Form 5500

3,272 topics in this forum

1. Late 8955-SSA

   By austin3515, March 7
   • 4 replies
   • 1.7k views
   • 
   • Peter Gulia
   • March 10

2. late adp refund

   By KevinMc, May 10, 2010
   • 0 replies
   • 1.3k views
   • 
   • KevinMc
   • May 10, 2010

3. Late contribution remittance

   By Brian Gallagher, June 10, 2003
   • 6 replies
   • 2.1k views
   • 
   • E as in ERISA
   • June 11, 2003

4. Late Deferral Contributions

   By blue, April 27, 2005
   • 3 replies
   • 1.5k views
   • 
   • jquazza
   • April 29, 2005

5. Late Deferral Notice

   By Below Ground, June 10, 2009
   • 5 replies
   • 1.8k views
   • 
   • Below Ground
   • July 23, 2009

6. Late Deferrals and Attachment to Schedule H, Line 4a

   By msmith, November 26, 2013
   • 0 replies
   • 1.9k views
   • 
   • msmith
   • November 26, 2013

7. Late deposits - Schedule I attachment 4a - VFCP: Whats required to file?

   By Guest chris4013, April 28, 2005
   • 6 replies
   • 2.9k views
   • 
   • TBob
   • June 1, 2005

8. LAte Deposits disclosed on 5500

   By austin3515, October 1, 2010
   • 4 replies
   • 3.5k views
   • 
   • 12AX7
   • October 6, 2010

9. Late deposits reported on the Schedule H

   By ratherbereading, September 24, 2020
   • 4 replies
   • 2.2k views
   • 
   • ratherbereading
   • September 25, 2020

10. Late employee contributions question

    By Guest LVanSteeter, August 18, 2005
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 19, 2005

11. Late employee contributions question

    By Guest LVanSteeter, June 17, 2004
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 18, 2004

12. Late EZ filer, wants to ask for waive of penalty instead of DFVCP

    By JHalligan, November 16, 2022
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • November 16, 2022

13. Late filed 5500

    By mariemonroe, March 31, 2021
    • 6 replies
    • 1.3k views
    • 
    • EBECatty
    • April 1, 2021

14. Late Filer of 5500-EZ - Old Problem New Questions

    By Guest gilast, September 4, 2005
    • 3 replies
    • 1.9k views
    • 
    • wmyer
    • September 6, 2005

15. Late filing DFVCP

    By Old Reliable, February 19, 2024
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • February 19, 2024

16. Late Filing of 5500-EZ

    By Guest scott34, June 16, 2009
    • 5 replies
    • 2.1k views
    • 
    • jpod
    • June 17, 2009

17. Late filing of 5500-EZ plus over-contribution to Keogh MPPP

    By Guest retiree, January 4, 2005
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • January 5, 2005

18. Late Filing of 5558 Notice from IRS

    By AmyETPA, October 4, 2021
    • 6 replies
    • 2.1k views
    • 
    • mattmc82
    • December 13, 2021

19. LATE FILING OF 97 - 99 5500 FORMS

    By dmb, December 15, 2000
    • 3 replies
    • 1.9k views
    • 
    • dmb
    • December 19, 2000

20. Late filing of form 5500

    By Guest JBeck, November 29, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 6, 2000

21. Late filing of Form 5500

    By wsp, October 20, 2003
    • 8 replies
    • 5.1k views
    • 
    • Guest
    • November 7, 2003

22. Late filing of Form 5500 and SAR

    By cpc0506, January 27, 2017
    • 2 replies
    • 846 views
    • 
    • TPApril
    • March 21, 2017

23. Late Filing Penalties under new system

    By Guest dbvail, March 25, 2010
    • 0 replies
    • 964 views
    • 
    • Guest
    • March 25, 2010

24. Late filing Penalty

    By hunter001, May 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • 12AX7
    • May 7, 2010

25. Late Filing, IRS vs. DOL

    By Guest merlin, November 22, 2004
    • 3 replies
    • 1.7k views
    • 
    • Leopurrd
    • December 11, 2004

26. late filings

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

27. Late for filing 5500 form

    By Jakyasar, August 3, 2020
    • 4 replies
    • 726 views
    • 
    • Bill Presson
    • August 5, 2020

28. Late Form 5500 filing for LTD plan

    By alexa, January 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • alexa
    • January 10, 2002

29. Late Form 5500-EZ

    By Guest slpace, April 7, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 7, 2003

30. Late form 8955

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

31. Late Forms 5500 filed not using Delinquent Filer Program

    By TPA Bob, April 23, 2020   

    • form 5500
    • delinquent filer program
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 30, 2020

32. Late Large filer Form 5500

    By cpc0506, October 18, 2016
    • 6 replies
    • 1k views
    • 
    • BG5150
    • October 19, 2016

33. Late letters from the IRS

    By Guest 4Kicks, November 2, 2012
    • 12 replies
    • 2k views
    • 
    • austin3515
    • November 27, 2012

34. Late penalty question

    By soosil, December 13, 2016
    • 5 replies
    • 992 views
    • 
    • Tom Poje
    • December 15, 2016

35. latest draft for the 8955-ssa

    By Tom Poje, May 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • doombuggy
    • May 17, 2011

36. Latest word on PTIN- there is hope it won't be needed for 5500

    By Tom Poje, December 27, 2010
    • 0 replies
    • 956 views
    • 
    • Tom Poje
    • December 27, 2010

37. Leap Year 5500

    By Guest mol, September 7, 2004
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 7, 2004

38. Legal Services Plan

    By Guest Rocky, May 5, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 5, 2005

39. Letter saying 2017 not filed when it was

    By ESOP Guy, October 3, 2019
    • 3 replies
    • 695 views
    • 
    • Kevin C
    • October 4, 2019

40. Letters from Social Security Administration -people under retirement age

    By DPL, July 21, 2021
    • 5 replies
    • 725 views
    • 
    • ESOP Guy
    • July 23, 2021

41. LIFE INSURANCE

    By blue, January 20, 2006
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • January 20, 2006

42. Life insurance an asset?

    By R. Butler, September 7, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • September 8, 2000

43. Life Insurance Cash Value

    By MBCarey, June 21, 2002
    • 0 replies
    • 1.2k views
    • 
    • MBCarey
    • June 21, 2002

44. Life insurance death benefit - Schedule I reporting

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

45. Life Insurance Policies and Schedule I Reporting

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

46. Life insurance premium on 5500-SF

    By bcmom, June 15, 2017   

    • insurance premiums
    • 5500-sf
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • June 15, 2017

47. Limited Scope Audit

    By wmyer, November 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • wmyer
    • November 4, 2004

48. Limited Scope Audit

    By Disco Stu, June 19, 2001
    • 4 replies
    • 2.5k views
    • 
    • austin3515
    • September 12, 2002

49. Limited Scope Audit & Accountant's Opinion

    By Leopurrd, February 8, 2006
    • 4 replies
    • 4.5k views
    • 
    • Lori Friedman
    • February 9, 2006

50. Limited scope audit and certified trustee statements

    By Guest Emiman, November 4, 2005
    • 2 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • November 17, 2005