Form 5500

3,277 topics in this forum

1. Item 7g

   By Guest Giovanni, August 23, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 27, 2001

2. July 31 Extension Date

   By Guest emtee, July 13, 2001
   • 1 reply
   • 1.5k views
   • 
   • pmacduff
   • July 13, 2001

3. just released 5500-SUP guidelines

   By Tom Poje, March 31, 2015
   • 4 replies
   • 1.3k views
   • 
   • Tom Poje
   • April 1, 2015

4. Keep getting form CP214 even though S corp was terminated. Worried about $150k penalty and /or $1500

   By JanetJ, February 23, 2021
   • 1 reply
   • 961 views
   • 
   • Mike Preston
   • February 23, 2021

5. Keogh 5500 extension

   By Guest Nautical, July 20, 2004
   • 1 reply
   • 1.6k views
   • 
   • wmyer
   • July 20, 2004

6. Keogh close Form 5500

   By Guest Small Business Owner, April 27, 2012
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 28, 2012

7. Large Plan & Final 5500 Short Plan Year

   By Guest MS TPA, December 10, 2010
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • December 14, 2010

8. Large Plan and independent audit

   By Guest mparker2028, September 22, 2005
   • 12 replies
   • 3k views
   • 
   • BeckyMiller
   • September 26, 2005

9. Large Plan Audit

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

10. Large plan audit not done by extension deadline

    By Lori H, March 1, 2018
    • 11 replies
    • 3.4k views
    • 
    • Calavera
    • March 7, 2018

11. Large Plan Audits

    By pmacduff, June 12, 2008
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 17, 2008

12. Large Plan Audits

    By Guest m.n.ouellette, February 9, 2005
    • 7 replies
    • 2k views
    • 
    • Guest
    • February 10, 2005

13. Large Plan Audits

    By T.J. Orr, July 10, 2002
    • 3 replies
    • 2.2k views
    • 
    • JohnCheek
    • July 16, 2002

14. Large Plan audits for short plan years

    By Guest jim williams, June 25, 2001
    • 2 replies
    • 1.4k views
    • 
    • Medusa
    • June 25, 2001

15. Large Plan Filing - Assets Held for Investments

    By Guest f1234, June 17, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2005

16. Large Plan Filing - audit requirements

    By Guest nps, October 21, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • October 21, 2003

17. Large plan filing?

    By TPAAdvisor, November 13, 2023
    • 0 replies
    • 357 views
    • 
    • TPAAdvisor
    • November 13, 2023

18. Large Plan now a small plan

    By Guest Rudy, September 17, 2003
    • 1 reply
    • 1k views
    • 
    • Harwood
    • September 17, 2003

19. Large Plan or Small Plan?

    By Guest Amy Harle, July 29, 2002
    • 7 replies
    • 3k views
    • 
    • JohnCheek
    • July 30, 2002

20. Large Plan Participant Count, 80-120 rule

    By K-t-F, March 17, 2009
    • 6 replies
    • 4.5k views
    • 
    • BG5150
    • March 18, 2009

21. Large Plan SSA filings

    By RCK, June 17, 2009
    • 1 reply
    • 917 views
    • 
    • david rigby
    • June 17, 2009

22. Large plan vs small plan filing

    By Guest susa, May 3, 2004
    • 2 replies
    • 2k views
    • 
    • Theresa Lynn
    • May 4, 2004

23. Large plan, never filed, will be late again

    By TPApril, August 24, 2023
    • 2 replies
    • 470 views
    • 
    • rocknrolls2
    • August 25, 2023

24. Large Plan/Small Plan - lines 6 and 7f on form 5500

    By Guest MJP, June 17, 2004
    • 2 replies
    • 1.3k views
    • 
    • Archimage
    • June 17, 2004

25. Large to small plan filing

    By SusanKD, February 11, 2011
    • 2 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • February 11, 2011

26. Large welfare plan paid DFVCP payment but never submitted filings

    By Bulldogs5445, July 8, 2022
    • 1 reply
    • 412 views
    • 
    • EBP
    • July 8, 2022

27. Last minute auditors

    By Guest KTigges, October 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 3, 2002

28. Last Year's Ending Balance Wrong

    By KateSmithPA, November 30, 2001
    • 4 replies
    • 2.2k views
    • 
    • KateSmithPA
    • November 30, 2001

29. Late 2009 Form 5500-EZ Filing

    By JAY21, October 20, 2011
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • October 21, 2011

30. Late 2010 Form 5500 filing notices

    By chc93, February 16, 2012
    • 1 reply
    • 966 views
    • 
    • K2retire
    • February 16, 2012

31. Late 401(k) Deposits

    By Medusa, July 20, 2007
    • 11 replies
    • 4.1k views
    • 
    • JanetM
    • July 25, 2007

32. Late 401k Deposits Form 5330

    By Lori Foresz, August 26, 2009
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • August 31, 2009

33. Late 5500

    By goldtpa, December 14, 2013
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • December 24, 2013

34. late 5500

    By jkdoll2, May 5, 2010
    • 4 replies
    • 1.1k views
    • 
    • DPSRich
    • May 5, 2010

35. Late 5500

    By R. Butler, July 14, 2006
    • 3 replies
    • 2.5k views
    • 
    • Santo Gold
    • March 14, 2007

36. Late 5500 - Form Already Filed - DFVC

    By austin3515, June 18, 2013
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • June 4, 2017

37. Late 5500 - IRS and DOL penalties

    By t.haley, July 3, 2012
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

38. Late 5500 - Penalty charged

    By 52626, August 21, 2014
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • August 22, 2014

39. late 5500 filed, extension not recognized

    By Santo Gold, January 14
    • 3 replies
    • 394 views
    • 
    • Eve Sav
    • January 15

40. late 5500 filing

    By wsp, October 9, 2002
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • October 9, 2002

41. Late 5500 filing

    By ERISA13, September 24, 2010
    • 4 replies
    • 2.3k views
    • 
    • ERISA13
    • September 29, 2010

42. Late 5500 Filing

    By ndj2377, February 22, 2017
    • 3 replies
    • 619 views
    • 
    • ndj2377
    • February 22, 2017

43. Late 5500 filings & DFVCP

    By ERISA13, August 8, 2012
    • 6 replies
    • 2.7k views
    • 
    • chc93
    • September 6, 2012

44. Late 5500, 5558 was missed

    By Guest TomV, December 15, 2010
    • 3 replies
    • 2k views
    • 
    • Bill Presson
    • December 16, 2010

45. Late 5500?

    By katie58, May 29, 2014   

    • Merged 401(k) Plans
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • May 29, 2014

46. Late 5500's

    By Guest willow, September 28, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • September 28, 2005

47. Late 5500's....REAL LATE

    By wsp, October 21, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • October 24, 2005

48. Late 5500/SF

    By thepensionmaven, April 20, 2018
    • 24 replies
    • 4.3k views
    • 
    • COplainsman
    • June 16, 2021

49. Late 5500EZ

    By Guest malisic1, April 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • April 25, 2009

50. Late 5500EZ

    By Guest RBlaine, September 3, 2003
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • September 4, 2003