Form 5500

3,277 topics in this forum

1. 80-120 Rule

   By Lori H, September 24, 2010
   • 5 replies
   • 1.3k views
   • 
   • Tom Poje
   • September 27, 2010

2. plans for extra month extension repelaed

   By Tom Poje, December 7, 2015
   • 4 replies
   • 1.3k views
   • 
   • Doghouse
   • December 7, 2015

3. Relius Web Client - Attachment error

   By Spencer, July 30, 2010
   • 1 reply
   • 1.3k views
   • 
   • Spencer
   • August 2, 2010

4. Large Plan/Small Plan - lines 6 and 7f on form 5500

   By Guest MJP, June 17, 2004
   • 2 replies
   • 1.3k views
   • 
   • Archimage
   • June 17, 2004

5. Late 5500

   By goldtpa, December 14, 2013
   • 4 replies
   • 1.3k views
   • 
   • GMK
   • December 24, 2013

6. Relius SAR Program

   By mwyatt, February 9, 2007
   • 0 replies
   • 1.3k views
   • 
   • mwyatt
   • February 9, 2007

7. Delinquent Filer - information only returns

   By SheilaD, September 23, 2011
   • 2 replies
   • 1.3k views
   • 
   • SheilaD
   • September 28, 2011

8. Schedule B - Line 2c - What is Implication if < 70%

   By Guest HarveyC, April 2, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • April 3, 2004

9. Reimbursement to Plan Sponsor and Schedule C

   By cathyw, August 20, 2020
   • 4 replies
   • 1.3k views
   • 
   • cathyw
   • August 21, 2020

10. Fiscal Year end in 2009 - plan year begin in 2008

    By jkdoll2, March 24, 2010
    • 6 replies
    • 1.3k views
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    • Below Ground
    • April 13, 2010

11. EFAST2

    By Guest notapensiongeek, May 25, 2010
    • 5 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • May 27, 2010

12. IRS botches it yet again

    By Belgarath, December 5, 2016
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 5, 2016

13. EFAST2, IRS and reasonable cause

    By ombskid, February 4, 2011
    • 0 replies
    • 1.3k views
    • 
    • ombskid
    • February 4, 2011

14. What consequences result from a CPA's adverse opinion on a plan's financial statements?

    By Peter Gulia, September 11, 2015   

    • audit
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • September 13, 2015

15. TE Compliance Unit Letter for 1 participant plan

    By thepensionmaven, August 24, 2021
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 25, 2021

16. form 5500ez late in first year

    By Draper55, January 10, 2014   

    • reasonable cause
    • 3 replies
    • 1.3k views
    • 
    • Draper55
    • January 13, 2014

17. reporting contributions when there was a plan merger

    By Santo Gold, March 17, 2021
    • 9 replies
    • 1.3k views
    • 
    • Belgarath
    • April 12, 2021

18. filing form 5500

    By Guest stacyvan, May 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • May 18, 2005

19. Schedule A's

    By Lori H, May 4, 2007
    • 0 replies
    • 1.3k views
    • 
    • Lori H
    • May 4, 2007

20. DFVC filing

    By Bird, April 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • April 5, 2005

21. Small Plan Sch I 4i Cash>20% of Assets

    By Guest dfeltens, January 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • January 5, 2007

22. 5500 filing summary for Fringe and Welfare Plans

    By AndyH, May 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • May 30, 2002

23. Already Filed Thru DFVC - Can we get our money back?

    By MarZDoates, November 29, 2012
    • 2 replies
    • 1.3k views
    • 
    • MarZDoates
    • November 30, 2012

24. company ceases operations 5500s not filed

    By Guest padmin, August 24, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 2005

25. 5500 - Unfunded Safe Harbor

    By CJS07, October 3, 2014   

    • Late SH Deposit
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • October 6, 2014

26. Roth Conversion and Form 5500

    By Archimage, July 24, 2020
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • July 27, 2020

27. Schedule R

    By Guest AJM 34, May 18, 2007
    • 3 replies
    • 1.3k views
    • 
    • Leopurrd
    • May 25, 2007

28. 5500SF, item 10e

    By Guest Margaret25, April 21, 2010
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • April 22, 2010

29. Small Plan 5500 Sch I Q 4i re >20% assets in single security

    By Beltane, June 13, 2013   

    • Money Market cash
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • June 14, 2013

30. failure to file audit report

    By k man, August 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 2004

31. 5500 and Schedules for a 403(b) match plan

    By Guest richez, June 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • June 2, 2004

32. Form 5500

    By msmith, December 7, 2010
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • December 8, 2010

33. Hurrican Irene Extension - What to Type

    By austin3515, October 17, 2011
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • November 2, 2011

34. Form 5500 Schedule H Income

    By Andy the Actuary, March 4, 2013
    • 0 replies
    • 1.3k views
    • 
    • Andy the Actuary
    • March 4, 2013

35. Participant Count Question

    By Guest rachd, April 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • April 13, 2004

36. Schedule B

    By cdavis25, September 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • September 24, 2008

37. 5500 Plan Names

    By PhilB, January 25, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • January 27, 2003

38. Schedule R--coverage

    By Guest stillwater, April 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 3, 2006

39. nonqualified cash balance

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

40. Employer mailed 5500 without audit

    By Guest rachd, July 29, 2003
    • 7 replies
    • 1.3k views
    • 
    • E as in ERISA
    • July 30, 2003

41. Plan Characteristics

    By MBCarey, April 5, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 5, 2012

42. 8955 SSA - 2 questions

    By Guest AHS527, November 7, 2011
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 8, 2011

43. Sch H - key in assets held or attach page?

    By AlbanyConsultant, October 15, 2017
    • 7 replies
    • 1.3k views
    • 
    • chc93
    • October 18, 2017

44. Notice to Terminated EA for Small Plan

    By Guest mattr@qbcinc.com, October 11, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 1, 2007

45. Plan Sponsor Leaves PEO - Report BOY 5500 Assets How?

    By Guest Robin Vatalaro, September 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 14, 2002

46. 8955-SSA for less than cash out benefit

    By Belgarath, October 3, 2016
    • 9 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • October 7, 2016

47. Anything new on the statute of limitations w/out schedule P?

    By jkharvey, January 23, 2007
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • January 23, 2007

48. 5500 - plan with real estate

    By Guest jhuffstick@aol.com, June 3, 2016
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 3, 2016

49. Amended filings??

    By Guest Factster, September 30, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • October 1, 2002

50. Unfiling Final 5500?

    By BTG, June 4, 2021
    • 5 replies
    • 1.3k views
    • 
    • BTG
    • June 4, 2021