Form 5500

3,272 topics in this forum

1. Limited Scope or Full Scope Audit

   By Alex Daisy, June 11, 2008
   • 4 replies
   • 3k views
   • 
   • sbutler
   • August 1, 2008

2. Line 10(g) on 5500 EZ

   By Belgarath, November 12, 2009
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • November 12, 2009

3. Line 12

   By Tom, January 19, 2024
   • 2 replies
   • 957 views
   • 
   • Paul I
   • January 19, 2024

4. Line 38 of Schedule SB

   By david rigby, May 2, 2012
   • 1 reply
   • 1.1k views
   • 
   • chc93
   • May 2, 2012

5. Line 7i count

   By Guest Gaurav, July 27, 2006
   • 3 replies
   • 1.4k views
   • 
   • WDIK
   • July 27, 2006

6. Line 9: Is Stop-Loss Insurance?

   By sloble@crowleyfleck.com, July 21, 2005
   • 4 replies
   • 2.5k views
   • 
   • sloble@crowleyfleck.com
   • July 25, 2005

7. Links to various versions and pieces of 2/2/2000 notice explaining new

   By Dave Baker, February 3, 2000
   • 0 replies
   • 2.2k views
   • 
   • Dave Baker
   • February 3, 2000

8. List of Form 5500 Filers

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

9. List of Investment Service Providers that do file as DFEs

   By Guest GuyHocker, April 12, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 12, 2005

10. LLC 5500EZ?

    By SSRRS, December 19, 2021
    • 5 replies
    • 978 views
    • 
    • SSRRS
    • January 10, 2022

11. LLC plan able to file Form 5500-EZ?

    By joano, March 30, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 30, 2004

12. LLC taxed as partnership eligible for 5500-EZ

    By R. Butler, July 18, 2007
    • 3 replies
    • 2.8k views
    • 
    • Calavera
    • July 18, 2007

13. Loan Default - participant still has account balance in Plan

    By Alex Daisy, June 5, 2008
    • 2 replies
    • 1.6k views
    • 
    • SheilaD
    • June 6, 2008

14. Loan defaults - to report on Sch. H & G?

    By Guest Trirod, July 18, 2002
    • 1 reply
    • 2.1k views
    • 
    • JohnCheek
    • July 19, 2002

15. Loan fees and Schedule C

    By dmwe, September 2, 2009
    • 2 replies
    • 2.4k views
    • 
    • dmwe
    • September 28, 2009

16. Loan from Insurance Policy

    By Lori Foresz, September 12, 2003
    • 8 replies
    • 1.8k views
    • 
    • ljr
    • September 15, 2003

17. Loan reporting on accompanying schedules for Form 5500

    By Guest tcurtisashley, May 5, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 5, 2004

18. Loan reporting question

    By BG5150, August 4, 2006
    • 0 replies
    • 1.2k views
    • 
    • BG5150
    • August 4, 2006

19. Loans and Schedule of Assets Held for Investment (Sch. H)

    By steve-o, October 26, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • October 26, 2004

20. Long term part-time employees/participant count

    By pmacduff, February 23, 2023
    • 4 replies
    • 1.9k views
    • 
    • pmacduff
    • March 16, 2023

21. Looking for old Form 5500-C/R

    By Guest Rudy, November 8, 2001
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • November 12, 2001

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

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

23. looks like the EZ is now available

    By Tom Poje, April 9, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • April 12, 2010

24. Lost 5500's

    By Guest MEGary, March 22, 2000
    • 4 replies
    • 2.8k views
    • 
    • Earl
    • April 9, 2000

25. Lost Earnings is tiny, can it be skipped

    By TPApril, December 22, 2012
    • 4 replies
    • 2.3k views
    • 
    • TPApril
    • December 26, 2012

26. Lost Earnings on Schedule H

    By sam2012, April 16, 2014   

    • 5500
    • schedule H
    • (and 2 more)

      Tagged with:

      • 5500
      • schedule H
      • lost earnings
      • 5500-sf
    • 1 reply
    • 2.6k views
    • 
    • BG5150
    • April 16, 2014

27. Lost Schedule SSA

    By Guest ames, November 20, 2007
    • 6 replies
    • 1.7k views
    • 
    • pmacduff
    • November 26, 2007

28. Machine Print/Handprint Dilemma

    By Guest jmurph, February 10, 2000
    • 3 replies
    • 2.4k views
    • 
    • KIP KRAUS
    • April 12, 2000

29. Mailing Form 5500

    By Guest rachd, January 30, 2003
    • 3 replies
    • 1.6k views
    • 
    • Theresa Lynn
    • February 4, 2003

30. Mailing Form 5558 for confirmed delivery

    By Tom, July 22, 2024
    • 3 replies
    • 767 views
    • 
    • Tom
    • July 22, 2024

31. Making some or all of the plan's data not public on EFAST2

    By ESOP Guy, March 29
    • 1 reply
    • 1.3k views
    • 
    • Paul I
    • March 29

32. Mandatory e-filing for 5500-EZ

    By TPApril, October 15
    • 6 replies
    • 468 views
    • 
    • thepensionmaven
    • October 18

33. Mandatory EZ Electronic Filing 2024

    By shERPA, September 4, 2024
    • 2 replies
    • 669 views
    • 
    • shERPA
    • September 6, 2024

34. Mandatory use of Schedule SSA for 2002 5500s -- are they serious?

    By Guest LVanSteeter, January 30, 2003
    • 13 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 2003

35. Market to market asset valuations

    By Guest death and taxes, June 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Kristina
    • June 11, 2001

36. Master Trust

    By Guest wax, April 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2003

37. Master Trust

    By justbsur, March 19, 2008
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • March 19, 2008

38. Master Trust

    By justbsur, July 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • justbsur
    • July 21, 2010

39. Master Trust

    By alexa, September 16, 2008
    • 6 replies
    • 3.4k views
    • 
    • JanetM
    • September 23, 2008

40. Master Trust

    By Guest bernverd, October 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 1, 2009

41. Master Trust

    By Guest Form5500, October 29, 2009
    • 0 replies
    • 796 views
    • 
    • Guest
    • October 29, 2009

42. Master Trust & Schedule H Basics

    By Guest SuzieQNEC, August 20, 2009
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 25, 2009

43. Master Trust and Brokerage accounts

    By Guest LuannJ, July 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • August 10, 2004

44. Master Trust Final 5500 Filing

    By jenny.paulson, October 21, 2015   

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

45. Master Trust Form 5500 & Sch C

    By alexa, October 13, 2008
    • 1 reply
    • 1k views
    • 
    • JanetM
    • October 15, 2008

46. Master Trust Investment Accounts

    By Guest Mark DeBoer, July 29, 2009
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • July 29, 2009

47. Master Trust Investment Accounts

    By Guest Jeff Underwood, May 7, 2003
    • 1 reply
    • 1.3k views
    • 
    • JohnCheek
    • May 24, 2003

48. Master Trust Reference Material

    By Guest BLF, September 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Theresa Lynn
    • September 4, 2003

49. Master Trust reporting in Form 5500

    By Guest TPALona, September 30, 2014
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 30, 2014

50. Master Trust vs Commingled Trust

    By TPATC, July 27, 2001
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • July 31, 2001