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Form 5500

3,272 topics in this forum

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

    By R. Butler,
    • 2 replies
    • 788 views

  2. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015,
    • 1 reply
    • 515 views

  3. Form 8955--SSA

    By EPCRSGuru,
    • 2 replies
    • 1.1k views

  4. IRS letter - EIN number

    By tymesup,
    • 6 replies
    • 1.8k views

  5. DOL Non-filer Notice

    By Insurnacegirl555,
    • 1 reply
    • 794 views

  6. 2023 5500 Participant Count

    By Rayofsunshine,
    • 3 replies
    • 1.1k views

  7. Upcoming changes to Summary Annual Report

    By 5500sorBust,
    • 4 replies
    • 1.1k views

  8. Large plan filing?

    By TPAAdvisor,
    • 0 replies
    • 343 views

  9. Missing Auditors Report

    By EPCRSGuru,
    • 3 replies
    • 1.2k views

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

    By Micks,
    • 5 replies
    • 1.3k views

  11. 5500 filing - cash vs accrual

    By Jakyasar,
    • 13 replies
    • 2.4k views

  12. 2023 Start up plan 5500 audit requirements

    By MicheleH,
    • 2 replies
    • 1k views

  13. Short Plan Year – Schedule A Question

    By LHannah,
    • 2 replies
    • 695 views

  14. 1st plan yr (short or not) - 5500 large plan?

    By TPApril,
    • 7 replies
    • 743 views

  15. 5500-EZ late filing

    By Just Tri,
    • 1 reply
    • 507 views

  16. Useless 5500-EZ IRS Correspondence

    By shERPA,
    • 4 replies
    • 923 views

  17. Extension mess ups changing PYE??

    By ESOP Guy,
    • 8 replies
    • 1.1k views

  18. EFASTCredentials

    By thepensionmaven,
    • 1 reply
    • 711 views

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

    By John ATL,
    • 4 replies
    • 1.8k views

  20. Abandoned Large Plan Filer

    By Below Ground,
    • 8 replies
    • 1.3k views

  21. Paying the DFVCP Fee - Electronically

    By DPSRich,
    • 2 replies
    • 1.3k views

  22. Abatement of $150,000 Late Filing Penalty

    By austin3515,
    • 3 replies
    • 1k views

  23. Unnecessary H&W 5500s

    By Griswold,
    • 1 reply
    • 693 views

  24. retroactive defined benefit plan and 5500 Filing

    By Rayofsunshine,
    • 2 replies
    • 853 views

  25. Authorization to Sign 5500 for Plan Sponsor

    By Below Ground,
    • 7 replies
    • 1.2k views

  26. Amend prior year filing for successor sponsor

    By thepensionmaven,
    • 0 replies
    • 309 views

  27. 5500-EZ for 2022 not extended

    By Tom,
    • 4 replies
    • 769 views

  28. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

    By Santo Gold,
    • 5 replies
    • 845 views

  29. 5500-SF vs 5500-EZ eligibility

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

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

    By Tom,
    • 2 replies
    • 558 views

  31. Short Plan Year 5500 for 2023

    By bzorc,
    • 2 replies
    • 998 views

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

    By Below Ground,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 2 replies
    • 445 views

  34. Form 8955-SSA Penalty Notices

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

  35. Need to know extension timeframe for a terminating plan

    By ahasan,
    • 4 replies
    • 807 views

  36. 5500-SF vs Plan Document

    By pmacduff,
    • 6 replies
    • 774 views

  37. 2022 5558 extensions

    By pmacduff,
    • 5 replies
    • 850 views

  38. Schedule D - when to file

    By Tom,
    • 3 replies
    • 2.4k views

  39. 5558 form filed under old EIN - now what to do when filing 5500

    By Tom,
    • 7 replies
    • 1.3k views

  40. receivable loan payments on schedule H

    By Rayofsunshine,
    • 5 replies
    • 1.6k views

  41. Was this plan covered by a fidelity bond?

    By Peter Gulia,
    • 4 replies
    • 1.5k views

  42. 5558 Incorrect IRS Approval Letters

    By bcmom,
    • 3 replies
    • 1.3k views

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

    By aaronb26,
    • 4 replies
    • 797 views

  44. Retroactively adopted DB plan filing 5500-SF

    By dougmal,
    • 1 reply
    • 507 views

  45. DFVC Program after late filed 5500

    By MarkS,
    • 5 replies
    • 1.7k views

  46. Pre-approved plan opinion letter serial number

    By Belgarath,
    • 3 replies
    • 2.4k views

  47. 80-120 rule

    By BG5150,
    • 10 replies
    • 4.2k views

  48. Code 3D Pre-approved plans (5500 Pension Feature Code)

    By austin3515,
    • 1 reply
    • 1.2k views

  49. Experience-rated plans

    By Jane,
    • 1 reply
    • 831 views

  50. Form 5500-EZ - paper

    By thepensionmaven,
    • 5 replies
    • 1.5k views
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