Gov't Forms - "filing for plan year"

    By Dinosaur, October 20, 2010
    • 2 replies
    • 1k views
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    • austin3515
    • October 20, 2010

11. Schedule D and Schedule H

    By Guest pensionbrainwashed, October 12, 2005
    • 2 replies
    • 1.8k views
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    • JanetM
    • October 12, 2005

12. What to do with an extra two cents?

    By Guest Jensen, July 28, 2006
    • 2 replies
    • 1.5k views
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    • Appleby
    • July 31, 2006

13. delinquent deferral contributions

    By pmacduff, November 22, 2019
    • 2 replies
    • 669 views
    • 
    • Kristina
    • November 25, 2019

14. Mandatory EZ Electronic Filing 2024

    By shERPA, September 4, 2024
    • 2 replies
    • 732 views
    • 
    • shERPA
    • September 6, 2024

15. Fair Marlet Value of Corporate Stock

    By Guest MS TPA, January 18, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2011

16. Return of Mistaken Distribution

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

17. Filing date for the SAR

    By Guest Powers, August 20, 2008
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • August 20, 2008

18. February plan termination

    By R. Butler, October 5, 2015
    • 2 replies
    • 829 views
    • 
    • R. Butler
    • October 5, 2015

19. Can you change from 5500-SF to 5500-EZ for final filing

    By R. Butler, November 2, 2023
    • 2 replies
    • 832 views
    • 
    • BeanCounterBlues
    • January 5, 2024

20. Schedule T li

    By kmciver, May 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • kmciver
    • May 23, 2002

21. Master Trusts

    By J. Bringhurst, February 14, 2003
    • 2 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • February 19, 2003

22. Forfeitures- Schedule I

    By Guest rachd, May 20, 2003
    • 2 replies
    • 1.3k views
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    • pmacduff
    • May 20, 2003

23. 8955-SSA

    By Guest 4:15 Limit, December 2, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2011

24. What Do Participating Employers Do if the MEWA Does not File a Form 5500?

    By 5500Nerd, April 12, 2023
    • 2 replies
    • 785 views
    • 
    • 5500Nerd
    • April 17, 2023

25. sb versus sf participant count

    By Draper55, November 24, 2015
    • 2 replies
    • 1.2k views
    • 
    • Draper55
    • November 25, 2015

26. Schedule C

    By Guest Pension250, February 8, 2010
    • 2 replies
    • 2k views
    • 
    • Laura Harrington
    • February 16, 2010

27. Transfer of assets equals new plan?

    By Spencer, September 13, 2012
    • 2 replies
    • 1.6k views
    • 
    • Spencer
    • September 13, 2012

28. 5500 form - Page 2 Participant Count & Tedrminated Plan

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

29. Using corporate Extension to 9/15

    By thepensionmaven, September 5, 2024
    • 2 replies
    • 497 views
    • 
    • thepensionmaven
    • September 6, 2024

30. Small plan audit waiver question

    By Belgarath, February 21, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 2, 2002

31. Tax Consequences of Failing Coverage Testing

    By Guest PBJ, March 27, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 27, 2007

32. Short Plan Year Due to Termination

    By Vlad401k, April 21, 2015
    • 2 replies
    • 9.6k views
    • 
    • ESOP Guy
    • April 21, 2015

33. eligibility to waive 5500-EZ or -SF filing

    By pmacduff, November 1, 2017
    • 2 replies
    • 621 views
    • 
    • pmacduff
    • November 1, 2017

34. Form 5500 Line 7b and 7C

    By Alex Daisy, May 27, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bill Presson
    • May 27, 2009

35. Life insurance death benefit - Schedule I reporting

    By Belgarath, November 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • November 12, 2004

36. Failture to file

    By Guest Clain, January 22, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 22, 2009

37. Form 5500 partic./employee count

    By Guest Achilles, October 13, 2001
    • 2 replies
    • 2.4k views
    • 
    • mwyatt
    • October 15, 2001

38. Form 5500 Merged Plans

    By Vlad401k, April 21, 2015
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • April 21, 2015

39. Ownership Change - New EIN

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

40. Unreported Assets

    By Guest cke66edy, June 6, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • June 7, 2011

41. Does Special 80/120 Rule Exempt from Audit too, or just full f5500?

    By Oh so SIMPLE, September 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • September 14, 2012

42. Schudele 5500 Schedle H line 4i assets held for investment

    By Guest Kriso, October 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 14, 2003

43. Form 5500 (Welfare Plan) Policy Year Change

    By Inquisitive One, April 11, 2017
    • 2 replies
    • 730 views
    • 
    • Inquisitive One
    • April 11, 2017

44. DOL rejecting 2-person SF's?

    By BG5150, January 22, 2021
    • 2 replies
    • 524 views
    • 
    • Soundbc1
    • January 22, 2021

45. Characteristic Code "2K"

    By Guest LWilson, July 23, 2002
    • 2 replies
    • 3.9k views
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    • Fredman
    • July 24, 2002

46. Schedule H, Item 4i-Assets held for investment?

    By Guest Judy S, March 1, 2004
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • March 2, 2004

47. Schedule C question

    By bzorc, October 4, 2019
    • 2 replies
    • 779 views
    • 
    • bzorc
    • October 14, 2019

48. 5558 for new plan but then 5500 not needed

    By TPApril, July 30, 2022
    • 2 replies
    • 595 views
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    • CuseFan
    • August 1, 2022

49. Schedule SSA: Does anyone know the definition of "DEFERRED VESTE

    By Moe Howard, September 8, 2000
    • 2 replies
    • 11.6k views
    • 
    • david rigby
    • September 8, 2000

50. Schedule C

    By Guest Golden Girl, October 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2009