Form 5500

3,281 topics in this forum

1. Summary Annual Report (SAR)

   By Jilliandiz, November 13, 2008
   • 2 replies
   • 1.5k views
   • 
   • JanetM
   • November 13, 2008

2. 5500-SF line 10e

   By Belgarath, March 6, 2013
   • 2 replies
   • 2.8k views
   • 
   • Bird
   • March 6, 2013

3. Attachment to Schedule A

   By Guest cynthiar, May 12, 2004
   • 2 replies
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • May 12, 2004

4. Family Plan: Form 5500-EZ or SF?

   By bzorc, November 16, 2018
   • 2 replies
   • 1.4k views
   • 
   • bzorc
   • November 26, 2018

5. Relius SAR

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

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

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

7. 3 digit plan number

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

8. SEP's and Form 5500

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

9. Form 5500 SF

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

10. 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

11. Schedule A not filed- Info not complete

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

12. Form 5500 filed with incorrect PYB/PYE dates

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

13. From 990 and From 5500

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

14. Schedule R Question

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

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

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

16. Form 5500-EZ Part III Question

    By Francis, September 29, 2017   

    • 5500-ez
    • 2 replies
    • 1.6k views
    • 
    • Francis
    • September 29, 2017

17. Final 2019 5500

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

18. Copy of Form 5500 submitted to DOL?

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

19. Employer ID number

    By Guest Moira, September 27, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 27, 2006

20. FTWilliam Pricing - Punishing Smaller Firms?

    By shullback, March 6, 2015   

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

21. Schedule C/Schedule A conundrum

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

22. 1994 Effective Date -- 5500s NEVER FILED

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

23. Strange Question day - 5500 SF reporting question

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

24. Plan Transfer to 457 Plan

    By tpa_girl, November 13, 2024
    • 2 replies
    • 1k views
    • 
    • TFB3
    • November 14, 2024

25. Variable Annuity Contraces

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

26. Form 5500 line 7G

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

27. Did anything about Schedule C change?

    By Peter Gulia, April 24, 2017   

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

28. 5500 Schedule P

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

29. GIC's and Schedule D's

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

30. 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

31. Audit required for final 5500?

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

32. 5500 Filings - missed/late

    By MGOAdmin, June 29, 2015   

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

33. draft 2015 5500EZ

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

34. One participant plan??

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

35. Is the 2017 Form 5500 Available?

    By 5500Nerd, November 16, 2017   

    • 2017 form 5500
    • 2 replies
    • 1k views
    • 
    • Lois Baker
    • November 21, 2017

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

    By t.haley, November 13, 2024
    • 2 replies
    • 1.2k views
    • 
    • rochelle
    • December 2, 2025

37. H&W Final Form 5500

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

38. Is the SAR distribution date extended?

    By Guest, July 25, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • August 10, 2000

39. Master Trust Final 5500 Filing

    By jenny.paulson, October 21, 2015   

    • Master Trust
    • 5500
    • 2 replies
    • 2.2k views
    • 
    • jenny.paulson
    • October 22, 2015

40. Pooled Separate Accounts- Sched. A

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

41. 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

42. How Many 5500s?

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

43. 2009 Form 5500 instructions

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

44. Form 5500EZ

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

45. 5500-EZ and Collectibles

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

46. 8955-SSA for ESOP's

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

47. Amended Form 5500

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

48. 5500-SF & Sch MEP for 2024

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

49. Changing plan, final report?

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

50. 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