Form 5500

3,277 topics in this forum

1. ERPA designation now final

   By Mike Preston, September 25, 2007
   • 2 replies
   • 2.2k views
   • 
   • Peanut Butter Man
   • September 27, 2007

2. H&W 5500's - wrapping multiple 5500's into one & plan years

   By TPApril, May 5, 2024
   • 2 replies
   • 730 views
   • 
   • TPApril
   • May 6, 2024

3. Relius WebClient - not publishing?

   By Leopurrd, April 15, 2013
   • 2 replies
   • 1.3k views
   • 
   • Lou S.
   • April 15, 2013

4. Form 5500

   By Guest jsga, July 24, 2001
   • 2 replies
   • 1.5k views
   • 
   • Alan Simpson
   • July 24, 2001

5. 5500-EZ

   By Belgarath, May 11, 2010
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • May 12, 2010

6. Special Extension Box

   By austin3515, April 24, 2020
   • 2 replies
   • 1.5k views
   • 
   • 5500Nerd
   • April 24, 2020

7. EFAST2 filing

   By pmacduff, September 29, 2010
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • September 30, 2010

8. Welfare Plan - changes ownership at 1/1 - how to stop filing

   By TPApril, August 21, 2015
   • 2 replies
   • 696 views
   • 
   • TPApril
   • August 25, 2015

9. 5500 - Do I Need to File

   By Guest Suzebp, May 29, 2007
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • May 30, 2007

10. One Participant plan Delinquent Filer

    By Dougsbpc, April 26, 2019
    • 2 replies
    • 691 views
    • 
    • thepensionmaven
    • May 11, 2019

11. First Time Filer

    By Guest ehs, October 24, 2006
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • October 30, 2006

12. IRS Notification letter number for line 12 5500-SF

    By Tom, March 13, 2024
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • March 14, 2024

13. Certification: 29 C.F.R. 2520.103-5

    By Guest richez, August 3, 2006
    • 2 replies
    • 3.1k views
    • 
    • Leopurrd
    • August 4, 2006

14. Plan Merger Filings

    By Guest Tad77, August 31, 2006
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • August 31, 2006

15. Cafeteria plan changes to a "wrap" document

    By Belgarath, April 29, 2019
    • 2 replies
    • 1.2k views
    • 
    • loserson
    • May 1, 2019

16. 5500EZ

    By AmyETPA, July 21, 2021
    • 2 replies
    • 846 views
    • 
    • BG5150
    • July 26, 2021

17. Line 12

    By Tom, January 19, 2024
    • 2 replies
    • 996 views
    • 
    • Paul I
    • January 19, 2024

18. Health & Welfare 5500 Filings

    By Guest carmjoe, July 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lori Friedman
    • July 30, 2004

19. 2010 form 5500EZ and instructions

    By Belgarath, June 13, 2011
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • June 14, 2011

20. 5500-SF versus 5500 for small plan

    By Pammie57, July 20, 2016
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • July 20, 2016

21. Schedule C- Attorneys Fees

    By Randy Watson, July 30, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 2, 2010

22. Signature Stamp

    By mwyatt, May 23, 2006
    • 2 replies
    • 1.8k views
    • 
    • mwyatt
    • May 23, 2006

23. Late form 8955

    By Chippy, November 22, 2013
    • 2 replies
    • 1.8k views
    • 
    • ESOP Guy
    • November 25, 2013

24. Small Plan Audit Waiver Bonding when Non Qualified Assets change during plan year

    By Pixie, August 23, 2013
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • August 23, 2013

25. What is the purpose of Form SSA?

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

26. Form 5500 Filing with an FSA

    By paulaq, June 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • paulaq
    • June 26, 2015

27. Supplemental group life, ltd and dependent life 5500 question.

    By Guest benefitsdude6, July 7, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • July 7, 2004

28. Significant Deficiency

    By Chaz, July 11, 2024
    • 2 replies
    • 1k views
    • 
    • Chaz
    • July 11, 2024

29. Form 5500 Filing Question

    By Brian Murphy, July 22, 2025
    • 2 replies
    • 834 views
    • 
    • RatherBeGolfing
    • July 22, 2025

30. Form 5330

    By Guest sritts, May 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2003

31. Do you count receivables in the Sched I Line 4i calc?

    By AlbanyConsultant, May 12, 2005
    • 2 replies
    • 1.6k views
    • 
    • WDIK
    • May 16, 2005

32. Late 401k Deposits Form 5330

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

33. SF or EZ

    By thepensionmaven, October 17, 2022
    • 2 replies
    • 655 views
    • 
    • thepensionmaven
    • October 19, 2022

34. Schedule D

    By Guest joeyb, March 28, 2002
    • 2 replies
    • 1.6k views
    • 
    • Fredman
    • March 28, 2002

35. Form M1 and Form 5500 to Match?

    By 5500Nerd, May 9, 2024
    • 2 replies
    • 624 views
    • 
    • 5500Nerd
    • May 14, 2024

36. SAR for 2-participant plan

    By SMB, September 26, 2001
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 26, 2001

37. Form 5500 Number Participants

    By Guest 401kproman, March 28, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 28, 2002

38. Form 5558 extension-not filed in time?

    By Guest 401KTPA, August 2, 2005
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 2, 2005

39. Group Annuity Separate Account

    By PAL, June 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • PAL
    • June 3, 2008

40. Characteristic Codes - Discontinued Benefit

    By Guest Dea, January 23, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 1, 2012

41. Delinquent Filer - information only returns

    By SheilaD, September 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • SheilaD
    • September 28, 2011

42. 2009 5500ez

    By jkdoll2, April 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • goldtpa
    • April 16, 2010

43. Audit requirement

    By R. Butler, October 17, 2001
    • 2 replies
    • 2.3k views
    • 
    • JohnCheek
    • October 27, 2001

44. 5500EZ Proposed Penalties

    By Guest RLMCPA, June 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • June 8, 2008

45. 2009 Form 5500-SF

    By msmith, June 9, 2010
    • 2 replies
    • 1.3k views
    • 
    • BeanCounterBlues
    • June 14, 2010

46. Penalty for late filing - Form 8955

    By QNPG, January 24, 2012
    • 2 replies
    • 1.8k views
    • 
    • QNPG
    • January 27, 2012

47. Summary Annual Report (SAR)

    By Jilliandiz, November 13, 2008
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • November 13, 2008

48. 5500-SF line 10e

    By Belgarath, March 6, 2013
    • 2 replies
    • 2.8k views
    • 
    • Bird
    • March 6, 2013

49. Attachment to Schedule A

    By Guest cynthiar, May 12, 2004
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 12, 2004

50. Family Plan: Form 5500-EZ or SF?

    By bzorc, November 16, 2018
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • November 26, 2018