Form 5500

3,277 topics in this forum

1. Schedule C -- An intriguing matter

   By Lori Friedman, June 13, 2005
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • June 14, 2005

2. First Year Report (5500)

   By thepensionmaven, February 25, 2025
   • 4 replies
   • 1.4k views
   • 
   • Paul I
   • February 26, 2025

3. Plan Termination/Merger?

   By Guest rachd, February 12, 2003
   • 1 reply
   • 1.4k views
   • 
   • Kirk Maldonado
   • February 13, 2003

4. 403(b) Plan -using 404(c)

   By Guest Catherine M. Peery, June 2, 2010
   • 1 reply
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • June 3, 2010

5. SchedH and deferred audit

   By hunter001, August 17, 2015
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • August 17, 2015

6. Form 5500 code for an onsite clinic

   By pcbenefits007, August 23, 2016   

   • onsite clinic
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • August 23, 2016

7. What is the purpose of Form SSA?

   By Guest capitol_hill, February 6, 2008
   • 2 replies
   • 1.4k views
   • 
   • pmacduff
   • February 6, 2008

8. Date on Form 5558

   By Guest txtech, July 20, 2005
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 20, 2005

9. Independent Qualified Public Accountant Audit

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

10. Municipality Money Purchase Plan

    By Deaconmomma, May 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • FormsRstillmylife
    • June 2, 2014

11. 5500SF instead of EZ

    By austin3515, June 6, 2014
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • June 6, 2014

12. DFVC Penalty Amount

    By Guest merlin, September 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 12, 2002

13. 2011 IFile

    By 12AX7, August 25, 2011
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • September 1, 2011

14. 5500 forms filed when not required - what happens when you stop?

    By Belgarath, July 2, 2013
    • 2 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • July 2, 2013

15. Still question on 5500 regarding whether summary of material modification has been provided for any amendments?

    By chris, September 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • September 21, 2005

16. REIT on a 5500

    By austin3515, October 13, 2015
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • October 13, 2015

17. Schedule Q

    By Guest Asvedlow, June 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 22, 2001

18. Need to file short plan year 2018 5500

    By ESOP Guy, May 21, 2018
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 21, 2018

19. Final Form 5500 Report

    By 5500Nerd, May 14, 2024
    • 4 replies
    • 1.4k views
    • 
    • Bug on my window
    • May 14, 2024

20. Form 5500 #14 - IRS Compliance Questions

    By TN CPA, July 22, 2024
    • 3 replies
    • 1.4k views
    • 
    • TN CPA
    • July 22, 2024

21. Final 5500 for MPPP .... when the MPPP is merged into an existing PSP

    By Moe Howard, October 4, 2002
    • 2 replies
    • 1.4k views
    • 
    • BFree
    • October 7, 2002

22. Form 8955-SSA

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

23. Yet another Schedule I, line 4i question

    By Guest Rae, June 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • June 17, 2002

24. Corrective distribution

    By Guest KRS401k, November 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • November 18, 2008

25. Form 5500-EZ

    By Lori H, May 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 11, 2009

26. Became Large Plan Filer 2014 wants to Terminate Plan

    By Guest boltonch, July 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • July 3, 2014

27. Older 5500 EZ instructions

    By Belgarath, March 23, 2016
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 5, 2017

28. Schedule D for non calendar year Plan

    By Guest TrustMe401k, April 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 23, 2002

29. New threshold for 5500-EZ

    By Earl, June 12, 2007
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • June 12, 2007

30. Davis Bacon Plan

    By Santo Gold, July 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • July 14, 2008

31. SF Line 10a or Sched I Line 4l

    By hunter001, July 22, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • July 23, 2010

32. Form 5500 for fringe plans?

    By k man, March 1, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2007

33. Hurricane Katrina

    By Guest MoeHoward2, October 13, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 13, 2005

34. Single 5500 for Two 403(b) Plans?

    By smit1970, March 16, 2016   

    • 5500
    • 403(b)
    • 2 replies
    • 1.4k views
    • 
    • smit1970
    • March 17, 2016

35. Availability of Forms for 2000?

    By Guest MSMA, January 25, 2002
    • 4 replies
    • 1.4k views
    • 
    • Theresa Lynn
    • January 28, 2002

36. Schedule A Help!

    By card, July 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • card
    • July 17, 2002

37. Form 5558

    By MBCarey, February 9, 2012
    • 2 replies
    • 1.4k views
    • 
    • MBCarey
    • February 9, 2012

38. Welfare plan filing

    By bzorc, October 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • bzorc
    • October 10, 2001

39. 5500 Schedule I - question 4i - does the 20% include the current year contribution receivable? What does the 20% include?

    By Guest elirpa, September 22, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • September 22, 2005

40. EFAST DOL - Website (Amended 5500-SF Return Filed)

    By PainPA, March 9, 2016
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • March 9, 2016

41. Distribution Fee on Form 5500 and Management Fees

    By Vlad401k, July 20, 2015
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 20, 2015

42. Employer contributions, Line 5, Schedule F

    By Guest RAJ, November 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 27, 2001

43. E Fast 2 verification

    By Tom Poje, June 10, 2010
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • June 10, 2010

44. Mutual Funds

    By jpod, September 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • September 3, 2009

45. 2009 Form 5500

    By blue, August 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • August 11, 2009

46. Sale of Actuarial Firm signing Schedule Bs

    By Guest meggie, February 5, 2004
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 5, 2004

47. audit on plan needed if plan sponsor bankrupt?

    By Guest Boots, August 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • chc93
    • August 19, 2009

48. 2011 form 5500 EZ

    By Tom Poje, December 7, 2011
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 7, 2011

49. 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

50. filing requirement for a welfare plan

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