Form 5500

3,192 topics in this forum

1. Missing Auditors Report

   By EPCRSGuru, November 1, 2023
   • 3 replies
   • 771 views
   • 
   • RatherBeGolfing
   • November 2, 2023

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

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

3. 5500 filing - cash vs accrual

   By Jakyasar, August 7, 2021
   • 13 replies
   • 1.7k views
   • 
   • R. Butler
   • October 23, 2023

4. 2023 Start up plan 5500 audit requirements

   By MicheleH, October 20, 2023
   • 2 replies
   • 470 views
   • 
   • MicheleH
   • October 20, 2023

5. Short Plan Year – Schedule A Question

   By LHannah, October 18, 2023
   • 2 replies
   • 377 views
   • 
   • BrooklynNorske
   • October 19, 2023

6. 1st plan yr (short or not) - 5500 large plan?

   By TPApril, October 17, 2023
   • 7 replies
   • 424 views
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   • Bill Presson
   • October 19, 2023

7. 5500-EZ late filing

   By Just Tri, April 20, 2023
   • 1 reply
   • 331 views
   • 
   • Help_5500EZ_150K
   • October 19, 2023

8. Useless 5500-EZ IRS Correspondence

   By shERPA, October 15, 2023
   • 4 replies
   • 571 views
   • 
   • imchipbrown
   • October 17, 2023

9. Extension mess ups changing PYE??

   By ESOP Guy, October 9, 2023
   • 8 replies
   • 626 views
   • 
   • ESOP Guy
   • October 17, 2023

10. EFASTCredentials

    By thepensionmaven, October 14, 2023
    • 1 reply
    • 427 views
    • 
    • C. B. Zeller
    • October 14, 2023

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

    By John ATL, October 4, 2023
    • 4 replies
    • 750 views
    • 
    • John ATL
    • October 4, 2023

12. Abandoned Large Plan Filer

    By Below Ground, September 28, 2023
    • 8 replies
    • 835 views
    • 
    • Below Ground
    • October 2, 2023

13. Paying the DFVCP Fee - Electronically

    By DPSRich, September 28, 2023
    • 2 replies
    • 633 views
    • 
    • DPSRich
    • September 29, 2023

14. Abatement of $150,000 Late Filing Penalty

    By austin3515, September 26, 2023
    • 3 replies
    • 569 views
    • 
    • RatherBeGolfing
    • September 27, 2023

15. Unnecessary H&W 5500s

    By Griswold, September 22, 2023
    • 1 reply
    • 447 views
    • 
    • Luke Bailey
    • September 26, 2023

16. retroactive defined benefit plan and 5500 Filing

    By Rayofsunshine, September 22, 2023
    • 2 replies
    • 431 views
    • 
    • Rayofsunshine
    • September 25, 2023

17. Authorization to Sign 5500 for Plan Sponsor

    By Below Ground, September 19, 2023
    • 7 replies
    • 783 views
    • 
    • Peter Gulia
    • September 20, 2023

18. Amend prior year filing for successor sponsor

    By thepensionmaven, September 18, 2023
    • 0 replies
    • 187 views
    • 
    • thepensionmaven
    • September 18, 2023

19. 5500-EZ for 2022 not extended

    By Tom, September 12, 2023
    • 4 replies
    • 417 views
    • 
    • Lou S.
    • September 14, 2023

20. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

    By Santo Gold, September 13, 2023
    • 5 replies
    • 480 views
    • 
    • Santo Gold
    • September 14, 2023

21. 5500-SF vs 5500-EZ eligibility

    By jmarsmiami, September 13, 2023
    • 3 replies
    • 407 views
    • 
    • Bri
    • September 14, 2023

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

    By Tom, August 30, 2023
    • 2 replies
    • 370 views
    • 
    • ratherbereading
    • August 30, 2023

23. Short Plan Year 5500 for 2023

    By bzorc, August 29, 2023
    • 2 replies
    • 610 views
    • 
    • bzorc
    • August 30, 2023

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

    By Below Ground, August 11, 2023
    • 3 replies
    • 550 views
    • 
    • Below Ground
    • August 28, 2023

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

    By TPApril, August 24, 2023
    • 2 replies
    • 298 views
    • 
    • rocknrolls2
    • August 25, 2023