Form 5500

3,272 topics in this forum

1. 5330 Questions/Verification

   By Guest LVanSteeter, June 25, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 25, 2002

2. 5500

   By Guest mariaguzzetta, July 23, 2002
   • 3 replies
   • 1.6k views
   • 
   • Kristina
   • July 30, 2002

3. 5500

   By Guest John Trusler, January 3, 2003
   • 1 reply
   • 1.3k views
   • 
   • JohnCheek
   • January 4, 2003

4. 5500

   By Guest eruiz, October 4, 2007
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • October 5, 2007

5. 5500

   By Guest tina.jordan@altigro.com, May 24, 2012
   • 1 reply
   • 1k views
   • 
   • Kevin C
   • May 25, 2012

6. 5500

   By Guest kdw13, June 5, 2006
   • 4 replies
   • 1.4k views
   • 
   • namealreadyinuse
   • June 8, 2006

7. 5500

   By Guest LoloV, July 31, 2003
   • 2 replies
   • 1.1k views
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   • Fredman
   • July 31, 2003

8. 5500 - Do I Need to File

   By Guest Suzebp, May 29, 2007
   • 2 replies
   • 2.1k views
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   • Guest
   • May 30, 2007

9. 5500 - Filing question

   By Ahuntingus, June 3, 2021
   • 4 replies
   • 1.1k views
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   • Jon C. Schultze
   • June 4, 2021

10. 5500 - plan with real estate

    By Guest jhuffstick@aol.com, June 3, 2016
    • 2 replies
    • 1.2k views
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    • Guest
    • June 3, 2016

11. 5500 - Schedule C reporting

    By Alex Daisy, August 12, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 13, 2010

12. 5500 - Stock Acquisition

    By 52626, October 2, 2018
    • 3 replies
    • 838 views
    • 
    • Luke Bailey
    • October 3, 2018

13. 5500 - Unfunded Safe Harbor

    By CJS07, October 3, 2014   

    • Late SH Deposit
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 6, 2014

14. 5500 (welfare plan) didn't need to be filed

    By TPApril, October 30, 2015   

    • can it be removed?
    • 2 replies
    • 1k views
    • 
    • Bill Presson
    • November 2, 2015

15. 5500 / ERISA to Non-ERISA Plan

    By austin3515, September 23, 2017
    • 6 replies
    • 1.3k views
    • 
    • chc93
    • September 27, 2017

16. 5500 and Church Plans

    By Guest Kathleen Fouquet, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • July 22, 2002

17. 5500 and extensions

    By Chippy, July 27, 2017
    • 1 reply
    • 726 views
    • 
    • RatherBeGolfing
    • July 27, 2017

18. 5500 and MPPP merger

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

19. 5500 and Multiple Employer Plan

    By Guest Amy Harle, July 16, 2001
    • 4 replies
    • 2.8k views
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    • PMC
    • September 5, 2001

20. 5500 and No Assets in 1st year

    By lisan1025, September 2, 2021
    • 2 replies
    • 844 views
    • 
    • austin3515
    • September 10, 2021

21. 5500 and qualified plans

    By mlp0816, April 18, 2007
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • April 18, 2007

22. 5500 and Schedules for a 403(b) match plan

    By Guest richez, June 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • June 2, 2004

23. 5500 and three-year testing cycle

    By Guest ljsc, June 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 25, 2007

24. 5500 Attachment Checklist

    By Andy the Actuary, July 18, 2010
    • 2 replies
    • 2.1k views
    • 
    • Andy the Actuary
    • July 21, 2010

25. 5500 Attachment Upload Error

    By WhatsESUP, March 21, 2018   

    • 5500
    • audited financial statements
    • (and 1 more)

      Tagged with:

      • 5500
      • audited financial statements
      • efast
    • 2 replies
    • 793 views
    • 
    • Kristina
    • March 22, 2018

26. 5500 Audit

    By Guest KWebb, October 10, 2008
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 11, 2008

27. 5500 Audit for merged plan

    By dmb, October 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • October 22, 2002

28. 5500 Audit Requirements

    By Guest SANSIMA, August 22, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 5, 2001

29. 5500 auditor report not independent

    By Guest rulesrulesrules, December 27, 2007
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • January 7, 2008

30. 5500 automatic extension - be careful

    By richard, April 5, 2000
    • 2 replies
    • 3.9k views
    • 
    • Chester
    • April 7, 2000

31. 5500 Automation

    By brturn6176, June 19, 2019   

    • 5500sf
    • 0 replies
    • 505 views
    • 
    • brturn6176
    • June 19, 2019

32. 5500 Cash Basis - 2nd year of plan, 1st year of contr

    By Guest richez, May 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • May 11, 2006

33. 5500 Codes - PPT Directed switched to Pooled

    By Lynda Hill, April 17
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • April 17

34. 5500 Counts - definition of Participant in DC plan

    By justanotheradmin, January 10, 2024
    • 32 replies
    • 10.8k views
    • 
    • RatherBeGolfing
    • August 20

35. 5500 counts terminated 0% vested but still has an account

    By ESOP Guy, September 16, 2014
    • 12 replies
    • 3.2k views
    • 
    • ESOP Guy
    • July 21, 2015

36. 5500 due 6/30/20

    By doombuggy, June 16, 2020
    • 1 reply
    • 615 views
    • 
    • ESOPMomma
    • June 16, 2020

37. 5500 due date

    By cdavis25, September 13, 2012
    • 7 replies
    • 2.3k views
    • 
    • BG5150
    • September 25, 2012

38. 5500 Due Date for 6/30/2015 plan year

    By austin3515, April 13, 2016
    • 3 replies
    • 924 views
    • 
    • austin3515
    • April 13, 2016

39. 5500 Due date, with 5558 extension

    By Belgarath, August 19
    • 4 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • August 19

40. 5500 due for "orphan" plan

    By ljr, February 4, 2005
    • 0 replies
    • 1.5k views
    • 
    • ljr
    • February 4, 2005

41. 5500 due on 10/15/03-- any more extensions available?

    By Guest 401KTPA, September 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • September 30, 2003

42. 5500 due today (4/16) or tomorrow (4/17)

    By Santo Gold, April 16, 2012
    • 3 replies
    • 1.3k views
    • 
    • Santo Gold
    • April 17, 2012

43. 5500 EE Count - Rehires

    By Guest sao0308, May 11, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 11, 2006

44. 5500 efast2 filing date

    By TPApril, January 31, 2013
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 31, 2013

45. 5500 Electronic Filing in 2008, Schedule B requirements

    By Guest meghanmonkey, May 15, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 15, 2007

46. 5500 Error messages

    By Belgarath, May 4, 2010
    • 8 replies
    • 4.1k views
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    • jkdoll2
    • May 25, 2010

47. 5500 exemption when assets are less than $100,000 and covers only owners

    By Guest erepper, May 25, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2005

48. 5500 extension

    By pmacduff, September 14, 2010
    • 0 replies
    • 1.4k views
    • 
    • pmacduff
    • September 14, 2010

49. 5500 Extensions for Hurricane Sandy Disaster Areas

    By Guest tommyknicks, November 27, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 27, 2012

50. 5500 Ez

    By Guest JEP, January 9, 2003
    • 3 replies
    • 1.8k views
    • 
    • Earl
    • January 14, 2003