Form 5500

3,281 topics in this forum

1. Summary Annual Report

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

2. WB 5500 Guidance?

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

3. "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

4. 5500 has not been filed

   By PainPA, May 7, 2008
   • 2 replies
   • 1.6k views
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   • Kevin C
   • May 13, 2008

5. Modified accrual method required for self-employed?

   By Belgarath, January 13, 2004
   • 2 replies
   • 1.2k views
   • 
   • Belgarath
   • January 15, 2004

6. Sch H 4j 5% figure

   By Guest Candybar, August 15, 2003
   • 2 replies
   • 1.3k views
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   • R. Butler
   • August 18, 2003

7. Form 8955-SSA not filed - RMD not taken

   By Renee H, May 21, 2021
   • 2 replies
   • 774 views
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   • Renee H
   • May 24, 2021

8. Final year filing for cafeteria plans.

   By Guest RAJ, February 27, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 27, 2002

9. Reporting defaulted loans

   By pbarrett, May 6, 2003
   • 2 replies
   • 3.7k views
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   • Guest
   • May 8, 2003

10. Can separate welfare plans file one Form 5500?

    By Guest benefitsdude6, May 20, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 21, 2004

11. Is a hedge fund a qualifying plan asset?

    By Guest CharlieLaur, June 13, 2005
    • 2 replies
    • 2.6k views
    • 
    • Below Ground
    • May 25, 2010

12. Corrective distribution

    By Guest KRS401k, November 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • November 18, 2008

13. 2014 filed in 2017

    By ombskid, November 20, 2017
    • 2 replies
    • 575 views
    • 
    • RatherBeGolfing
    • November 21, 2017

14. Brokerage accounts...

    By Guest RONNIE WASEL, November 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Jean
    • November 26, 2002

15. 5500 required for sep employers of controlled goru

    By Guest moosegirl, July 29, 2003
    • 2 replies
    • 895 views
    • 
    • Guest
    • July 29, 2003

16. Filing due on the business day after

    By thepensionmaven, August 2, 2021
    • 2 replies
    • 821 views
    • 
    • SSRRS
    • August 3, 2021

17. EZ Filer.... Changing sponsor from "XYZ CPA" to "Bob & Sue CPAs LLC"

    By Basically, May 20, 2024
    • 2 replies
    • 478 views
    • 
    • Basically
    • May 20, 2024

18. Form 5500, Schedule C

    By msmith, August 14, 2018
    • 2 replies
    • 730 views
    • 
    • msmith
    • August 22, 2018

19. Can the independent qualified public accountant's report be issued as

    By Guest RMM, February 3, 2000
    • 2 replies
    • 4k views
    • 
    • Guest
    • February 4, 2000

20. SAR for merging plans

    By Guest ElKH, September 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 9, 2003

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

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

22. EFAST for H&W plans?

    By Guest Georgia1, August 31, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2009

23. Schedule R, Line 3

    By Andy the Actuary, May 15, 2010
    • 2 replies
    • 1.9k views
    • 
    • GMK
    • May 17, 2010

24. Controlled Group Form 5500-EZ?

    By DPSRich, April 1, 2016
    • 2 replies
    • 1.3k views
    • 
    • DPSRich
    • April 1, 2016

25. Final 5500 EZ

    By user99, August 23, 2022
    • 2 replies
    • 863 views
    • 
    • user99
    • August 23, 2022

26. retroactive defined benefit plan and 5500 Filing

    By Rayofsunshine, September 22, 2023
    • 2 replies
    • 895 views
    • 
    • Rayofsunshine
    • September 25, 2023

27. 990T

    By K-t-F, December 13, 2005
    • 2 replies
    • 1.8k views
    • 
    • K-t-F
    • December 14, 2005

28. form 5500 proposed changes for 2016 (Compliance questions)

    By Tom Poje, April 1, 2016
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 6, 2016

29. Large Plan/Small Plan - lines 6 and 7f on form 5500

    By Guest MJP, June 17, 2004
    • 2 replies
    • 1.3k views
    • 
    • Archimage
    • June 17, 2004

30. Wrap Plan

    By Guest fdurden, January 12, 2006
    • 2 replies
    • 1.9k views
    • 
    • namealreadyinuse
    • January 13, 2006

31. Audited Financials - 1st year required

    By Guest gymdacpa, October 3, 2007
    • 2 replies
    • 2.2k views
    • 
    • bzorc
    • October 10, 2007

32. DFVCP

    By 12AX7, September 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • October 4, 2011

33. 5500 due on 10/15/03-- any more extensions available?

    By Guest 401KTPA, September 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • September 30, 2003

34. Schedule I & REIT's

    By Guest shafter, June 14, 2001
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • December 7, 2009

35. When to file the 5330 (Excise tax)

    By Guest Achilles, March 7, 2005
    • 2 replies
    • 2k views
    • 
    • david rigby
    • March 7, 2005

36. Participant Disclosure of Plan Audit

    By kocak, June 14, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 14, 2005

37. Form 5500

    By Guest RJMOB, January 12, 2006
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 12, 2006

38. 5500-EZ initial year filing

    By thepensionmaven, August 22, 2017   

    • initial 5500-ez
    • 2 replies
    • 688 views
    • 
    • RatherBeGolfing
    • August 22, 2017

39. Reportable Transaction? - Bond Maturing

    By Guest Pat Metallic, April 27, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 28, 2006

40. Unfunded welfare benefit plans

    By Guest Mfcavo, March 16, 2000
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • March 16, 2000

41. Is it true you dont have to file a 5500 for Cafeteria Plan anymore?

    By Jilliandiz, December 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • December 18, 2003

42. EFAST2

    By wmyer, June 17, 2004
    • 2 replies
    • 1.6k views
    • 
    • Theresa Lynn
    • July 19, 2004

43. Code 2A on Form 5500

    By jala, May 1, 2017   

    • code 2a
    • 2 replies
    • 2.8k views
    • 
    • CuseFan
    • May 1, 2017

44. Plan Administrator signed 5500 form electronically

    By Belgarath, March 27, 2020
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • March 30, 2020

45. Final Form 5500 - Payables/Liabilites?

    By imchipbrown, February 5, 2021
    • 2 replies
    • 755 views
    • 
    • Mike Preston
    • February 5, 2021

46. DOL Letter for Missing Form 5500

    By chinson22, November 27, 2023
    • 2 replies
    • 1.1k views
    • 
    • Insurnacegirl555
    • March 24, 2024

47. Mid-Year Change for Collectively-Bargained Plan

    By 5500Nerd, May 5, 2020
    • 2 replies
    • 674 views
    • 
    • Mike Preston
    • May 7, 2020

48. 5500 with wrong EIN

    By TBob, September 2, 2008
    • 2 replies
    • 2.7k views
    • 
    • J Simmons
    • September 3, 2008

49. 5500 automatic extension - be careful

    By richard, April 5, 2000
    • 2 replies
    • 4k views
    • 
    • Chester
    • April 7, 2000

50. question on multiple employer plans & question on qslobs

    By Guest edsy, October 20, 2005
    • 2 replies
    • 2k views
    • 
    • stephen
    • October 20, 2005