Form 5500

3,277 topics in this forum

1. Schedule I - A really quick question

   By Lori Friedman, July 12, 2006
   • 2 replies
   • 1.6k views
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   • Guest
   • July 13, 2006

2. SEP IRA - 5500

   By jmartin, September 1, 2011
   • 2 replies
   • 3.3k views
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   • austin3515
   • September 2, 2011

3. Easy Grid for H&W 5500 Reporting Requirements

   By Guest kingschamber, October 23, 2003
   • 2 replies
   • 1.3k views
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   • Lori Foresz
   • October 31, 2003

4. Schedule H where to report credit...

   By pmacduff, May 19, 2015
   • 2 replies
   • 1.4k views
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   • pmacduff
   • May 19, 2015

5. Amended 5500 - where does it get mailed to?

   By doombuggy, January 6, 2005
   • 2 replies
   • 1.1k views
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   • RCK
   • January 6, 2005

6. Welfare Plan Form 5500 - Final

   By bzorc, June 6, 2016
   • 2 replies
   • 991 views
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   • bzorc
   • June 7, 2016

7. Correcting Form 5500 filed without Audit Report?

   By kmhaab, February 12, 2025
   • 2 replies
   • 1.7k views
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   • ERISALawyr
   • February 13, 2025

8. Change EOY Plan to BOY Plan

   By jkdoll2, April 14, 2009
   • 2 replies
   • 1.5k views
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   • mwyatt
   • April 15, 2009

9. Late filing of Form 5500 and SAR

   By cpc0506, January 27, 2017
   • 2 replies
   • 855 views
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   • TPApril
   • March 21, 2017

10. Final version of 5500 has no question asking about determ letter app i

    By Christine Roberts, June 22, 2000
    • 2 replies
    • 1.7k views
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    • Guest
    • July 12, 2001

11. Form 5500

    By Guest EPS2, July 13, 2010
    • 2 replies
    • 1.2k views
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    • Tom Poje
    • July 13, 2010

12. Final 5500 for MPPP .... when the MPPP is merged into an existing PSP

    By Moe Howard, October 4, 2002
    • 2 replies
    • 1.4k views
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    • BFree
    • October 7, 2002

13. Is an accountants report always needed for large plans?

    By Santo Gold, September 7, 2005
    • 2 replies
    • 1.6k views
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    • Santo Gold
    • September 7, 2005

14. penalty for failure to include an audit?

    By K2retire, October 2, 2012
    • 2 replies
    • 1.9k views
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    • chc93
    • October 3, 2012

15. reporting defaulted loan

    By thepensionmaven, May 12, 2020
    • 2 replies
    • 2.2k views
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    • thepensionmaven
    • May 12, 2020

16. 5500

    By Guest LoloV, July 31, 2003
    • 2 replies
    • 1.1k views
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    • Fredman
    • July 31, 2003

17. Mutual Funds

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

18. Participating Employer Filing 5500 Instead of Trust

    By 5500Nerd, May 7, 2018
    • 2 replies
    • 744 views
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    • 5500Nerd
    • May 24, 2018

19. Final Filing Form 5500-EZ - Distributions?

    By JMP, September 4, 2020
    • 2 replies
    • 642 views
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    • JMP
    • September 4, 2020

20. Where indicate for a 401(m) or 401(a) contribution?

    By John A, June 29, 2000
    • 2 replies
    • 2.2k views
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    • Dawn Hafner
    • June 29, 2000

21. EZ Q 15b

    By David, October 23, 2002
    • 2 replies
    • 1.1k views
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    • David
    • October 24, 2002

22. Here's a scary thought...

    By austin3515, October 8, 2010
    • 2 replies
    • 1.1k views
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    • david rigby
    • October 8, 2010

23. Distribution Fee on Form 5500 and Management Fees

    By Vlad401k, July 20, 2015
    • 2 replies
    • 1.4k views
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    • Bird
    • July 20, 2015

24. Schedule MEP

    By R. Butler, April 1, 2024
    • 2 replies
    • 818 views
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    • R. Butler
    • April 2, 2024

