Form 5500

3,277 topics in this forum

1. Multiple Amendments to the 5500...

   By TBob, August 9, 2004
   • 0 replies
   • 1.1k views
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   • TBob
   • August 9, 2004

2. Multiple Employer Plan

   By RCK, January 12, 2005
   • 5 replies
   • 1.7k views
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   • GBurns
   • January 23, 2005

3. multiple employer plan

   By blue, November 15, 2010
   • 1 reply
   • 1k views
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   • rcline46
   • November 15, 2010

4. Multiple Employer Plan

   By Guest Lex, June 19, 2002
   • 3 replies
   • 1.8k views
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   • Archimage
   • June 19, 2002

5. Multiple Employer Plan

   By Guest JM123, February 4, 2013   

   • controlled group
   • 0 replies
   • 1.7k views
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   • Guest
   • February 4, 2013

6. Multiple Employer Plan & Audit

   By Guest EricWings, July 9, 2008
   • 1 reply
   • 1.8k views
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   • J Simmons
   • July 9, 2008

7. Multiple employer PS/401(k)

   By Effen, November 13, 2007
   • 5 replies
   • 1.9k views
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   • QDROphile
   • November 14, 2007

8. Multiple employers

   By Guest ramay, December 16, 2009
   • 1 reply
   • 1k views
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   • pmacduff
   • December 16, 2009

9. Multiple Form 5500s historically filed for single qualified plan

   By billfgrady, October 2, 2003
   • 3 replies
   • 1.8k views
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   • Lynn Campbell
   • May 3, 2004

10. Multiple Late 5500EZ's

    By David MacLennan, January 25, 2001
    • 6 replies
    • 2.1k views
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    • Guest
    • July 21, 2002

11. Multiple Late filings

    By MBCarey, October 26, 2011
    • 4 replies
    • 1.2k views
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    • Andy the Actuary
    • October 26, 2011

12. Multiple Tax ID Numbers for 5500 reporting

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

13. multiple-employer plan

    By blue, July 12, 2007
    • 2 replies
    • 1.4k views
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    • John Feldt ERPA CPC QPA
    • July 12, 2007

14. Multiuple Employer Plan

    By Guest IluvNewComp, September 29, 2009
    • 1 reply
    • 1.1k views
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    • PensionPro
    • September 29, 2009

15. Municipality Money Purchase Plan

    By Deaconmomma, May 30, 2014
    • 1 reply
    • 1.4k views
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    • FormsRstillmylife
    • June 2, 2014

16. Must a 457 Plan maintained by a tax-exempt organization file a Form 5500?

    By katieinny, June 15, 2004
    • 0 replies
    • 1.2k views
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    • katieinny
    • June 15, 2004

17. Mutual Funds

    By jpod, September 3, 2009
    • 2 replies
    • 1.4k views
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    • jpod
    • September 3, 2009

18. My client never filed for 2008!

    By Guest IluvNewComp, November 30, 2009
    • 3 replies
    • 1.7k views
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    • Guest
    • November 30, 2009

19. Nationwide's Innovator Fund

    By Oh so SIMPLE, October 10, 2012
    • 0 replies
    • 1k views
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    • Oh so SIMPLE
    • October 10, 2012

20. Native American corporation retirement plans

    By Guest Clain, June 19, 2008
    • 3 replies
    • 1.8k views
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    • david rigby
    • June 20, 2008

21. Need copies of old (really old!) Form 5500EZ

    By David MacLennan, October 5, 2001
    • 5 replies
    • 2.2k views
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    • Richard Anderson
    • October 8, 2001

22. Need form 5500 for plan with no assets?

    By Louis, December 15, 2017   

    • form 5500
    • robs
    • 2 replies
    • 1.5k views
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    • goldtpa
    • December 18, 2017

23. Need help regarding when an insurance company has to report to Plan on

    By Guest LisaPA, October 14, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • October 14, 2002

24. Need to file an initial extension for a plan with a participating employer (husband/wife) - couple questions

    By aaronb26, July 25, 2023
    • 4 replies
    • 847 views
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    • Towanda
    • July 26, 2023

25. Need to file short plan year 2018 5500

    By ESOP Guy, May 21, 2018
    • 2 replies
    • 1.4k views
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    • Tom Poje
    • May 21, 2018

