Form 5500

3,281 topics in this forum

1. Schedule R distributions

   By Guest PGross, February 7, 2001
   • 2 replies
   • 1.6k views
   • 
   • wmyer
   • February 8, 2001

2. Schedule T for a cross tested plan

   By Guest revier, September 16, 2004
   • 2 replies
   • 1k views
   • 
   • jquazza
   • September 17, 2004

3. SCHEDULE SSA/ATTACHMENTS

   By Guest BDH, August 23, 2000
   • 2 replies
   • 2k views
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   • Guest
   • August 24, 2000

4. Software

   By Guest akwallace, May 31, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • May 31, 2002

5. PFML Reported in Form 5500

   By 5500Nerd, May 16, 2023
   • 2 replies
   • 823 views
   • 
   • 5500Nerd
   • May 17, 2023

6. How to handle the summary annual report format that corresponds to new

   By Guest JL, April 12, 2000
   • 2 replies
   • 1.6k views
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   • Kristina
   • October 2, 2000

7. 5500 Schedule I - Line 2h

   By PainPA, September 2, 2008
   • 2 replies
   • 2k views
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   • Bird
   • September 3, 2008

8. Employer Contribution Not Reported on 2005 5500

   By MBCarey, July 8, 2009
   • 2 replies
   • 1.1k views
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   • MBCarey
   • July 8, 2009

9. Form 5330 - Section 4975

   By TPAVP, June 20, 2002
   • 2 replies
   • 3k views
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   • R. Butler
   • June 21, 2002

10. EFAST2

    By 415 Limit, July 9, 2010
    • 2 replies
    • 1.1k views
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    • 415 Limit
    • July 9, 2010

11. Schedule A Requirements for Insurance Company - Combined Trust

    By Medusa, May 22, 2001
    • 2 replies
    • 2.5k views
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    • Medusa
    • May 23, 2001

12. Schedule A Help!

    By card, July 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • card
    • July 17, 2002

13. Form 5558 Filing Extension for 3/31/10 PYE

    By MoShawn, October 29, 2010
    • 2 replies
    • 1.6k views
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    • austin3515
    • October 31, 2010

14. Due date April 15th or April 18th

    By Janice F, March 25, 2011
    • 2 replies
    • 2.7k views
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    • Guest
    • April 15, 2011

15. Schedule T in 2008?

    By Guest Pisgah, April 5, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 6, 2007

16. Switch to 5500 EZ?

    By Dougsbpc, April 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • April 11, 2012

17. Schedule I = Question 4i

    By MarZDoates, May 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • May 9, 2003

18. Form 5500-EZ filing

    By Guest pmetallic, September 16, 2004
    • 2 replies
    • 1.9k views
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    • jquazza
    • September 17, 2004

19. "Mega" Wrap Document - Participant Count

    By Christine Roberts, July 12, 2005
    • 2 replies
    • 3k views
    • 
    • E as in ERISA
    • July 13, 2005

20. Exemption from Scedule H for self-funded plans

    By Guest Mfcavo, September 18, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2000

21. Trade Error Corrections

    By Stevo-PDX, April 11, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • April 12, 2012

22. Form 5500-EZ Filed Late

    By mming, January 4, 2023
    • 2 replies
    • 693 views
    • 
    • C. B. Zeller
    • January 4, 2023

23. DFVC - How far back?

    By Guest KEK, January 30, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 1, 2002

24. Small Plan Audit - Insurance Co Wants Audit

    By Guest S Boutwell, December 11, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • December 12, 2008

25. Filing 5500s w/DOL

    By Christine Roberts, April 28, 2000
    • 2 replies
    • 2.7k views
    • 
    • BeckyMiller
    • May 2, 2000

26. statutory exclusion for participant count?

    By Guest lindamichals, May 19, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2005

27. Form 5500 EZ

    By Belgarath, November 28, 2006
    • 2 replies
    • 2.7k views
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    • JanetM
    • November 30, 2006

28. Small business, 3 owners, no employees. Can we file 5500EZ?

    By RayJJohnsonJr, October 1, 2024
    • 2 replies
    • 529 views
    • 
    • RayJJohnsonJr
    • October 1, 2024

29. Can a new plan be a large plan?

    By JButtrick, July 13, 2005
    • 2 replies
    • 1.7k views
    • 
    • JButtrick
    • July 13, 2005

30. 5558

    By Guest algelin, July 6, 2007
    • 2 replies
    • 1.7k views
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    • david rigby
    • July 6, 2007

31. 5500-SF Trust Name and EIN

    By K2, January 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • K2
    • February 1, 2013

32. signatures

    By Guest RBeck, July 30, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 31, 2001

33. Form 5558 - Who can sign?

    By Guest jhilliard, July 30, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2003

34. Multiple Tax ID Numbers for 5500 reporting

    By Guest RxGuy, July 8, 2008
    • 2 replies
    • 2.6k views
    • 
    • JanetM
    • July 8, 2008

35. Plan Sponsor changed Location and EIN in 2009

    By Alex Daisy, April 20, 2010
    • 2 replies
    • 1.2k views
    • 
    • Alex Daisy
    • April 21, 2010

36. Schedule C for law firms

    By Guest Livia, September 8, 2010
    • 2 replies
    • 1.8k views
    • 
    • Peter Gulia
    • September 10, 2010

37. Schedule R, Line 3

    By mming, October 5, 2016
    • 2 replies
    • 1.4k views
    • 
    • chc93
    • October 5, 2016

38. Child of owner/5500EZ ok?

    By Guest jusducki, September 6, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • September 6, 2005

39. Did/Can DOL/IRS Lose Track Of Form 5500 Filers?

    By Guest Scarlet Knight, January 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 9, 2009

40. Schedule H - Line 4i(a)

    By AdKu, October 5, 2017
    • 2 replies
    • 3.1k views
    • 
    • AdKu
    • October 5, 2017

41. 5500 - Unfunded Safe Harbor

    By CJS07, October 3, 2014   

    • Late SH Deposit
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 6, 2014

42. Amended 5500SF?

    By Susan Graves CPA, September 2, 2020
    • 2 replies
    • 797 views
    • 
    • Bob the Swimmer
    • September 4, 2020

43. Loan fees and Schedule C

    By dmwe, September 2, 2009
    • 2 replies
    • 2.4k views
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    • dmwe
    • September 28, 2009

44. 5500 - plan with real estate

    By Guest jhuffstick@aol.com, June 3, 2016
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 3, 2016

45. Paying the DFVCP Fee - Electronically

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

46. Costs for additional information reported on SAR

    By Santo Gold, February 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 20, 2007

47. Wrap Plan Document and Health Care Sharing Ministries

    By 5500Nerd, July 1, 2020
    • 2 replies
    • 668 views
    • 
    • 5500Nerd
    • July 7, 2020

48. 5500-EZ And Schedule A

    By abanky, April 23, 2002
    • 2 replies
    • 1.4k views
    • 
    • abanky
    • April 23, 2002

49. Does a 5558 negate the automatic extension?

    By John A, May 24, 2000
    • 2 replies
    • 2.5k views
    • 
    • Bill Berke
    • June 1, 2000

50. New Schedules for 5500

    By Guest CGBS, June 2, 2000
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 9, 2000