Form 5500

3,277 topics in this forum

1. Relius SAR

   By Guest SPOT, May 29, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • May 31, 2002

2. Schedule B - Line 2c - What is Implication if < 70%

   By Guest HarveyC, April 2, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • April 3, 2004

3. 3 digit plan number

   By Belgarath, August 27, 2009
   • 2 replies
   • 4.7k views
   • 
   • Bird
   • August 28, 2009

4. SEP's and Form 5500

   By Guest Alison Williams, September 30, 2002
   • 2 replies
   • 1.6k views
   • 
   • JohnCheek
   • October 2, 2002

5. Form 5500 SF

   By Guest Jstriley, June 9, 2010
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • June 10, 2010

6. When using the FIRE system, at what point in transmitting a Form 8955-SSA has the deadline been met?

   By Beemer, May 5, 2015
   • 2 replies
   • 1.4k views
   • 
   • Beemer
   • May 5, 2015

7. Schedule A not filed- Info not complete

   By Guest rachd, July 25, 2003
   • 2 replies
   • 987 views
   • 
   • BFree
   • July 28, 2003

8. Form 5500 filed with incorrect PYB/PYE dates

   By MoShawn, July 19, 2011
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • July 26, 2011

9. From 990 and From 5500

   By Guest LVanSteeter, November 11, 2005
   • 2 replies
   • 3.4k views
   • 
   • saabraa
   • November 11, 2005

10. Schedule R Question

    By Guest persie, August 27, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • August 28, 2008

11. How to Report Insurance Separate Account on Schedule R?

    By Übernerd, July 7, 2010
    • 2 replies
    • 1.2k views
    • 
    • Übernerd
    • July 7, 2010

12. Form 5500-EZ Part III Question

    By Francis, September 29, 2017   

    • 5500-ez
    • 2 replies
    • 1.5k views
    • 
    • Francis
    • September 29, 2017

13. Final 2019 5500

    By Chippy, February 3, 2020
    • 2 replies
    • 904 views
    • 
    • Bird
    • February 3, 2020

14. Copy of Form 5500 submitted to DOL?

    By jkharvey, July 24, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 2, 2000

15. Employer ID number

    By Guest Moira, September 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 2006

16. FTWilliam Pricing - Punishing Smaller Firms?

    By shullback, March 6, 2015   

    • Form 5500
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • March 9, 2015

17. Schedule C/Schedule A conundrum

    By pmacduff, March 24, 2016
    • 2 replies
    • 931 views
    • 
    • pmacduff
    • March 28, 2016

18. 1994 Effective Date -- 5500s NEVER FILED

    By Guest JB2, September 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • KateSmithPA
    • September 12, 2002

19. Strange Question day - 5500 SF reporting question

    By Belgarath, September 21, 2021
    • 2 replies
    • 560 views
    • 
    • Belgarath
    • September 22, 2021

20. Plan Transfer to 457 Plan

    By tpa_girl, November 13, 2024
    • 2 replies
    • 986 views
    • 
    • TFB3
    • November 14, 2024

21. Variable Annuity Contraces

    By Guest lforesz, September 26, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 4, 2001

22. Form 5500 line 7G

    By Guest Aspencer, December 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2004

23. Did anything about Schedule C change?

    By Peter Gulia, April 24, 2017   

    • form 5500; schedule c; instructions; disclosure
    • 2 replies
    • 777 views
    • 
    • chc93
    • April 25, 2017

24. 5500 Schedule P

    By Guest BNYMTC, October 2, 2000
    • 2 replies
    • 2.6k views
    • 
    • John A
    • October 5, 2000

25. GIC's and Schedule D's

    By Guest michaelv, May 18, 2001
    • 2 replies
    • 2.3k views
    • 
    • BFree
    • July 1, 2002

26. Is an Accountant's Opinion required for a funded welfare benefit plan with fewer than 100 participants?

    By Guest moosegirl, January 12, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 13, 2004

27. Audit required for final 5500?

    By Guest KennyH, March 7, 2013
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • March 8, 2013

28. 5500 Filings - missed/late

    By MGOAdmin, June 29, 2015   

    • late filings
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • June 29, 2015

29. draft 2015 5500EZ

    By Tom Poje, August 27, 2015
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 9, 2015

30. One participant plan??

    By lp1965, July 25, 2016
    • 2 replies
    • 793 views
    • 
    • lp1965
    • July 25, 2016

31. Is the 2017 Form 5500 Available?

    By 5500Nerd, November 16, 2017   

    • 2017 form 5500
    • 2 replies
    • 997 views
    • 
    • Lois Baker
    • November 21, 2017

32. Form 5500 - employer transition from non-ERISA to ERISA - short plan year?

    By t.haley, November 13, 2024
    • 2 replies
    • 1.1k views
    • 
    • rochelle
    • December 2, 2025

33. H&W Final Form 5500

    By ERISA-SOS, March 12, 2019
    • 2 replies
    • 1.1k views
    • 
    • ERISA-SOS
    • March 28, 2019

34. Is the SAR distribution date extended?

    By Guest, July 25, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 10, 2000

35. Master Trust Final 5500 Filing

    By jenny.paulson, October 21, 2015   

    • Master Trust
    • 5500
    • 2 replies
    • 2.1k views
    • 
    • jenny.paulson
    • October 22, 2015

36. Pooled Separate Accounts- Sched. A

    By Coleboy1, March 28, 2022
    • 2 replies
    • 878 views
    • 
    • Bug on my window
    • March 28, 2022

37. Annual Form 5500 required for welfare plans for a company with fewer t

    By Guest Bob W, October 18, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 20, 2000

38. How Many 5500s?

    By Randy Watson, November 14, 2005
    • 2 replies
    • 2.2k views
    • 
    • Randy Watson
    • November 14, 2005

39. 2009 Form 5500 instructions

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 24, 2009

40. Form 5500EZ

    By UtahCPA-APA, June 29, 2012
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • June 29, 2012

41. 5500-EZ and Collectibles

    By KateSmithPA, September 26, 2012
    • 2 replies
    • 1k views
    • 
    • masteff
    • September 26, 2012

42. 8955-SSA for ESOP's

    By Belgarath, July 17, 2024
    • 2 replies
    • 513 views
    • 
    • Belgarath
    • July 17, 2024

43. Amended Form 5500

    By buckaroo, September 27, 2005
    • 2 replies
    • 1.9k views
    • 
    • buckaroo
    • September 28, 2005

44. 5500-SF & Sch MEP for 2024

    By doombuggy, June 23, 2025
    • 2 replies
    • 787 views
    • 
    • doombuggy
    • June 24, 2025

45. Changing plan, final report?

    By oriecat, September 14, 2004
    • 2 replies
    • 1k views
    • 
    • oriecat
    • September 14, 2004

46. Form 5500 SF- Line 8f

    By Guest vsinicrope, April 30, 2014   

    • fees
    • commissions
    • (and 2 more)

      Tagged with:

      • fees
      • commissions
      • 8f
      • 5500SF
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 8, 2014

47. Summary Annual Report

    By MBCarey, June 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 13, 2005

48. WB 5500 Guidance?

    By Leopurrd, September 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Leopurrd
    • September 30, 2005

49. "Final 5500" box checked, but assets are still in the plan

    By Guest bdm_7458, April 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 8, 2009

50. 5500 has not been filed

    By PainPA, May 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • May 13, 2008