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Form 5500

3,288 topics in this forum

  1. Audit Count - Participants with balances

    By austin3515,
    • 11 replies
    • 4.6k views

  2. Retroactive fidelity bond for large plan?

    By TPApril,
    • 6 replies
    • 2.3k views

  3. Schedule MEP

    By R. Butler,
    • 2 replies
    • 2.3k views

  4. ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

    By Belgarath,
    • 0 replies
    • 567 views

  5. Counting ineligible participants with balance

    By TPApril,
    • 8 replies
    • 2.1k views

  6. DOL Letter for Missing Form 5500

    By chinson22,
    • 2 replies
    • 6k views

  7. Failure to file 5500 Welfare Medical Plan for failing to address refund allocations in SPD

    By Insurnacegirl555,   
    • 3 replies
    • 1.5k views

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

    By Tom,
    • 2 replies
    • 2k views

  9. Schedule R

    By Elizabeth Matthews,
    • 1 reply
    • 1.4k views

  10. MEP Schedule

    By Coleboy1,
    • 0 replies
    • 805 views

  11. Late filing DFVCP

    By Old Reliable,
    • 2 replies
    • 1.6k views

  12. Extension date request for an October 1st plan year end.

    By jsample,
    • 2 replies
    • 902 views

  13. Form 5500 - new compliance questions.

    By Belgarath,
    • 3 replies
    • 1.9k views

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

    By TN CPA,
    • 1 reply
    • 2.7k views

  15. 2023 Form 5500-EZ fill-in version not yet available

    By kpension,
    • 1 reply
    • 939 views

  16. Line 12

    By Tom,
    • 2 replies
    • 1.5k views

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

    By Jakyasar,
    • 2 replies
    • 1.8k views

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

    By R. Butler,
    • 2 replies
    • 1.2k views

  19. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015,
    • 1 reply
    • 779 views

  20. Form 8955--SSA

    By EPCRSGuru,
    • 2 replies
    • 1.5k views

  21. IRS letter - EIN number

    By tymesup,
    • 6 replies
    • 2.8k views

  22. DOL Non-filer Notice

    By Insurnacegirl555,
    • 1 reply
    • 1.1k views

  23. 2023 5500 Participant Count

    By Rayofsunshine,
    • 3 replies
    • 1.6k views

  24. Upcoming changes to Summary Annual Report

    By 5500sorBust,
    • 4 replies
    • 1.5k views

  25. Large plan filing?

    By TPAAdvisor,
    • 0 replies
    • 593 views

  26. Missing Auditors Report

    By EPCRSGuru,
    • 3 replies
    • 1.5k views

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

    By Micks,
    • 5 replies
    • 2k views

  28. 5500 filing - cash vs accrual

    By Jakyasar,
    • 13 replies
    • 3.5k views

  29. 2023 Start up plan 5500 audit requirements

    By MicheleH,
    • 2 replies
    • 1.5k views

  30. Short Plan Year – Schedule A Question

    By LHannah,
    • 2 replies
    • 1k views

  31. 1st plan yr (short or not) - 5500 large plan?

    By TPApril,
    • 7 replies
    • 1.3k views

  32. 5500-EZ late filing

    By Just Tri,
    • 1 reply
    • 823 views

  33. Useless 5500-EZ IRS Correspondence

    By shERPA,
    • 4 replies
    • 1.4k views

  34. Extension mess ups changing PYE??

    By ESOP Guy,
    • 8 replies
    • 1.6k views

  35. EFASTCredentials

    By thepensionmaven,
    • 1 reply
    • 1k views

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

    By John ATL,
    • 4 replies
    • 2.4k views

  37. Abandoned Large Plan Filer

    By Below Ground,
    • 8 replies
    • 2k views

  38. Paying the DFVCP Fee - Electronically

    By DPSRich,
    • 2 replies
    • 1.7k views

  39. Abatement of $150,000 Late Filing Penalty

    By austin3515,
    • 3 replies
    • 1.4k views

  40. Unnecessary H&W 5500s

    By Griswold,
    • 1 reply
    • 960 views

  41. retroactive defined benefit plan and 5500 Filing

    By Rayofsunshine,
    • 2 replies
    • 1.3k views

  42. Authorization to Sign 5500 for Plan Sponsor

    By Below Ground,
    • 7 replies
    • 1.9k views

  43. Amend prior year filing for successor sponsor

    By thepensionmaven,
    • 0 replies
    • 499 views

  44. 5500-EZ for 2022 not extended

    By Tom,
    • 4 replies
    • 1.2k views

  45. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

    By Santo Gold,
    • 5 replies
    • 1.2k views

  46. 5500-SF vs 5500-EZ eligibility

    By jmarsmiami,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri

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

    By Tom,
    • 2 replies
    • 805 views

  48. Short Plan Year 5500 for 2023

    By bzorc,
    • 2 replies
    • 1.4k views

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

    By Below Ground,
    • 3 replies
    • 1.6k views

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

    By TPApril,
    • 2 replies
    • 840 views
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