Form 5500

3,281 topics in this forum

1. 5500 and qualified plans

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

2. 2001 Form 5500

   By Guest Powers, August 29, 2001
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 29, 2001

3. 2009 Form 5500-SF

   By Guest ABABAK, May 28, 2010
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • May 28, 2010

4. PEO, but employers are not related

   By John Feldt ERPA CPC QPA, July 5, 2012
   • 0 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 5, 2012

5. 2011 amended Form 5500

   By hunter001, October 17, 2013
   • 7 replies
   • 1.4k views
   • 
   • Andy the Actuary
   • November 1, 2013

6. Testing Requirements for Spinoff Plan

   By Guest MikeAIGFA, March 28, 2008
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • March 29, 2008

7. Form 5500 Merged Plans

   By Vlad401k, April 21, 2015
   • 2 replies
   • 1.4k views
   • 
   • My 2 cents
   • April 21, 2015

8. 5500 filing - plan with employer securities

   By hunter001, July 16, 2013
   • 1 reply
   • 1.4k views
   • 
   • BG5150
   • July 16, 2013

9. Schedule H Line 2a(C) or 2a(2) for in-kind rollover?

   By Guest M. Martin, June 26, 2013
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • June 28, 2013

10. Schedule A information. Automatic or on request

    By Guest ak, October 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 24, 2004

11. Amending 5500's from 2011 thru 2015

    By Deaconmomma, September 22, 2016
    • 5 replies
    • 1.4k views
    • 
    • Deaconmomma
    • September 23, 2016

12. North Carolina further extended to September 2025

    By SSRRS, April 30, 2025
    • 5 replies
    • 1.4k views
    • 
    • SSRRS
    • November 3, 2025

13. Form 5558

    By Guest charan, July 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002

14. Schedule H Expenses - What HC expenses go in Line 2(e)(1)?

    By Guest luluthetool, June 21, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 21, 2005

15. Insufficient information to file by deadline

    By Guest JMN, October 13, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 1, 2011

16. 5500 Signed by non-enrolled actuary

    By Guest Benefits19103, July 11, 2014   

    • 5500
    • enrolled actuary
    • (and 1 more)

      Tagged with:

      • 5500
      • enrolled actuary
      • misrepresentation
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • July 11, 2014

17. Legal Services Plan

    By Guest Rocky, May 5, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 5, 2005

18. Sch. A Incentive Compensation

    By Guest ak, April 3, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 3, 2007

19. Audit Risk? Going from Small to Large Plan

    By Benefits Vet, February 6, 2020
    • 6 replies
    • 1.4k views
    • 
    • WillSanDiego CPA
    • February 21, 2020

20. 5500 and three-year testing cycle

    By Guest ljsc, June 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • June 25, 2007

21. Schedule T

    By Guest RS Vatalaro, February 20, 2003
    • 5 replies
    • 1.4k views
    • 
    • jaemmons
    • March 10, 2003

22. Form 8955-SSA

    By Guest tmsjc, December 20, 2011
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 21, 2011

23. Wrong EIN on returns

    By Guest KRS401k, July 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 6, 2011

24. Forfeitures- Schedule I

    By Guest rachd, May 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • pmacduff
    • May 20, 2003

25. Combining FSA and Limited Purpose FSA on 5500?

    By Guest rulesrulesrules, August 14, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 14, 2007

26. Schedule A

    By Lori Friedman, March 28, 2007
    • 1 reply
    • 1.4k views
    • 
    • Lori Friedman
    • March 29, 2007

27. late adp refund

    By KevinMc, May 10, 2010
    • 0 replies
    • 1.4k views
    • 
    • KevinMc
    • May 10, 2010

28. 5500 efast2 filing date

    By TPApril, January 31, 2013
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 31, 2013

29. Master Trust Investment Accounts

    By Guest Jeff Underwood, May 7, 2003
    • 1 reply
    • 1.4k views
    • 
    • JohnCheek
    • May 24, 2003

30. Pharmacy rebates

    By JWK, June 7, 2008
    • 0 replies
    • 1.4k views
    • 
    • JWK
    • June 7, 2008

31. 5500EZ... DFVC not available.... ?

    By K-t-F, February 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • K-t-F
    • February 8, 2007

32. Effective in 98, but NEVER Filed 5500`

    By austin3515, February 22, 2011
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • February 22, 2011

33. DB Plan setup and deadline

    By charlitsai, January 8, 2015   

    • DB deadline
    • 5 replies
    • 1.4k views
    • 
    • charlitsai
    • January 13, 2015

34. Form 5500

    By DPSRich, July 21, 2011
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • July 22, 2011

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

    By bzorc, November 16, 2018
    • 2 replies
    • 1.3k views
    • 
    • bzorc
    • November 26, 2018

36. Very old amended Form 5500

    By ESOP Guy, November 22, 2019
    • 4 replies
    • 1.3k views
    • 
    • chc93
    • December 9, 2019

37. Merging a MPP plan into a PS plan; what must you do? I know that spousal consent issues come, still attached to the funds that derived from the money

    By Guest Enda80, April 8, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 8, 2008

38. Form 5558

    By Hojo, July 25, 2012
    • 2 replies
    • 1.3k views
    • 
    • Hojo
    • July 25, 2012

39. delinquent 5500 for 2009

    By gregburst, February 18, 2011
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2011

40. 5558 Incorrect IRS Approval Letters

    By bcmom, August 3, 2023
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • August 7, 2023

41. Easy Grid for H&W 5500 Reporting Requirements

    By Guest kingschamber, October 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • October 31, 2003

42. SAR for plan with only a few participants

    By Guest JPIngold, June 22, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 22, 2010

43. Distribution Fees

    By Medusa, March 6, 2009
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • March 6, 2009

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

    By ESOP Guy, March 29, 2025
    • 1 reply
    • 1.3k views
    • 
    • Paul I
    • March 29, 2025

45. Incorrect EIN

    By betheeg, May 9, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 9, 2008

46. Paying the DFVCP Fee - Electronically

    By DPSRich, September 28, 2023
    • 2 replies
    • 1.3k views
    • 
    • DPSRich
    • September 29, 2023

47. 10% experience related?

    By Guest wildcat, May 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • TPApril
    • October 30, 2013

48. Relius WebClient - not publishing?

    By Leopurrd, April 15, 2013
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • April 15, 2013

49. SAR completion under the new small plan disclosure requirement

    By Guest Rudy, September 3, 2002
    • 2 replies
    • 1.3k views
    • 
    • kocak
    • September 4, 2002

50. 5500 / ERISA to Non-ERISA Plan

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