Form 5500

3,277 topics in this forum

1. New Address for filing 5558s

   By jquazza, July 2, 2003
   • 1 reply
   • 1.4k views
   • 
   • BFree
   • July 2, 2003

2. Form 5500 - New Multiple Employer Reporting

   By Gruegen, January 8, 2015
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • January 8, 2015

3. Counting ineligible participants with balance

   By TPApril, March 24, 2024
   • 8 replies
   • 1.4k views
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   • TPApril
   • March 29, 2024

4. Plan no longer subject to ERISA - final 5500?

   By t.haley, December 6, 2021
   • 5 replies
   • 1.4k views
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   • t.haley
   • December 7, 2021

5. Top HR Concerns in Banking Industry

   By Guest Tina Burke, March 12, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 12, 2001

6. late filings

   By Earl, September 5, 2002
   • 4 replies
   • 1.4k views
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   • jpod
   • September 5, 2002

7. Form 5500 SF

   By Guest Jstriley, June 9, 2010
   • 2 replies
   • 1.4k views
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   • Bird
   • June 10, 2010

8. Schedule C - non-monetary compensation

   By Guest allen293, April 16, 2010
   • 0 replies
   • 1.4k views
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   • Guest
   • April 16, 2010

9. Where do you get Form 5500 data for companies in your region?

   By Guest sclendaniel, January 21, 2004
   • 2 replies
   • 1.4k views
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   • E as in ERISA
   • January 21, 2004

10. Coverage testing - excludable employees & Schedule T

    By Guest Christie Banks, December 11, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • December 11, 2002

11. Frozen Plan Participant Count

    By dmwe, September 4, 2009
    • 0 replies
    • 1.4k views
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    • dmwe
    • September 4, 2009

12. Authorized Service Provider - Signing 5500 Filing?

    By 5500sorBust, May 8, 2025
    • 4 replies
    • 1.4k views
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    • Peter Gulia
    • May 9, 2025

13. Plan has Never Sent SAR

    By khn, August 9, 2013   

    • SAR
    • 2 replies
    • 1.4k views
    • 
    • khn
    • August 9, 2013

14. Failture to file

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

15. Line 10(g) on 5500 EZ

    By Belgarath, November 12, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 12, 2009

16. 5558 form filed under old EIN - now what to do when filing 5500

    By Tom, August 10, 2023
    • 7 replies
    • 1.4k views
    • 
    • Gilmore
    • August 11, 2023

17. Under 250K 5500EZ Exemption

    By JBones, October 13, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

18. Delinquent Form 8955-SSA

    By mming, January 7, 2021
    • 5 replies
    • 1.4k views
    • 
    • mming
    • January 12, 2021

19. What will happen if I don't file this year?

    By Jim Chad, June 26, 2010
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 2, 2010

20. Cost of Limited Partnership

    By kocak, August 31, 2001
    • 0 replies
    • 1.4k views
    • 
    • kocak
    • August 31, 2001

21. Filing for Employer funded FSA

    By GBurns, October 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • October 3, 2001

22. Actuarial Valuation

    By ERISAAPPLE, July 16, 2018
    • 5 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • July 18, 2018

23. Is Schedule A required with 5500-SF

    By Pammie57, February 28, 2022
    • 4 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • March 1, 2022

24. Master Trust

    By Guest bernverd, October 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 1, 2009

25. Form 5500 EZ or 5500?

    By Guest schmpa, July 12, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • July 12, 2002

26. Life Insurance Policies and Schedule I Reporting

    By Guest J Dennis, July 22, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • July 22, 2002

27. 403b 5500

    By Santo Gold, December 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 24, 2009

28. Late 2009 Form 5500-EZ Filing

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

29. Sch. A

    By doombuggy, June 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • June 22, 2002

30. Auditor requires 5500 to release report?

    By Guest WilliamC, March 24, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 26, 2004

31. Schedules P & SSA removed from 5500 for 2006?

    By Guest RJMOB, August 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • August 4, 2006

32. Schedule A and Redemption Fees

    By Guest carsonv, April 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • May 1, 2006

33. Form 8955-SSA & 403(b) plans

    By Beemer, November 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 18, 2011

34. Form 5500 - Line 7h

    By Alex Daisy, June 10, 2009
    • 6 replies
    • 1.4k views
    • 
    • TPAMan
    • July 8, 2009

35. What happens when DoL finds no bond?

    By Jed Macy, April 22, 2003
    • 2 replies
    • 1.4k views
    • 
    • bzorc
    • April 23, 2003

36. EFAST2

    By Guest Sieve, August 23, 2010
    • 6 replies
    • 1.4k views
    • 
    • Andy the Actuary
    • August 23, 2010

37. re-visiting IRS Notice 2014-35.. DFVC (efile) + paper file 8955-SSA

    By Jerry Erisa, May 9, 2015
    • 0 replies
    • 1.4k views
    • 
    • Jerry Erisa
    • May 9, 2015

38. DFVCP fee

    By SSRRS, January 13, 2025
    • 2 replies
    • 1.4k views
    • 
    • Paul I
    • January 13, 2025

39. 5330 Questions/Verification

    By Guest LVanSteeter, June 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2002

40. EFAST2 Error Code B-674

    By Guest Z&H, October 14, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 18, 2010

41. Do we need a Schedule B?

    By ERISAAPPLE, March 19, 2018
    • 5 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • March 20, 2018

42. 52/53 week plan year

    By Guest cosmo01, June 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • June 24, 2003

43. Form 5500-EZ

    By SMB, June 16, 2010
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • June 17, 2010

44. Summary Annual Report

    By Guest algelin, October 9, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2006

45. Schedule T and statutory exclusions

    By Guest RBlaine, May 10, 2004
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • May 10, 2004

46. Late filed 5500

    By mariemonroe, March 31, 2021
    • 6 replies
    • 1.4k views
    • 
    • EBECatty
    • April 1, 2021

47. Checkbox marked for final return- but it's not.

    By Guest rachd, May 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 30, 2003

48. Final Form 5500

    By Guest Theresa Irvin, June 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 7, 2001

49. EFAST2 Credentials

    By Guest MrsJones, August 5, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • August 5, 2010

50. 5500 extension

    By pmacduff, September 14, 2010
    • 0 replies
    • 1.4k views
    • 
    • pmacduff
    • September 14, 2010