Form 5500

3,272 topics in this forum

1. SSA Count

   By Leopurrd, May 18, 2006
   • 20 replies
   • 4.5k views
   • 
   • Guest
   • June 26, 2009

2. Slew of IRS penalty letters

   By Guest Doogie61, December 11, 2009
   • 19 replies
   • 4.4k views
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   • MJ Hartman
   • February 19, 2010

3. 5500 ez - Final Return NOT filled

   By Guest yk5, June 12, 2011
   • 6 replies
   • 4.4k views
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   • mbozek
   • June 17, 2011

4. Group Term Life Plan - is a 5500 required?

   By Effen, March 2, 2004
   • 5 replies
   • 4.4k views
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   • Guest
   • March 3, 2004

5. 5500 filings and attachments

   By 2muchstress, October 15, 2002
   • 22 replies
   • 4.4k views
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   • Lori Friedman
   • September 23, 2005

6. Employer goes out of business

   By Moe Howard, July 2, 2009
   • 3 replies
   • 4.4k views
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   • Guest
   • August 29, 2009

7. IRS Plan Number Rules?

   By BG5150, October 14, 2022
   • 8 replies
   • 4.4k views
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   • cathyw
   • October 18, 2022

8. Use of Retroactive Wrap Plans to Fix Filing Problems

   By 401 Chaos, September 22, 2006
   • 0 replies
   • 4.4k views
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   • 401 Chaos
   • September 22, 2006

9. Standard for When to Amend 5500?

   By SadieJane, May 15, 2015   

   • 5500
   • 1 reply
   • 4.4k views
   • 
   • Belgarath
   • May 15, 2015

10. Import Data into schedule D-John Hancock

    By Guest raleightpa, January 23, 2008
    • 15 replies
    • 4.4k views
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    • Guest
    • February 18, 2008

11. 8955, 5558, 5500-EZ

    By PFranckowiak, May 10, 2011
    • 22 replies
    • 4.4k views
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    • 12AX7
    • June 9, 2011

12. PEO and open MEP?

    By cdavis25, January 29, 2014
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • May 15, 2014

13. Do SAR's have to be sent to terminated employees?

    By Guest Dmoreland, December 11, 2000
    • 1 reply
    • 4.3k views
    • 
    • Guest
    • December 12, 2000

14. one participant plan or not

    By cpc0506, July 5, 2016
    • 14 replies
    • 4.3k views
    • 
    • ETA Consulting LLC
    • July 8, 2016

15. Average cost for a small plan 5500 filing?

    By Guest Rgreen, March 8, 2010
    • 1 reply
    • 4.3k views
    • 
    • david rigby
    • March 8, 2010

16. Auditor or TPA responsibility?

    By Brenda Wren, July 31, 2003
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • October 11, 2003

17. Late 5500/SF

    By thepensionmaven, April 20, 2018
    • 24 replies
    • 4.3k views
    • 
    • COplainsman
    • June 16, 2021

18. Cash Value of Insurance on 5500

    By KateSmithPA, January 15, 2003
    • 5 replies
    • 4.2k views
    • 
    • could be me maybe not
    • October 11, 2005

19. 80-120 rule

    By BG5150, July 7, 2023
    • 10 replies
    • 4.2k views
    • 
    • Bill Presson
    • July 17, 2023

20. Termination in 2009

    By Below Ground, April 24, 2009
    • 22 replies
    • 4.2k views
    • 
    • Bird
    • September 2, 2009

21. Avoid future audit?

    By Jed Macy, February 9, 2012
    • 2 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 9, 2012

22. plan merger-final 5500

    By Guest Dolores Lawrence, May 13, 2002
    • 8 replies
    • 4.2k views
    • 
    • david rigby
    • May 16, 2002

23. Schedule R

    By hunter001, June 17, 2009
    • 5 replies
    • 4.2k views
    • 
    • BG5150
    • October 7, 2009

