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Form 5500

3,277 topics in this forum

  1. Form 5500 - new compliance questions.

    By Belgarath,
    • 3 replies
    • 1.5k views

  2. 2023 Form 5500-SF Questions 14a - IRS Compliance Questions

    By TN CPA,
    • 1 reply
    • 2.3k views

  3. 2023 Form 5500-EZ fill-in version not yet available

    By kpension,
    • 1 reply
    • 656 views

  4. Line 12

    By Tom,
    • 2 replies
    • 995 views

  5. Combo Plans - Form 5550-SF new questions, Line 14a, Line 14b, and Line 15

    By Jakyasar,
    • 2 replies
    • 1.5k views

  6. Can you change from 5500-SF to 5500-EZ for final filing

    By R. Butler,
    • 2 replies
    • 831 views

  7. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015,
    • 1 reply
    • 533 views

  8. Form 8955--SSA

    By EPCRSGuru,
    • 2 replies
    • 1.1k views

  9. IRS letter - EIN number

    By tymesup,
    • 6 replies
    • 1.9k views

  10. DOL Non-filer Notice

    By Insurnacegirl555,
    • 1 reply
    • 845 views

  11. 2023 5500 Participant Count

    By Rayofsunshine,
    • 3 replies
    • 1.2k views

  12. Upcoming changes to Summary Annual Report

    By 5500sorBust,
    • 4 replies
    • 1.1k views

  13. Large plan filing?

    By TPAAdvisor,
    • 0 replies
    • 353 views

  14. Missing Auditors Report

    By EPCRSGuru,
    • 3 replies
    • 1.2k views

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

    By Micks,
    • 5 replies
    • 1.4k views

  16. 5500 filing - cash vs accrual

    By Jakyasar,
    • 13 replies
    • 2.5k views

  17. 2023 Start up plan 5500 audit requirements

    By MicheleH,
    • 2 replies
    • 1.1k views

  18. Short Plan Year – Schedule A Question

    By LHannah,
    • 2 replies
    • 727 views

  19. 1st plan yr (short or not) - 5500 large plan?

    By TPApril,
    • 7 replies
    • 778 views

  20. 5500-EZ late filing

    By Just Tri,
    • 1 reply
    • 531 views

  21. Useless 5500-EZ IRS Correspondence

    By shERPA,
    • 4 replies
    • 969 views

  22. Extension mess ups changing PYE??

    By ESOP Guy,
    • 8 replies
    • 1.1k views

  23. EFASTCredentials

    By thepensionmaven,
    • 1 reply
    • 736 views

  24. Schedule of Assets (held at the end of the year) - include clearing cash?

    By John ATL,
    • 4 replies
    • 1.8k views

  25. Abandoned Large Plan Filer

    By Below Ground,
    • 8 replies
    • 1.4k views

  26. Paying the DFVCP Fee - Electronically

    By DPSRich,
    • 2 replies
    • 1.3k views

  27. Abatement of $150,000 Late Filing Penalty

    By austin3515,
    • 3 replies
    • 1k views

  28. Unnecessary H&W 5500s

    By Griswold,
    • 1 reply
    • 716 views

  29. retroactive defined benefit plan and 5500 Filing

    By Rayofsunshine,
    • 2 replies
    • 882 views

  30. Authorization to Sign 5500 for Plan Sponsor

    By Below Ground,
    • 7 replies
    • 1.2k views

  31. Amend prior year filing for successor sponsor

    By thepensionmaven,
    • 0 replies
    • 319 views

  32. 5500-EZ for 2022 not extended

    By Tom,
    • 4 replies
    • 796 views

  33. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

    By Santo Gold,
    • 5 replies
    • 867 views

  34. 5500-SF vs 5500-EZ eligibility

    By jmarsmiami,
    • 3 replies
    • 735 views
    • Bri
    • Bri

  35. Form 5500- Participant count info on Amer Funds PP Plan

    By Tom,
    • 2 replies
    • 580 views

  36. Short Plan Year 5500 for 2023

    By bzorc,
    • 2 replies
    • 1k views

  37. Eligible for 5500-EZ with a controlled group?

    By Below Ground,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 2 replies
    • 470 views

  39. Form 8955-SSA Penalty Notices

    By bzorc,
    • 1 reply
    • 434 views
    • Bri
    • Bri

  40. Need to know extension timeframe for a terminating plan

    By ahasan,
    • 4 replies
    • 857 views

  41. 5500-SF vs Plan Document

    By pmacduff,
    • 6 replies
    • 812 views

  42. 2022 5558 extensions

    By pmacduff,
    • 5 replies
    • 873 views

  43. Schedule D - when to file

    By Tom,
    • 3 replies
    • 2.6k views

  44. 5558 form filed under old EIN - now what to do when filing 5500

    By Tom,
    • 7 replies
    • 1.4k views

  45. receivable loan payments on schedule H

    By Rayofsunshine,
    • 5 replies
    • 1.7k views

  46. Was this plan covered by a fidelity bond?

    By Peter Gulia,
    • 4 replies
    • 1.6k views

  47. 5558 Incorrect IRS Approval Letters

    By bcmom,
    • 3 replies
    • 1.3k views

  48. Need to file an initial extension for a plan with a participating employer (husband/wife) - couple questions

    By aaronb26,
    • 4 replies
    • 847 views

  49. Retroactively adopted DB plan filing 5500-SF

    By dougmal,
    • 1 reply
    • 525 views

  50. DFVC Program after late filed 5500

    By MarkS,
    • 5 replies
    • 1.8k views
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