Form 5500

3,277 topics in this forum

1. North Carolina further extended to September 2025

   By SSRRS, April 30, 2025
   • 5 replies
   • 1.3k views
   • 
   • SSRRS
   • November 3, 2025

2. Relius WebClient - not publishing?

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

3. Small plan audit exception

   By Guest Diane DuFresne, June 16, 2003
   • 1 reply
   • 1.3k views
   • 
   • Theresa Lynn
   • June 17, 2003

4. Very old amended Form 5500

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

5. 8955-SSA: rehire on 2010 form

   By doombuggy, March 5, 2012
   • 0 replies
   • 1.3k views
   • 
   • doombuggy
   • March 5, 2012

6. 5558 Incorrect IRS Approval Letters

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

7. Termination of multiemployer plan; where to report on Form 5500 the asset reversion to the employers?

   By Guest cease, September 24, 2003
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 29, 2003

8. Searching for Plan Documents

   By Guest anagpal, May 17, 2006
   • 2 replies
   • 1.3k views
   • 
   • Ron Snyder
   • May 19, 2006

9. Wrap Plan - 5500 issue

   By waid10, September 20, 2005
   • 0 replies
   • 1.3k views
   • 
   • waid10
   • September 20, 2005

10. Summary Annual Report

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

11. Welfare Plans

    By mlp0816, May 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • May 20, 2009

12. Voluntary Alternative Reporting Option

    By jukeboy56, January 8, 2009
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • January 8, 2009

13. 5500-EZ to 5500-SF

    By thepensionmaven, October 13, 2013
    • 1 reply
    • 1.3k views
    • 
    • Flyboyjohn
    • October 13, 2013

14. Insured Health Plans

    By Guest GRESSEL, July 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 14, 2001

15. Sch A question

    By Guest awoj, October 14, 2002
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 21, 2010

16. Participant Count on Form 5500

    By msmith, May 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • May 8, 2012

17. 80-120 Rule: 53 participants at 1/1/00 and 117 at 1/1/01?

    By Guest Robin Vatalaro, July 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 7, 2002

18. 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

19. Final 5500?

    By Guest rachd, February 12, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2004

20. Form 5500-sf filed one day late

    By thepensionmaven, April 1, 2021
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • April 1, 2021

21. Schedule H on a Cash Basis

    By 12AX7, October 10, 2011
    • 4 replies
    • 1.3k views
    • 
    • JanetM
    • October 12, 2011

22. DFVCP with one missed filing

    By FormsRstillmylife, September 20, 2021
    • 10 replies
    • 1.3k views
    • 
    • ESOP Guy
    • September 23, 2021

23. Combined SAR for multiple plans?

    By Guest Laura A Anderson, August 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • KIP KRAUS
    • August 2, 2002

24. Welfare Benefit Plan - Combined Form 5500

    By Guest JimD-EBR, October 9, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2004

25. Pro's and Con's of E-Filing 5500s?

    By AndyH, September 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • September 19, 2002

26. Independent Auditors Report

    By Guest cease, June 6, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 6, 2003

27. 5500 due today (4/16) or tomorrow (4/17)

    By Santo Gold, April 16, 2012
    • 3 replies
    • 1.3k views
    • 
    • Santo Gold
    • April 17, 2012

28. 8955-SSA

    By austin3515, August 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • chc93
    • August 10, 2011

29. Schedule H / 5% Transactions

    By Guest ElKH, August 21, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 21, 2003

30. 2008 Final 5500 and the Schedule SB

    By abanky, April 17, 2009
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • April 17, 2009

31. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd, December 18, 2024
    • 3 replies
    • 1.3k views
    • 
    • Juan Kelly
    • December 20, 2024

32. Pension Feature Codes 8a - timing?

    By justbsur, September 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • September 3, 2008

33. orphan plan final form 5500

    By Guest Georgia1, September 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2009

34. SAR disclosure of qualifying assets

    By KateSmithPA, June 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • KateSmithPA
    • June 26, 2003

35. Paying the DFVCP Fee - Electronically

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

36. Code 3H applies to affiliated service group

    By Tom, April 17, 2025
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • April 17, 2025

37. Schedule I - Insurance Premiums

    By Guest babs51, March 12, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • March 13, 2009

38. Sch H 4j 5% figure

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

39. Sch SSA for 2006

    By Guest ames, September 10, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • September 10, 2007

40. 5500SF or 5500EZ?

    By preErisa, October 4, 2010
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • October 4, 2010

41. 8955-SSA

    By K2retire, December 14, 2011
    • 3 replies
    • 1.3k views
    • 
    • K2retire
    • December 14, 2011

42. Receipt of Settlement Assets after a plan has terminated

    By buckaroo, July 23, 2009
    • 0 replies
    • 1.3k views
    • 
    • buckaroo
    • July 23, 2009

43. Revenue Sharing

    By PFranckowiak, June 3, 2009
    • 0 replies
    • 1.3k views
    • 
    • PFranckowiak
    • June 3, 2009

44. Relius Web Client

    By Guest LauraVanSteeter, January 25, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2013

45. New Schedule C form

    By Belgarath, May 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • May 25, 2009

46. 5500 Filings - missed/late

    By MGOAdmin, June 29, 2015   

    • late filings
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • June 29, 2015

47. Prohibited Transactions

    By JCK535, October 22, 2015
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • October 23, 2015

48. Copies of older 5500s

    By david rigby, May 14, 2011
    • 0 replies
    • 1.3k views
    • 
    • david rigby
    • May 14, 2011

49. Hurricane Ida Relief?

    By BG5150, October 5, 2021
    • 10 replies
    • 1.3k views
    • 
    • BG5150
    • October 19, 2021

50. Contributions to ineligible employees forfeited

    By Guest HJoseph, June 6, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 6, 2013