Form 5500

3,277 topics in this forum

1. Problem with 5500 SSA Schedule

   By RCK, March 24, 2007
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • March 24, 2007

2. 2009 = Final Filing, Must Use EFAST?

   By emmetttrudy, June 23, 2009
   • 1 reply
   • 1.3k views
   • 
   • MSN
   • June 24, 2009

3. Schedule H or I?

   By Guest BillClinton, July 1, 2002
   • 1 reply
   • 1.3k views
   • 
   • jaemmons
   • July 10, 2002

4. calendar year plan, fiscal year taxpayer

   By R. Butler, October 12, 2016
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • October 12, 2016

5. "Seven Brides for Seven Brothers"

   By Lori Friedman, October 10, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • October 11, 2004

6. Corrective Distributions

   By Alex Daisy, March 31, 2008
   • 0 replies
   • 1.3k views
   • 
   • Alex Daisy
   • March 31, 2008

7. Extension Denials

   By Earl, September 9, 2015
   • 3 replies
   • 1.3k views
   • 
   • Earl
   • September 25, 2015

8. When is the SAR deadline?

   By leighl, March 7, 2017
   • 3 replies
   • 1.3k views
   • 
   • leighl
   • March 9, 2017

9. Wrong participant count (by a few)

   By Guest IluvNewComp, August 26, 2011
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • August 27, 2011

10. Illiquid assets and Fidelity Bond

    By Guest turkeyhunter, May 11, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • May 13, 2010

11. Form 5500 EZ

    By Guest mollym5, November 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 15, 2002

12. Participant Counts for 2023 5500s--Eligible Employees WIthout Balances

    By EPCRSGuru, April 28, 2024
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • September 27, 2024

13. Audit for Large Plans

    By KevinMc, September 4, 2012
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • September 4, 2012

14. 5500 Software

    By SLuskin, March 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • March 16, 2005

15. 5500-EZ

    By Guest widget75, March 31, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2010

16. Plan Term and Form 5500

    By Guest acwallace, August 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 22, 2002

17. What are you doing regarding late 5500s?

    By No Name, March 11, 2004
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • March 19, 2004

18. Schedule R filing question

    By Guest Bob Kayak, March 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 31, 2006

19. Final 5500 EZ

    By Benbob13, February 8, 2021
    • 9 replies
    • 1.3k views
    • 
    • Lou S.
    • February 16, 2021

20. Form 8955-SSA

    By DPSRich, October 18, 2011
    • 2 replies
    • 1.3k views
    • 
    • chc93
    • October 18, 2011

21. SAR / Late Deposits

    By austin3515, April 24, 2015
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • April 27, 2015

22. Schedule C Required???

    By Cynchbeast, October 1, 2014
    • 4 replies
    • 1.3k views
    • 
    • My 2 cents
    • October 1, 2014

23. Master Trust

    By Guest wax, April 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2003

24. Schedule P- Deceased trustee

    By jquazza, October 13, 2004
    • 4 replies
    • 1.3k views
    • 
    • Ron Snyder
    • October 19, 2004

25. Welfare Benefit 5500- Filed 5500- Two days late

    By Danielle, August 8, 2021
    • 12 replies
    • 1.3k views
    • 
    • BG5150
    • August 10, 2021

26. Fact or Fiction?

    By bzorc, October 7, 2010
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • October 7, 2010

27. DB plan to DC plan

    By Guest LVanSteeter, September 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2002

28. Insurance Company General Account

    By Guest meggie, April 1, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2003

29. Form 5500 filed with incorrect PYB/PYE dates

    By MoShawn, July 19, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2011

30. Can't get all info needed for audit

    By Jim Chad, February 8, 2008
    • 4 replies
    • 1.3k views
    • 
    • Jim Chad
    • February 11, 2008

31. 5500 Question

    By Guest LoloV, April 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • April 17, 2003

32. Form 5500 for Foreign Plan?

    By Guest ScarletKnight, October 9, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 9, 2007

33. DFEs, MEP and DCG Reporting on 5500 for Plan Types

    By 401kology, March 11, 2025   

    • pep
    • gop
    • (and 1 more)

      Tagged with:

      • pep
      • gop
      • 5500
    • 1 reply
    • 1.3k views
    • 
    • 401kology
    • March 12, 2025

34. FYI on SSA Batch Filing on FIRE System

    By austin3515, August 24, 2011
    • 3 replies
    • 1.3k views
    • 
    • chc93
    • August 25, 2011

35. 5500EZ late

    By Guest harvisachar, January 23, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 23, 2007

36. 5500

    By Guest John Trusler, January 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • JohnCheek
    • January 4, 2003

37. Hurricane Sandy

    By DPSRich, November 6, 2012
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2013

38. Fidelity Bonds, dates, retroactive & 5500

    By TPApril, September 15, 2015
    • 0 replies
    • 1.3k views
    • 
    • TPApril
    • September 15, 2015

39. Defining Delinquency with Respect to DFVC Program

    By WDIK, July 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 13, 2004

40. Amended 5500 EZ- attach extension?

    By Guest rachd, April 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • May 4, 2004

41. Schedule A

    By pmacduff, July 8, 2009
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • July 8, 2009

42. Schedule C - Finders Fees

    By k man, April 28, 2003
    • 0 replies
    • 1.3k views
    • 
    • k man
    • April 28, 2003

43. Form 5500 - Schedule I - 4i - Trustee directed

    By Guest Scrappy, February 3, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2005

44. Dear IRS - Are you serious??

    By austin3515, November 18, 2016
    • 6 replies
    • 1.3k views
    • 
    • My 2 cents
    • November 18, 2016

45. Form 5558

    By MBCarey, July 7, 2010
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • July 8, 2010

46. 8955-SSA

    By Guest 4:15 Limit, December 2, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 2, 2011

47. Schedule SSA - Money Purchase Plan

    By Guest cease, February 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 4, 2005

48. MEP new rule for 5500 filing

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

49. Reporting delinquent contributions after EBSA audit closing letter

    By Guest Bearlee, September 26, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 26, 2012

50. How to file Schedule C?

    By Guest rachd, June 4, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 4, 2003