Form 5500

3,272 topics in this forum

1. Ins. Cash Value reported on the 5500

   By Guest nls, August 22, 2003
   • 11 replies
   • 2.6k views
   • 
   • R. Butler
   • August 26, 2003

2. Calculating Nets G/L for Schedule H

   By MBCarey, October 28, 2002
   • 11 replies
   • 1.9k views
   • 
   • Guest
   • October 29, 2002

3. Are these qualifying assets?

   By Guest MeToo, January 11, 2003
   • 11 replies
   • 3k views
   • 
   • Guest
   • January 16, 2003

4. Form 5500-EZ, only for owner & spouse?

   By Guest jvandyke, November 5, 2004
   • 11 replies
   • 4.2k views
   • 
   • K-t-F
   • February 24, 2005

5. Forfeiture Account & 5500 Reporting

   By Guest MS TPA, December 10, 2010
   • 11 replies
   • 7.5k views
   • 
   • Guest
   • December 21, 2010

6. Operational errors found during initial audit

   By JJRetirement, May 22, 2017   

   • 80/120 rule
   • late deferrals
   • (and 3 more)

     Tagged with:

     • 80/120 rule
     • late deferrals
     • epcrs
     • independent audit
     • 403(b)
   • 11 replies
   • 3.1k views
   • 
   • chc93
   • May 25, 2017

7. 5500s Not Ready - File Anyway and Amend?

   By namealreadyinuse, October 12, 2006
   • 11 replies
   • 2.7k views
   • 
   • Belgarath
   • October 13, 2006

8. Extension opinions, please

   By doombuggy, September 1, 2004
   • 11 replies
   • 1.9k views
   • 
   • doombuggy
   • September 16, 2004

9. 2013 5558 Extension of Time

   By D Lewis, September 5, 2014
   • 11 replies
   • 1.8k views
   • 
   • D Lewis
   • September 8, 2014

10. 80-120 rule question

    By bzorc, January 5, 2001
    • 11 replies
    • 3.8k views
    • 
    • BeckyMiller
    • August 7, 2002

11. Code C on 8955-SSA

    By austin3515, September 10, 2018
    • 11 replies
    • 2.2k views
    • 
    • Calavera
    • September 13, 2018

12. Plan Sponsor/Audit

    By jethrasher2, September 25, 2015
    • 11 replies
    • 1.9k views
    • 
    • MoJo
    • September 28, 2015

13. Deadline for amending 5500s

    By Guest KennyH, June 20, 2013
    • 11 replies
    • 6.2k views
    • 
    • JanetJ
    • February 23, 2021

14. Relius WebClient

    By Leopurrd, May 28, 2010
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • June 14, 2010

15. Late 401(k) Deposits

    By Medusa, July 20, 2007
    • 11 replies
    • 4.1k views
    • 
    • JanetM
    • July 25, 2007

16. First time filer questions

    By Guest polkovnik, February 29, 2008
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • July 25, 2008

17. 2010 Form 5500-EZ

    By DPSRich, January 19, 2011
    • 11 replies
    • 6.1k views
    • 
    • mwyatt
    • May 5, 2011

18. Wrong Plan Effective Date

    By Medusa, July 24, 2008
    • 11 replies
    • 3.9k views
    • 
    • Medusa
    • August 7, 2008

19. Short year audit issue - Schedule H

    By bzorc, August 9, 2022
    • 11 replies
    • 2.2k views
    • 
    • chc93
    • August 11, 2022

20. Schedule H Income Reporting

    By MBCarey, September 9, 2002
    • 11 replies
    • 3.5k views
    • 
    • JohnCheek
    • September 12, 2002

21. Large plan audit not done by extension deadline

    By Lori H, March 1, 2018
    • 11 replies
    • 3.4k views
    • 
    • Calavera
    • March 7, 2018

22. The IRS Never Ceases to Amaze

    By WDIK, August 2, 2010
    • 11 replies
    • 2.3k views
    • 
    • mbozek
    • September 10, 2010

23. 80-120 Participant Rule Question

    By Guest Powers, September 12, 2002
    • 11 replies
    • 11.8k views
    • 
    • BeckyMiller
    • January 6, 2004

24. 5500 or 5500EZ

    By Guest sueczer, May 30, 2006
    • 11 replies
    • 5.1k views
    • 
    • Guest
    • July 21, 2010

25. EFAST2 filing status

    By pmacduff, July 8, 2010
    • 11 replies
    • 2.2k views
    • 
    • Mike Preston
    • July 9, 2010

