Form 5500

3,281 topics in this forum

1. Poll on multiple employer plan 5500 filing rules

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

2. Searching for Plan Documents

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

3. Form 5330 question

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

4. Davis Bacon - delinquent contributions?

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

5. Summary Annual Report

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

6. Corrective distributions on Schedule I

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

7. SAR Not Required for Unfunded Plan?

   By 5500Nerd, July 25, 2018   

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

8. 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

9. 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

10. 8955-SSA & a rehire

    By doombuggy, October 2, 2015   

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

11. 5500-EZ Line 10(i)1

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

12. 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

13. email a 5500 as pdf

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

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

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

15. Schedule D and Schedule H

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

16. What to do with an extra two cents?

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

17. delinquent deferral contributions

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

18. Mandatory EZ Electronic Filing 2024

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

19. Fair Marlet Value of Corporate Stock

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

20. Return of Mistaken Distribution

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

21. Filing date for the SAR

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

22. February plan termination

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

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

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

24. Schedule T li

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

25. Master Trusts

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

26. Forfeitures- Schedule I

    By Guest rachd, May 20, 2003
    • 2 replies
    • 1.4k views
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    • pmacduff
    • May 20, 2003

27. 8955-SSA

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

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

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

29. sb versus sf participant count

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

30. Schedule C

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

31. Transfer of assets equals new plan?

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

32. 5500 form - Page 2 Participant Count & Tedrminated Plan

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

33. Using corporate Extension to 9/15

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

34. Small plan audit waiver question

    By Belgarath, February 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 2, 2002

35. Tax Consequences of Failing Coverage Testing

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

36. Short Plan Year Due to Termination

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

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

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

38. Form 5500 Line 7b and 7C

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

39. Life insurance death benefit - Schedule I reporting

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

40. Failture to file

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

41. Form 5500 partic./employee count

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

42. Form 5500 Merged Plans

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

43. Ownership Change - New EIN

    By MBCarey, July 23, 2004
    • 2 replies
    • 1.5k views
    • 
    • MBCarey
    • July 27, 2004

44. Unreported Assets

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

45. 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

46. 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

47. Form 5500 (Welfare Plan) Policy Year Change

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

48. DOL rejecting 2-person SF's?

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

49. Characteristic Code "2K"

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

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

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