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

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

25. Schedule SSA--Form 5500

    By Guest carsonv, February 13, 2003
    • 15 replies
    • 4.2k views
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    • kocak
    • March 21, 2003

26. 5500 filing method Ft William to Relius

    By pmacduff, October 26, 2010
    • 14 replies
    • 4.2k views
    • 
    • imchipbrown
    • November 4, 2010

27. Plan name change - Welfare benefit plan

    By Lori Friedman, February 8, 2005
    • 1 reply
    • 4.1k views
    • 
    • Ron Snyder
    • February 11, 2005

28. Participant count for new plans at beginning of year

    By pbarrett, July 17, 2000
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • July 18, 2000

29. Extension confirmations

    By SheilaD, March 17, 2009
    • 18 replies
    • 4.1k views
    • 
    • jpod
    • April 8, 2009

30. How to report loans on Form 5500

    By KevinMc, July 16, 2009
    • 2 replies
    • 4.1k views
    • 
    • BG5150
    • July 17, 2009

31. ADP refunds - reporting on 5500

    By pmacduff, July 6, 2004
    • 7 replies
    • 4.1k views
    • 
    • Tom Poje
    • July 21, 2004

32. 5500EZ and partners

    By K-t-F, February 22, 2006
    • 13 replies
    • 4.1k views
    • 
    • imchipbrown
    • February 23, 2006

33. 5500 Error messages

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

34. List of Form 5500 Filers

    By Guest Emiliano, September 29, 2000
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • October 2, 2000

35. Late 401(k) Deposits

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

36. Timing of 5500 filing

    By Guest NPS Darren, July 31, 2009
    • 15 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2009

37. 5500 Schedule D

    By PhilB, May 31, 2002
    • 5 replies
    • 4.1k views
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    • PhilB
    • June 5, 2002

38. 5500 Inquiry - 9 years later

    By LMOC, April 26, 2016
    • 25 replies
    • 4.1k views
    • 
    • Mike Preston
    • May 24, 2017

39. Reporting Corrective Distributions

    By pmacduff, June 5, 2003
    • 5 replies
    • 4k views
    • 
    • Jim Chad
    • April 3, 2008

40. Contributions in Form 5500

    By richard, March 2, 2001
    • 6 replies
    • 4k views
    • 
    • Kristina
    • March 2, 2001

41. Schedule of Assets Held for Investment

    By Guest Jeff Underwood, July 22, 2004
    • 4 replies
    • 4k views
    • 
    • Guest
    • September 1, 2004

42. Code 2K required for Safe Harbor Match?

    By BG5150, January 16, 2017
    • 10 replies
    • 4k views
    • 
    • CTipper
    • March 12, 2017

43. DFVCP

    By J Simmons, July 23, 2009
    • 6 replies
    • 4k views
    • 
    • Guest
    • August 23, 2009

44. Can the independent qualified public accountant's report be issued as

    By Guest RMM, February 3, 2000
    • 2 replies
    • 4k views
    • 
    • Guest
    • February 4, 2000

45. Independent audit required for self-funded welfare plan in which TPA s

    By Guest jfgc, May 26, 2000
    • 9 replies
    • 4k views
    • 
    • Moe Howard
    • October 24, 2000

46. Duty to Revise Summary Annual Report (SAR)?

    By MWeddell, February 23, 2001
    • 5 replies
    • 4k views
    • 
    • MWeddell
    • March 8, 2001

47. Amended Returns - Is there a statutory or regulatory obligation to ame

    By Guest Gibson, May 3, 2001
    • 4 replies
    • 4k views
    • 
    • david rigby
    • October 3, 2007

48. code 3B

    By Draper55, April 9, 2013
    • 1 reply
    • 4k views
    • 
    • Flyboyjohn
    • April 9, 2013

49. 8955-SSA

    By Guest TQA, March 2, 2010
    • 4 replies
    • 3.9k views
    • 
    • Bird
    • June 23, 2010

50. The Strange Saga of Schedule H

    By Lori Friedman, October 6, 2005
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • October 10, 2005