Form 5500

3,281 topics in this forum

1. Reporting Delinquent Employee Contribtuions

   By Guest Esquire, November 13, 2000
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • November 14, 2000

2. Schedule C for a Non-Trust Filing if Non-monetary Funds to Report?

   By 5500Nerd, May 24, 2024
   • 2 replies
   • 647 views
   • 
   • 5500Nerd
   • May 29, 2024

3. final return for 2000 short plan year

   By Guest pdahlen, September 19, 2000
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 3, 2000

4. Switching from large filing to small

   By Guest Powers, August 3, 2004
   • 2 replies
   • 1.3k views
   • 
   • R. Butler
   • August 3, 2004

5. Schedule I - A really quick question

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

6. SEP IRA - 5500

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

7. Easy Grid for H&W 5500 Reporting Requirements

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

8. Schedule H where to report credit...

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

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

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

10. Welfare Plan Form 5500 - Final

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

11. Correcting Form 5500 filed without Audit Report?

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

12. Change EOY Plan to BOY Plan

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

13. Late filing of Form 5500 and SAR

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

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

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

15. Form 5500

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

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

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

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

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

18. penalty for failure to include an audit?

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

19. reporting defaulted loan

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

20. 5500

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

21. Mutual Funds

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

22. Participating Employer Filing 5500 Instead of Trust

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

23. Final Filing Form 5500-EZ - Distributions?

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

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

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

25. EZ Q 15b

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

26. Here's a scary thought...

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

27. Distribution Fee on Form 5500 and Management Fees

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

28. Schedule MEP

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

29. 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
    • 
    • Guest
    • May 6, 2004

30. Signature on the IQPA

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

31. Unsure

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

32. Qualifying plan assets -- treatment of Contribution Receivable

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

33. No 5500-EZ to 5500-SF

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

34. ERISA Plan Doc & 5500 Questions

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

35. Electronic availability of filed Form 5500?

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

36. 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

37. "Seven Brides for Seven Brothers"

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

38. 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

39. schedule r form 5500

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

40. 3 digit plan number

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

41. Delivery of Summary Annual Report

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

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

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

43. Form 5500

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

44. Form 5500's for plan terminated in 2004

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

45. Deadline

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

46. Non profit & automatic extension

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

47. Orphaned plan audit

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

48. Incorrect Payor on Sched R many years

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

49. July 31 Extension Date

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

50. 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