Form 5500

3,281 topics in this forum

1. One 5500 for two plans?

   By Guest, April 4, 2000
   • 11 replies
   • 5.3k views
   • 
   • BeckyMiller
   • January 10, 2001

2. One Participant Plan

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

3. One Participant Plan - Eligible for EZ?

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

4. One Participant plan - participant count?

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

5. One participant plan and Form 5500-SF

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

6. One Participant plan Delinquent Filer

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

7. One participant plan explained

   By K-t-F, October 23, 2018
   • 6 replies
   • 1.7k views
   • 
   • spiritrider
   • November 12, 2018

8. one participant plan or not

   By cpc0506, July 5, 2016
   • 14 replies
   • 4.4k views
   • 
   • ETA Consulting LLC
   • July 8, 2016

9. One participant plan with real estate

   By cpc0506, October 11, 2016
   • 1 reply
   • 1.2k views
   • 
   • Soundbc1
   • October 11, 2016

10. One participant plan??

    By lp1965, July 25, 2016
    • 2 replies
    • 799 views
    • 
    • lp1965
    • July 25, 2016

11. One Person Plan - Problem with Filing!

    By Guest m.n.ouellette, July 2, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 2, 2010

12. one person..two plans first filing year only one plan funded

    By Draper55, September 25, 2024
    • 1 reply
    • 530 views
    • 
    • C. B. Zeller
    • September 25, 2024

13. One-day Plan Year?

    By Guest DIY, March 16, 2006
    • 3 replies
    • 2.5k views
    • 
    • MWeddell
    • March 17, 2006

14. One-Participant Plan Aggregated for coverage

    By austin3515, September 10, 2019
    • 1 reply
    • 705 views
    • 
    • John Feldt ERPA CPC QPA
    • September 11, 2019

15. Online access to Form 5500 and all attachments?

    By tuni88, May 19, 2010
    • 1 reply
    • 2.7k views
    • 
    • david rigby
    • May 19, 2010

16. Online payment for DFVC?

    By Guest erisamelissa, May 4, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 4, 2009

17. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 12 replies
    • 2.1k views
    • 
    • VincentBocchinfuso CPC
    • January 21, 2009

18. Oops, forgot to file for extension for 5500

    By Dave Baker, August 1, 2003
    • 4 replies
    • 3.4k views
    • 
    • maverick
    • August 1, 2003

19. Open brokerage accounts and Schedule C reporting

    By Laura Harrington, July 27, 2009
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • June 1, 2012

20. Operational errors found during initial audit

    By JJRetirement, May 22, 2017   

    • 80/120 rule
    • late deferrals
    • (and 3 more)

      Tagged with:

      • 80/120 rule
      • late deferrals
      • epcrs
      • independent audit
      • 403(b)
    • 11 replies
    • 3.2k views
    • 
    • chc93
    • May 25, 2017

21. Opinion for Limited Scope Audit relying on SAS 70

    By Guest ChristianJWK, October 6, 2009
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • October 6, 2009

22. orphan plan final form 5500

    By Guest Georgia1, September 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2009

23. orphaned plan

    By Guest lindamichals, March 27, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • March 27, 2007

24. Orphaned plan audit

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

25. Overpaid on a DFVC filing

    By thepensionmaven, November 9, 2022
    • 3 replies
    • 608 views
    • 
    • thepensionmaven
    • November 10, 2022

26. Overpayment of Distribution

    By Archimage, August 24, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • August 25, 2004

27. Overpayment of QDRO

    By msmith, September 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • September 18, 2013

28. Overzealous 5500 auditor?

    By Guest Mike Spickard, February 25, 2004
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 28, 2004

29. Owner Only Defined Benefit Plan, EZ or not?

    By CTipper, January 7, 2010
    • 2 replies
    • 1.5k views
    • 
    • mwyatt
    • January 11, 2010

30. Owner took too much in withdrawals

    By Cynchbeast, September 14, 2013
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • September 18, 2013

31. Owners active, former EE has account: 1 partic plan?

    By BG5150, September 2, 2020
    • 4 replies
    • 649 views
    • 
    • JustMe
    • February 18, 2021

32. Ownership Change - New EIN

    By MBCarey, July 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • MBCarey
    • July 27, 2004

33. P-215 EFAST2 Warning Plan Termination

    By 401(k)guru, July 21, 2010
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 5, 2010

34. P-215 Error

    By Leopurrd, September 30, 2010
    • 0 replies
    • 1.3k views
    • 
    • Leopurrd
    • September 30, 2010

35. P.S. 58 costs reported on 1099-R should include "waiver of premiu

    By maverick, January 11, 2002
    • 3 replies
    • 4.5k views
    • 
    • Kirk Maldonado
    • February 9, 2002

36. Paid Preparer Information - Line 5

    By mwyatt, June 28, 2000
    • 6 replies
    • 2.6k views
    • 
    • SLuskin
    • July 14, 2000

37. Paid Preparer Rules

    By austin3515, September 7, 2011
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • September 9, 2011

38. Part IV - Plan Characteristics

    By bpyoung36, August 4, 2015   

    • 2f
    • 404c
    • (and 3 more)

      Tagged with:

      • 2f
      • 404c
      • part iv
      • line 9
      • 5500
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • August 5, 2015

39. Partial Distribution of Assets not revealed

    By CAR, June 6, 2007
    • 8 replies
    • 1.9k views
    • 
    • FormsRstillmylife
    • June 13, 2007

40. Partial Form 5500 - Large Plans

    By Guest JHeller, October 4, 2010
    • 19 replies
    • 4.6k views
    • 
    • Guest
    • October 7, 2010

41. Partial participant direction

    By Richard Anderson, October 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Richard Anderson
    • October 10, 2001

42. Partial Plan Termination and 5500-SF

    By Gadgetfreak, April 28, 2015
    • 4 replies
    • 3k views
    • 
    • david rigby
    • April 28, 2015

43. Participant

    By Guest moltengater, August 24, 2006
    • 7 replies
    • 2k views
    • 
    • Bird
    • August 28, 2006

44. Participant

    By Guest Rutager, December 15, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 15, 2008

45. Participant Count

    By Guest jefe96, March 19, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 20, 2007

46. Participant Count

    By Guest DTrom, March 16, 2005
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 18, 2005

47. Participant Count

    By Madison71, July 29, 2010
    • 3 replies
    • 1.4k views
    • 
    • Madison71
    • July 29, 2010

48. Participant Count

    By pmacduff, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • March 13, 2007

49. Participant Count

    By MBCarey, May 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 30, 2003

50. Participant Count - Beginning and End of Plan Year

    By bort, June 25, 2016
    • 7 replies
    • 2.5k views
    • 
    • GMK
    • July 15, 2016