Form 5500

3,281 topics in this forum

1. Master Trust Final 5500 Filing

   By jenny.paulson, October 21, 2015   

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

2. Master Trust Form 5500 & Sch C

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

3. Master Trust Investment Accounts

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

4. Master Trust Investment Accounts

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

5. Master Trust Reference Material

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

6. Master Trust reporting in Form 5500

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

7. Master Trust vs Commingled Trust

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

8. Master Trust With One Plan?

   By Guest Jay345, November 29, 2012
   • 4 replies
   • 2.8k views
   • 
   • QDROphile
   • November 30, 2012

9. Master Trust?

   By Richard Anderson, September 6, 2001
   • 4 replies
   • 2.2k views
   • 
   • Kristina
   • September 17, 2001

10. Master Trust/MTIA Form 5500 filings

    By Guest LAnderson, May 23, 2005
    • 2 replies
    • 6.8k views
    • 
    • 401(k)guru
    • May 27, 2005

11. Master Trusts

    By Guest ablach, February 7, 2003
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • February 14, 2003

12. Master Trusts

    By J. Bringhurst, February 14, 2003
    • 2 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • February 19, 2003

13. Match Forfeiture Reduce/No Match made/5500SF

    By Cathy from Chicago, March 21, 2011
    • 3 replies
    • 2.7k views
    • 
    • ESOP Guy
    • March 22, 2011

14. May a retirement plan's auditor act as the plan's representative before the IRS in a correction procedure?

    By Peter Gulia, October 24, 2017   

    • epcrs; vcp; auditor; independence; aicpa
    • 5 replies
    • 876 views
    • 
    • Bob the Swimmer
    • October 25, 2017

15. Medical Plan 5500s

    By Guest Shanka, January 7, 2002
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • January 7, 2002

16. Medical Savings Accounts and Form 5500?

    By Guest, January 16, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 16, 2001

17. Mega-Wrap Plan Excludes Sec. 125 component?

    By Christine Roberts, September 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • SLuskin
    • October 30, 2001

18. MEP new rule for 5500 filing

    By Tom Poje, November 10, 2014
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 10, 2014

19. MEP Schedule

    By Coleboy1, March 5, 2024
    • 0 replies
    • 594 views
    • 
    • Coleboy1
    • March 5, 2024

20. MEP's

    By Belgarath, July 27, 2016
    • 4 replies
    • 997 views
    • 
    • Belgarath
    • July 28, 2016

21. Merged DB Plans

    By Guest HarveyC, February 6, 2002
    • 6 replies
    • 1.7k views
    • 
    • MGB
    • February 12, 2002

22. merged plan

    By doombuggy, May 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • May 14, 2003

23. Merged plan - Who signs the Form 5500?

    By Lori Friedman, October 1, 2008
    • 4 replies
    • 1.6k views
    • 
    • JanetM
    • October 2, 2008

24. Merged plan Form 5500 requirement

    By holdco, June 5, 2012
    • 6 replies
    • 10.4k views
    • 
    • david rigby
    • June 5, 2012

25. Merged plans and Schedule SSA

    By Lori Friedman, September 22, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 22, 2008

26. merger at 12:01 a.m. on 1/1

    By AndyH, June 20, 2016   

    • final return?
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • June 20, 2016

27. Merger Effective Date vs Transfer DAte

    By austin3515, January 27, 2021
    • 12 replies
    • 2.8k views
    • 
    • MoJo
    • January 28, 2021

28. Merger of PS and MP, Final 5500 needed?

    By Guest RONNIE WASEL, October 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 10, 2003

29. Merger, or just a change in Sponsorship?

    By KateSmithPA, May 6, 2003
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • May 7, 2003

30. 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

31. MEWAs and Form 5500

    By Guest Higley, November 6, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2001

32. Mid-Year Change for Collectively-Bargained Plan

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

33. Minimum assets for fidelity bond?

    By steve-o, June 21, 2007
    • 2 replies
    • 2.3k views
    • 
    • WDIK
    • June 21, 2007

34. Minimum Funding Question on 5500 EZ

    By MarZDoates, March 31, 2015
    • 3 replies
    • 1k views
    • 
    • MarZDoates
    • March 31, 2015

35. Missed deferral opportunity

    By JKW, July 27, 2015
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • July 27, 2015

36. Missed filing 5500 (2023) for long term client

    By Basically, October 2, 2025
    • 8 replies
    • 717 views
    • 
    • Belgarath
    • October 20, 2025

37. Missing 2007 Form 5500

    By TBob, July 14, 2010
    • 12 replies
    • 1.6k views
    • 
    • TBob
    • July 15, 2010

38. Missing 2008 5500

    By Guest TomV, August 19, 2010
    • 3 replies
    • 1k views
    • 
    • PainPA
    • August 19, 2010

39. Missing 5500

    By Guest BHAMEB, July 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • July 9, 2009

40. Missing 5558

    By Guest richez, May 21, 2003
    • 8 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • June 10, 2003

41. Missing Auditors Report

    By EPCRSGuru, November 1, 2023
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • November 2, 2023

42. missing schedule p

    By wsp, October 15, 2002
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

43. Missing Trustee on Schedule P

    By Guest BostonBay, July 16, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 16, 2005

44. Mistakenly Filed a Form 5558

    By soosil, January 10, 2017
    • 7 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 10, 2017

45. Modified accrual method required for self-employed?

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

46. modified cash accounting method

    By B21, September 23, 2019
    • 1 reply
    • 1.6k views
    • 
    • Dalai Pookah
    • October 1, 2019

47. Money Purchase or not?

    By Guest 5500, October 1, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • October 1, 2002

48. money purchase plan and 1st 5500

    By JKW, October 6, 2015
    • 7 replies
    • 985 views
    • 
    • ESOP Guy
    • October 6, 2015

49. more adventures of form 8955-SSA

    By Tom Poje, July 26, 2011
    • 16 replies
    • 3.5k views
    • 
    • chc93
    • August 9, 2011

50. Mortality Code For 94 GAR

    By Guest merlin, July 12, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 12, 2004