26. Beginning of year participant count.

    By Guest PLHart, February 9, 2000
    • 11 replies
    • 9k views
    • 
    • BeckyMiller
    • March 1, 2000

27. Delinquent 5500s, 5500-EZ and SF's Across 18 Years

    By JMH ERISA, June 28, 2020
    • 11 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • June 30, 2020

28. One 5500 for two plans?

    By Guest, April 4, 2000
    • 11 replies
    • 5.2k views
    • 
    • BeckyMiller
    • January 10, 2001

29. When is there a “termination” of an auditor?

    By Peter Gulia, October 5, 2016   

    • Schedule C Part III
    • 11 replies
    • 6k views
    • 
    • My 2 cents
    • October 6, 2016

30. Wrong Participant Count, No Audit Filed Ever, Want to Terminate

    By 401 Chaos, September 3, 2020
    • 11 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • September 4, 2020

31. Looking to terminate plan cannot find record of 5500 filings

    By Brian Murphy, August 31, 2022
    • 11 replies
    • 957 views
    • 
    • Belgarath
    • September 1, 2022

32. Short Plan Year 2015 Form 5500

    By tpacpa, July 21, 2015   

    • Form 5500
    • Form 5500-SUP
    • 11 replies
    • 5.2k views
    • 
    • My 2 cents
    • July 22, 2015

33. PTIN fiasco

    By Belgarath, December 8, 2010
    • 10 replies
    • 2k views
    • 
    • Belgarath
    • December 15, 2010

34. Participant count - end of last year, begin of this year

    By chc93, June 14, 2016
    • 10 replies
    • 2.5k views
    • 
    • chc93
    • June 15, 2016

35. 5500 filed without audit attached

    By M Norton, December 12, 2018   

    • 5500
    • audit omitted
    • (and 1 more)

      Tagged with:

      • 5500
      • audit omitted
      • penalties
    • 10 replies
    • 6k views
    • 
    • RatherBeGolfing
    • December 18, 2018

36. Bonding question

    By BG5150, July 20, 2012
    • 10 replies
    • 1.5k views
    • 
    • Doghouse
    • July 26, 2012

37. 8955-ssa

    By JKW, January 3, 2012
    • 10 replies
    • 2.8k views
    • 
    • pmacduff
    • January 4, 2012

38. Schedule P - Passive Trustee

    By Guest Jim Jesikiewicz, August 3, 2001
    • 10 replies
    • 2k views
    • 
    • JohnCheek
    • August 13, 2001

39. 5500 and MPPP merger

    By wmyer, September 19, 2002
    • 10 replies
    • 1.9k views
    • 
    • kocak
    • September 24, 2002

40. 2009 Sch. I - Adminstrative Fees

    By 401king, December 3, 2009
    • 10 replies
    • 1.7k views
    • 
    • WDIK
    • December 17, 2009

41. Terminated Plan-All assets distributed, then check returned

    By RTB, May 25, 2017
    • 10 replies
    • 2.6k views
    • 
    • jpod
    • May 31, 2017

42. Schedule H, Line 3(a)(1)

    By Belgarath, August 7, 2003
    • 10 replies
    • 2k views
    • 
    • Guest
    • August 19, 2003

43. 5500 line 8a page 2

    By caryn22359, December 2, 2005
    • 10 replies
    • 3.1k views
    • 
    • JanetM
    • December 14, 2005

44. Summ Ann Report

    By austin3515, April 18, 2019
    • 10 replies
    • 2.4k views
    • 
    • BG5150
    • April 25, 2019

45. Severance Pay Plan - info to be included?

    By Guest calcu, January 19, 2005
    • 10 replies
    • 4.7k views
    • 
    • Guest
    • January 24, 2005

46. Form 5500 Software, Pros and Cons

    By Ken_BenefitScape, March 13, 2020
    • 10 replies
    • 2.7k views
    • 
    • Larry Starr
    • March 26, 2020

47. Auditor reporting of corrective distributions

    By PLAN MAN, October 9, 2015   

    • Schedule H
    • corrective distributions
    • (and 1 more)

      Tagged with:

      • Schedule H
      • corrective distributions
      • line 2f
    • 10 replies
    • 7.9k views
    • 
    • ESOP Guy
    • October 13, 2015

48. Final 5500 return - late for filing 5558

    By Jakyasar, July 16, 2021
    • 10 replies
    • 1.7k views
    • 
    • BG5150
    • July 26, 2021

49. Failure to file 5500

    By Guest moltengater, February 8, 2005
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • June 28, 2005

50. Final 5500

    By Guest carsonv, May 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • October 2, 2009