26. Need to know extension timeframe for a terminating plan

    By ahasan, August 20, 2023
    • 4 replies
    • 860 views
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    • CuseFan
    • August 21, 2023

27. Never Filed Schedule A or D of 5500

    By ERISA13, July 16, 2010
    • 1 reply
    • 866 views
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    • Andy the Actuary
    • July 16, 2010

28. Never Reported as a MEWA

    By 5500Nerd, October 29, 2021
    • 0 replies
    • 421 views
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    • 5500Nerd
    • October 29, 2021

29. Never Should Have Filed 5500

    By Jennifer D., December 20, 2021
    • 1 reply
    • 589 views
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    • Luke Bailey
    • December 22, 2021

30. new 401(k) plan

    By Tom Poje, June 16, 2008
    • 6 replies
    • 2.6k views
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    • JanetM
    • June 16, 2008

31. New 5500 Search on DOL Web-site

    By austin3515, January 7, 2014
    • 3 replies
    • 1.7k views
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    • david rigby
    • January 8, 2014

32. New 5500 Search Website is Pretty Cool!

    By austin3515, January 4, 2022
    • 5 replies
    • 6k views
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    • Bri
    • January 14, 2022

33. New Address for Extensions?

    By austin3515, June 27, 2011
    • 9 replies
    • 2.6k views
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    • DPSRich
    • July 8, 2011

34. New Address for filing 5558s

    By jquazza, July 2, 2003
    • 1 reply
    • 1.4k views
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    • BFree
    • July 2, 2003

35. New Form 5500 for 2019?

    By Bug on my window, October 31, 2018   

    • 5500
    • schedule j
    • 6 replies
    • 2.6k views
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    • Kristina
    • November 1, 2018

36. New HRA - no participants in 2017 - 5500 required?

    By t.haley, July 26, 2018
    • 3 replies
    • 695 views
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    • Flyboyjohn
    • July 30, 2018

37. New Plan (2013) Form 5500

    By Guest cands2002, July 30, 2014   

    • Form 5558; Form 5500
    • 5 replies
    • 1.2k views
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    • BG5150
    • July 30, 2014

38. New Plan 5500 Dates

    By Guest MCarey1, May 2, 2002
    • 4 replies
    • 1.6k views
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    • Guest
    • May 4, 2002

39. New Plan Audit Requirement for Large Plan status

    By Pammie57, September 4, 2015
    • 3 replies
    • 974 views
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    • Pammie57
    • September 4, 2015

40. New Plan for 2013 plan year - IRS Notice about missing 2012 filing

    By mwyatt, August 21, 2014
    • 3 replies
    • 876 views
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    • chc93
    • August 22, 2014

41. New Plan, no assets

    By Chey1999, March 17, 2015
    • 3 replies
    • 1k views
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    • My 2 cents
    • March 17, 2015

42. New Plan, Short Plan Year, Need 5500?

    By Guest amybu99, January 3, 2005
    • 1 reply
    • 1.1k views
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    • Bird
    • January 4, 2005

43. New procedure when plan sponsor changes EIN... must file 5500 showing zero participants?

    By AlbanyConsultant, July 19, 2018
    • 8 replies
    • 5.1k views
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    • Molly the cat
    • March 27, 2019

44. New PTIN Requirement

    By Andy the Actuary, October 1, 2010
    • 5 replies
    • 2.2k views
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    • BeanCounterBlues
    • October 14, 2010

45. New Requirements for Welfare 5500 filings

    By SLuskin, June 25, 2012
    • 8 replies
    • 3.5k views
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    • GMK
    • February 25, 2013

46. new schedule C - indirect compensation

    By Guest allen293, April 15, 2009
    • 0 replies
    • 1.5k views
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    • Guest
    • April 15, 2009

47. New Schedule C form

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

48. New Schedule H P2 Expense Breakout Question

    By Numb3rsGame, May 29, 2024
    • 9 replies
    • 1.7k views
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    • Numb3rsGame
    • May 31, 2024

49. New Schedule R - skip line 3, or not (for a profit-sharing plan)?

    By Guest CGBS, June 28, 2000
    • 1 reply
    • 2.2k views
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    • Guest
    • July 12, 2000

50. New Schedules for 5500

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