25. Amending a 5500 for a plan year ending 6/30/2001 and 6/30/2002

    By Guest jazmyn, April 29, 2004
    • 2 replies
    • 1k views
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    • Guest
    • May 6, 2004

26. Signature on the IQPA

    By 12AX7, October 6, 2011
    • 2 replies
    • 2k views
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    • 12AX7
    • October 6, 2011

27. Unsure

    By thepensionmaven, February 15, 2025
    • 2 replies
    • 1.4k views
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    • thepensionmaven
    • February 15, 2025

28. Qualifying plan assets -- treatment of Contribution Receivable

    By Guest N'siah, June 4, 2002
    • 2 replies
    • 1.8k views
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    • pjkoehler
    • June 12, 2002

29. No 5500-EZ to 5500-SF

    By austin3515, October 8, 2014
    • 2 replies
    • 1.1k views
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    • austin3515
    • October 8, 2014

30. ERISA Plan Doc & 5500 Questions

    By oriecat, March 17, 2003
    • 2 replies
    • 2.1k views
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    • E as in ERISA
    • March 21, 2003

31. Electronic availability of filed Form 5500?

    By Guest Labradane, March 23, 2004
    • 2 replies
    • 950 views
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    • WDIK
    • March 23, 2004

32. Federal Tax Withholding on Form 5500 Schedule H

    By pitkofsky, April 12, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • April 14, 2016

33. "Seven Brides for Seven Brothers"

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

34. 5500 (welfare plan) didn't need to be filed

    By TPApril, October 30, 2015   

    • can it be removed?
    • 2 replies
    • 1k views
    • 
    • Bill Presson
    • November 2, 2015

35. schedule r form 5500

    By Guest ehayes, April 3, 2002
    • 2 replies
    • 1.7k views
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    • Earl
    • April 17, 2002

36. 3 digit plan number

    By Belgarath, October 28, 2008
    • 2 replies
    • 2.6k views
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    • Belgarath
    • October 28, 2008

37. Delivery of Summary Annual Report

    By MarZDoates, July 11, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 11, 2003

38. Classification on Form 5500 line 7 for Employees who have transferred

    By R. Butler, September 20, 2000
    • 1 reply
    • 1.7k views
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    • JohnCheek
    • September 22, 2000

39. Form 5500

    By Guest jkrad, June 18, 2003
    • 1 reply
    • 1.6k views
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    • Harwood
    • June 18, 2003

40. Form 5500's for plan terminated in 2004

    By Belgarath, May 8, 2007
    • 1 reply
    • 1.4k views
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    • Belgarath
    • May 10, 2007

41. Deadline

    By Guest ArrowMatt, July 11, 2003
    • 1 reply
    • 1.1k views
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    • WDIK
    • July 11, 2003

42. Non profit & automatic extension

    By TPApril, March 25, 2015
    • 1 reply
    • 1.5k views
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    • Flyboyjohn
    • March 26, 2015

43. Orphaned plan audit

    By Guest jim williams, September 10, 2001
    • 1 reply
    • 1.5k views
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    • Medusa
    • September 10, 2001

44. Incorrect Payor on Sched R many years

    By BG5150, December 31, 2020
    • 1 reply
    • 467 views
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    • Bird
    • January 4, 2021

45. July 31 Extension Date

    By Guest emtee, July 13, 2001
    • 1 reply
    • 1.5k views
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    • pmacduff
    • July 13, 2001

46. Schedule P- Who signs the schedule P when the plan is taken over mid year and the new trustee is a corporate trustee not an Individual any more?

    By Rai401k, April 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 2, 2004

47. 2009 Form 5500

    By blue, August 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • August 11, 2009

48. amending Form 5500-SF

    By thepensionmaven, November 1, 2019
    • 1 reply
    • 1k views
    • 
    • justanotheradmin
    • November 1, 2019

49. Plan number on 5500 different from plan number on determination letter

    By stephen, January 29, 2003
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • January 30, 2003

50. 5500 seminar for welfare plan filings?

    By maverick, January 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 19, 2006