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Form 5500

3,277 topics in this forum

  1. Schedule C

    By Guest Tad77,
    • 1 reply
    • 1.6k views

  2. 5330 Not extended

    By CJS07,
    • 1 reply
    • 914 views

  3. Schedule C - Direct Compensation

    By Alex Daisy,
    • 1 reply
    • 1.7k views

  4. Final Filing 5500-SF DB Plan

    By Lou S.,
    • 1 reply
    • 1.1k views

  5. 5500EZ Beginning Balance

    By Coleboy1,
    • 1 reply
    • 498 views

  6. 5500EZ Beginning Balance

    By Coleboy1,
    • 1 reply
    • 489 views

  7. Is anyone filing a Schedule D this year for their GIA?

    By Guest ngresham,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  8. merged plan

    By doombuggy,
    • 1 reply
    • 1.1k views

  9. 80 120 rule in reverse

    By bzorc,
    • 1 reply
    • 2.1k views
    • SRP
    • SRP

  10. Delinquent Form 5500-EZ's

    By 415 Limit,
    • 1 reply
    • 1.5k views

  11. Qdro Participant count in participant line

    By JKW,
    • 1 reply
    • 3.5k views

  12. Explain the 80-120 participation rule for the audit requirement.

    By Guest Tara Curran,
    • 1 reply
    • 2.7k views

  13. ESOP & Schedule A

    By Guest SuzieQNEC,
    • 1 reply
    • 971 views

  14. short final plan year filing - extension

    By pmacduff,
    • 1 reply
    • 1.7k views

  15. 5500 required for MP/SEP over $100M

    By Guest Lisa Karlin,
    • 1 reply
    • 935 views

  16. Due Date for SAR

    By Nancylee,   
    • 1 reply
    • 1.2k views

  17. Closed MEP Filed Separate 5500s as an "open" MEP

    By Archimage,
    • 1 reply
    • 522 views

  18. Late 5500EZ

    By Guest malisic1,
    • 1 reply
    • 1.2k views

  19. Question on Schedule I - Financial Information

    By Guest PLHart,
    • 1 reply
    • 2k views

  20. Filing Under the Incorrect EIN

    By Guest BHAMEB,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  21. SArs to terminated employees

    By cripp12,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  22. Schedule T, when aggregating

    By himt4,
    • 1 reply
    • 1.4k views

  23. LIFE INSURANCE

    By blue,
    • 1 reply
    • 1.8k views

  24. Summary Annual Report

    By Belgarath,
    • 1 reply
    • 1.7k views

  25. Penalty for late filing

    By Guest Ray Williams,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  26. 5500 schedule I question 4i

    By Guest JAnderson,
    • 1 reply
    • 2.1k views

  27. IRS letter

    By SSRRS,
    • 1 reply
    • 459 views

  28. 2020 Form 5500-SF -- No Longer Owner-Only Plan

    By mwyatt,
    • 1 reply
    • 652 views

  29. another sched T question

    By Guest quinn the car fixer,
    • 1 reply
    • 1.2k views

  30. Master Trust

    By justbsur,
    • 1 reply
    • 1.8k views

  31. Bill from IRS for 2004 5500

    By Young Curmudgeon,
    • 1 reply
    • 1.2k views

  32. When is my form 1999 5500 due? Must I file for an extension past 7/31/

    By Guest L,
    • 1 reply
    • 2.3k views

  33. Insured Health Plans

    By Guest GRESSEL,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  34. How accurate are you with partic count in 6 & 7?

    By BG5150,
    • 1 reply
    • 1.1k views

  35. Cancel bond a reportable transaction?

    By ombskid,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  36. Great West Schedule A dn C

    By austin3515,
    • 1 reply
    • 1.1k views

  37. Schedule R

    By Guest MPITTS,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  38. Amended Form 5500 procedure

    By Cathy from Chicago,
    • 1 reply
    • 1.8k views

  39. Changing Plan ID Number On Form 5500

    By Guest EBBeginner,
    • 1 reply
    • 2k views
    • WDIK
    • WDIK

  40. Davis Bacon Plan

    By Santo Gold,
    • 1 reply
    • 1.4k views

  41. Reasonable Cause Letters

    By Lifer,
    • 1 reply
    • 891 views

  42. Should a 5500 be filed for voluntary vision plan?

    By Guest jessica_ward@wellsfargois.com,
    • 1 reply
    • 3k views

  43. Filed 5500SF but not eligible

    By jkharvey,
    • 1 reply
    • 1.1k views

  44. Missed deferral opportunity

    By JKW,
    • 1 reply
    • 1.5k views

  45. Uninsured Health Spending Accounts

    By Guest PJDay,
    • 1 reply
    • 987 views

  46. Schedule H Attachments

    By TPApril,
    • 1 reply
    • 1.5k views

  47. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 380 views

  48. Schedule T, Line 4d

    By Guest Rudy,
    • 1 reply
    • 1.4k views

  49. Schedule I, line 4d question

    By Richard Anderson,
    • 1 reply
    • 1.7k views

  50. Never Filed Schedule A or D of 5500

    By ERISA13,
    • 1 reply
    • 867 views
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