Form 5500

3,277 topics in this forum

1. 5500 filing - plan with employer securities

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

2. Abandoned Large Plan Filer

   By Below Ground, September 28, 2023
   • 8 replies
   • 1.4k views
   • 
   • Below Ground
   • October 2, 2023

3. Form 5558

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

4. Schedule T

   By Guest Rettop, May 21, 2002
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 21, 2002

5. Schedule A information. Automatic or on request

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

6. DFVC

   By thepensionmaven, August 6, 2025
   • 4 replies
   • 1.4k views
   • 
   • justanotheradmin
   • August 7, 2025

7. 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

8. 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

9. Insufficient information to file by deadline

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

10. Form 8955-SSA

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

11. Legal Services Plan

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

12. Wrong EIN on returns

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

13. Schedule A

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

14. late adp refund

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

15. Schedule T

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

16. Sch. A Incentive Compensation

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

17. Amending 5500's from 2011 thru 2015

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

18. Forfeitures- Schedule I

    By Guest rachd, May 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • pmacduff
    • May 20, 2003

19. Effective in 98, but NEVER Filed 5500`

    By austin3515, February 22, 2011
    • 5 replies
    • 1.3k views
    • 
    • jpod
    • February 22, 2011

20. DB Plan setup and deadline

    By charlitsai, January 8, 2015   

    • DB deadline
    • 5 replies
    • 1.3k views
    • 
    • charlitsai
    • January 13, 2015

21. 2011 amended Form 5500

    By hunter001, October 17, 2013
    • 7 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • November 1, 2013

22. Combining FSA and Limited Purpose FSA on 5500?

    By Guest rulesrulesrules, August 14, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 14, 2007

23. 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
    • 1.3k views
    • 
    • david rigby
    • July 11, 2014

24. 5500EZ... DFVC not available.... ?

    By K-t-F, February 8, 2007
    • 3 replies
    • 1.3k views
    • 
    • K-t-F
    • February 8, 2007

25. 5500 and three-year testing cycle

    By Guest ljsc, June 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 25, 2007

26. 5500 efast2 filing date

    By TPApril, January 31, 2013
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 31, 2013

27. Form 5500

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

28. 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

29. Master Trust Investment Accounts

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

30. Pharmacy rebates

    By JWK, June 7, 2008
    • 0 replies
    • 1.3k views
    • 
    • JWK
    • June 7, 2008

31. Participant count for a new plan on 5500 form

    By Jakyasar, June 4, 2021
    • 8 replies
    • 1.3k views
    • 
    • Belgarath
    • June 9, 2021

32. Easy Grid for H&W 5500 Reporting Requirements

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

33. Form 5558

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

34. delinquent 5500 for 2009

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

35. Who should files the 5500s when almost everyone is dead?

    By BTG, July 9, 2021
    • 12 replies
    • 1.3k views
    • 
    • Peter Gulia
    • July 15, 2021

36. Audit Risk? Going from Small to Large Plan

    By Benefits Vet, February 6, 2020
    • 6 replies
    • 1.3k views
    • 
    • WillSanDiego CPA
    • February 21, 2020

37. Incorrect EIN

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

38. SAR for plan with only a few participants

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

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

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

40. SAR completion under the new small plan disclosure requirement

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

41. 5500 / ERISA to Non-ERISA Plan

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

42. P-215 Error

    By Leopurrd, September 30, 2010
    • 0 replies
    • 1.3k views
    • 
    • Leopurrd
    • September 30, 2010

43. Distribution Fees

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

44. 10% experience related?

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

45. Trouble filing SSA with ATX Software

    By EPCRSGuru, January 17, 2012
    • 5 replies
    • 1.3k views
    • 
    • EPCRSGuru
    • January 17, 2012

46. 2010 Schedule SB Line 11(d) column (b)

    By Guest Jcarolan, August 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • August 6, 2010

47. Amended returns to DOL after 7/1/01

    By Kristina, August 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Kristina
    • August 20, 2001

48. Qualifying Plan Assets

    By Lori Foresz, January 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • January 22, 2004

49. Two Plans - Bond Amount?

    By emmetttrudy, May 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • May 4, 2011

50. Switching from large filing to small

    By Guest Powers, August 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • August 3, 2004