Form 5500

3,272 topics in this forum

1. No 2012 Yet...Is it ok to use 2011

   By jkharvey, January 23, 2013
   • 6 replies
   • 1.2k views
   • 
   • BG5150
   • January 23, 2013

2. No 5500 filed since plan inception

   By Moe Howard, October 23, 2008
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • November 10, 2008

3. No 5500-EZ to 5500-SF

   By austin3515, October 8, 2014
   • 2 replies
   • 1k views
   • 
   • austin3515
   • October 8, 2014

4. No assets in plan and no receivables. 5500 required?

   By Guest KMP, September 16, 2005
   • 3 replies
   • 1.8k views
   • 
   • Earl
   • September 18, 2005

5. No auditor's report was filed with 5500 and Schedule H

   By Guest jharrel, April 19, 2004
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • April 20, 2004

6. No EZ to SF to EZ

   By austin3515, September 14, 2011
   • 5 replies
   • 1.2k views
   • 
   • Bill Presson
   • September 15, 2011

7. No Federal ID Number

   By Sully, October 15, 2002
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • October 15, 2002

8. No fidelity bond = No exemption?

   By Guest MarkN, February 5, 2004
   • 2 replies
   • 1.6k views
   • 
   • WDIK
   • February 5, 2004

9. No Form 5500 filed since inception (2004)

   By Trisports, March 24, 2021   

   • 5500
   • dfvc
   • (and 1 more)

     Tagged with:

     • 5500
     • dfvc
     • 403(b)
   • 7 replies
   • 1k views
   • 
   • Trisports
   • March 30, 2021

10. No More Schedule F

    By Guest Emiliano, April 5, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2002

11. No P No trustee

    By Guest padmin, July 7, 2006
    • 15 replies
    • 3.9k views
    • 
    • jpod
    • July 13, 2006

12. No Phone # on 5500-SF

    By BG5150, October 13, 2020
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 14, 2020

13. No Schedule A?

    By jkharvey, October 5, 2007
    • 3 replies
    • 2.4k views
    • 
    • jkharvey
    • October 5, 2007

14. No Schedule B with 5500 EZ?

    By Dougsbpc, August 23, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 23, 2006

15. No Trust EIN now needed?

    By Guest jusducki, April 16, 2007
    • 7 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2007

16. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 16, 2011

17. Non profit & automatic extension

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

18. non-eligible plan asset of no value

    By Effen, September 27, 2010
    • 7 replies
    • 1.4k views
    • 
    • Ron Snyder
    • September 28, 2010

19. non-erisa 403b plan

    By Santo Gold, April 15, 2009
    • 11 replies
    • 2.1k views
    • 
    • QDROphile
    • April 17, 2009

20. Non-filed large plan Forms 5500

    By Guest timcnelson, December 9, 2011
    • 1 reply
    • 853 views
    • 
    • ETA Consulting LLC
    • December 11, 2011

21. Non-Profit DFVCP filing

    By KevinMc, July 29, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 25, 2009

22. Non-qualifying Plan Assets

    By Guest LHart, October 6, 2004
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 7, 2004

23. Non-Standard Requests in Auditors' Requests for Information

    By Guest jhall, August 3, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 4, 2005

24. Nonexempt transaction Party-in-interest

    By jason, August 8, 2018
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 8, 2018

25. nonqualified cash balance

    By k man, October 2, 2013
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • October 2, 2013

26. North Carolina further extended to September 2025

    By SSRRS, April 30
    • 5 replies
    • 1.2k views
    • 
    • SSRRS
    • November 3

27. Not counting de-admitted 403(b) contracts for Form 5500

    By Peter Gulia, January 19, 2010
    • 5 replies
    • 1.2k views
    • 
    • jpod
    • January 20, 2010

28. Notice to Terminated EA for Small Plan

    By Guest mattr@qbcinc.com, October 11, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 1, 2007

29. November 15th - 5500 extension

    By Guest M.L. Martin, October 8, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 11, 2001

30. Now that 125 Plans No Longer Require a Form 5500, What is Required for

    By Guest EMC, April 22, 2002
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • April 23, 2002

31. now what?

    By Tom Poje, September 13, 2011
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2011

32. Number of Participants wtih Acct Balances

    By Guest BUG, July 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2013

33. Number of participants?

    By Guest Green92, August 31, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 31, 2007

34. Obligation to provide Schedule P for prior years

    By Guest Fishchick, December 2, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 2, 2003

35. Off calendar year 5500

    By Bruce1, October 22
    • 2 replies
    • 233 views
    • 
    • Bruce1
    • October 22

36. Off Calendar-Short Plan Year

    By Guest MS TPA, October 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 26, 2010

37. OK to File a 5500 under DFVCP with missing plan information?

    By Guest El Guapo, October 15, 2012
    • 9 replies
    • 3.9k views
    • 
    • Flyboyjohn
    • August 20, 2014

38. Okay to use 1999 Form 5500 to file a short plan year beginning and end

    By John A, February 22, 2001
    • 5 replies
    • 1.7k views
    • 
    • Kristina
    • March 7, 2001

39. Okay to use current form for earlier years?

    By Peter Gulia, September 9, 2009
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • September 16, 2009

40. Okay, Now, Which Is It?

    By Andy the Actuary, July 12, 2010
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • July 19, 2010

41. Old SSAs filed

    By austin3515, November 29, 2018
    • 3 replies
    • 648 views
    • 
    • ESOP Guy
    • November 30, 2018

42. Older 5500 EZ instructions

    By Belgarath, March 23, 2016
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 5, 2017

43. On Schedule H, If the auditors are preparing a limited scope audit, do

    By Guest MPITTS, August 21, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 22, 2000

44. One 5500 for two plans?

    By Guest, April 4, 2000
    • 11 replies
    • 5.2k views
    • 
    • BeckyMiller
    • January 10, 2001

45. One Participant Plan

    By Guest kmvr, July 14, 2010
    • 0 replies
    • 808 views
    • 
    • Guest
    • July 14, 2010

46. One Participant Plan - Eligible for EZ?

    By Guest ggbrock, October 8, 2008
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 8, 2008

47. One Participant plan - participant count?

    By Guest Emiman, June 8, 2004
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 9, 2004

48. One participant plan and Form 5500-SF

    By cpc0506, May 30, 2017
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 10, 2021

49. One Participant plan Delinquent Filer

    By Dougsbpc, April 26, 2019
    • 2 replies
    • 667 views
    • 
    • thepensionmaven
    • May 11, 2019

50. One participant plan explained

    By K-t-F, October 23, 2018
    • 6 replies
    • 1.6k views
    • 
    • spiritrider
    • November 12, 2018