Form 5500

3,277 topics in this forum

1. Can an ERISA plan become non-ERISA?

   By Flyboyjohn, March 11, 2015
   • 4 replies
   • 1.4k views
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   • Peter Gulia
   • March 12, 2015

2. can they file 5500-EZ?

   By dmb, April 3, 2003
   • 7 replies
   • 1.4k views
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   • Mike Preston
   • April 16, 2003

3. 2005 Short plan merger-failure to file

   By Guest LVanSteeter, August 4, 2006
   • 1 reply
   • 1.4k views
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   • WDIK
   • August 4, 2006

4. Any Hurricane Extensions?

   By austin3515, October 11, 2016
   • 5 replies
   • 1.4k views
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   • austin3515
   • October 12, 2016

5. multiple-employer plan

   By blue, July 12, 2007
   • 2 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 12, 2007

6. Do I file

   By wsp, December 19, 2005
   • 0 replies
   • 1.4k views
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   • wsp
   • December 19, 2005

7. Amended 5500

   By Fred Payne, July 15, 2003
   • 4 replies
   • 1.4k views
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   • WDIK
   • July 16, 2003

8. 5500 Large Plan - fees

   By PFranckowiak, May 10, 2013
   • 1 reply
   • 1.4k views
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   • ACox
   • May 10, 2013

9. Contributions Receivable

   By Guest ELomotan, October 2, 2013
   • 1 reply
   • 1.4k views
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   • Bird
   • October 2, 2013

10. Form 5330, Line 3b

    By Susan S., May 2, 2013
    • 0 replies
    • 1.4k views
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    • Susan S.
    • May 2, 2013

11. No More Schedule F

    By Guest Emiliano, April 5, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • April 5, 2002

12. Are new forfeitures reported as "other income" on Schedule H part II line 2c?

    By Micks, October 24, 2023
    • 5 replies
    • 1.4k views
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    • Micks
    • November 1, 2023

13. 80-120 Exception for new plan

    By Guest 401karl, July 24, 2009
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • July 24, 2009

14. Schedule SSA Filing Requirements for Partial Distributions

    By Beemer, June 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 10, 2005

15. Form 5330

    By 52626, April 11, 2012
    • 0 replies
    • 1.4k views
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    • 52626
    • April 11, 2012

16. 5500-EZ And Schedule A

    By abanky, April 23, 2002
    • 2 replies
    • 1.4k views
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    • abanky
    • April 23, 2002

17. IRS: Don't fill out optional question on 5500 for 2015

    By BG5150, February 18, 2016
    • 10 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 19, 2016

18. DFVC Questions - can fees be waived

    By TPApril, December 18, 2013
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • December 20, 2013

19. Participant Count

    By pmacduff, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • March 13, 2007

20. Health & Welfare 5500 Filings

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

21. Summary Annual Report

    By Guest 401kadmin, June 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 24, 2005

22. Master Trusts

    By J. Bringhurst, February 14, 2003
    • 2 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • February 19, 2003

23. Schedule T, when aggregating

    By himt4, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 5, 2005

24. 5500 - Schedule C reporting

    By Alex Daisy, August 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 13, 2010

25. Does an Escrow Deposit count as Real Estate for Sch I item 3c)?

    By Guest crosseyedtester, April 5, 2005
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • April 6, 2005

26. Amending Form 5500

    By Andy the Actuary, April 21, 2012
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • April 22, 2012

27. Two Schedule A questions

    By BG5150, June 20, 2008
    • 0 replies
    • 1.4k views
    • 
    • BG5150
    • June 20, 2008

28. 5500-SF - can I manually mark 5558 box

    By LMK TPA, July 8, 2024
    • 5 replies
    • 1.4k views
    • 
    • LMK TPA
    • July 10, 2024

29. Insurance Subscriber

    By Guest holmenbt, June 11, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 13, 2003

30. Large Plan audits for short plan years

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

31. Schedule R, Line 3

    By mming, October 5, 2016
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • October 5, 2016

32. terminating plan and participant count

    By Chippy, August 14, 2014
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 25, 2014

33. Received Settlement money. Final 5500 filed last year.

    By jkharvey, April 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • April 7, 2013

34. Sch. A. what does reg "on request" wording mean

    By Guest ak, June 22, 2006
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • June 22, 2006

35. Okay to use current form for earlier years?

    By Peter Gulia, September 9, 2009
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 2009

36. 5500 Audit for merged plan

    By dmb, October 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • October 22, 2002

37. Amended Schedule I

    By Richard Anderson, August 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 21, 2001

38. Web Client and the Alternate Filing Method

    By Dazednconfused, October 7, 2010
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 7, 2010

39. 5500-SF line 10f benefits due

    By Guest AP914, August 1, 2013
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 1, 2013

40. Wrong Plan name on 5558--what to do

    By BG5150, October 8, 2024
    • 6 replies
    • 1.4k views
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    • BG5150
    • October 11, 2024

41. 2001 Form 5500

    By Guest Powers, August 29, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • August 29, 2001

42. Can you withdraw both insurance costs and premiums paid tax free from

    By Guest david e. g. roberts, March 15, 2001
    • 1 reply
    • 1.4k views
    • 
    • Cathy from Chicago
    • March 24, 2001

43. Missing 5500

    By Guest BHAMEB, July 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • July 9, 2009

44. Merger of PS and MP, Final 5500 needed?

    By Guest RONNIE WASEL, October 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 10, 2003

45. Sch D

    By doombuggy, June 3, 2009
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • June 9, 2009

46. 2009 Form 5500-SF

    By Guest ABABAK, May 28, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2010

47. 5500 and qualified plans

    By mlp0816, April 18, 2007
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • April 18, 2007

48. Form 5500 Merged Plans

    By Vlad401k, April 21, 2015
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • April 21, 2015

49. Testing Requirements for Spinoff Plan

    By Guest MikeAIGFA, March 28, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 29, 2008

50. Schedule H Line 2a(C) or 2a(2) for in-kind rollover?

    By Guest M. Martin, June 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 28, 2013