Form 5500

3,277 topics in this forum

1. Hurricane disaster relief 5500 filings

   By doombuggy, October 11, 2004
   • 0 replies
   • 1.3k views
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   • doombuggy
   • October 11, 2004

2. Filed late, got IRS letter; any options?

   By BG5150, June 28, 2022
   • 13 replies
   • 1.3k views
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   • BG5150
   • July 1, 2022

3. filing requirements for a publicly traded company

   By eilano, June 7, 2002
   • 0 replies
   • 1.3k views
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   • eilano
   • June 7, 2002

4. Filing Authorizations for when TPA files the 5500

   By BG5150, October 7, 2020
   • 4 replies
   • 1.3k views
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   • Bird
   • October 9, 2020

5. Participant Disclosure of Plan Audit

   By kocak, June 14, 2005
   • 2 replies
   • 1.3k views
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   • david rigby
   • June 14, 2005

6. SSA for takeover plans

   By AlbanyConsultant, April 6, 2007
   • 1 reply
   • 1.3k views
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   • david rigby
   • April 6, 2007

7. Amended Filing Needs Schedule P

   By Jean, August 5, 2010
   • 1 reply
   • 1.3k views
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   • JohnCheek
   • August 12, 2010

8. Life Insurance Cash Value

   By MBCarey, June 21, 2002
   • 0 replies
   • 1.3k views
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   • MBCarey
   • June 21, 2002

9. Rehired Retiree

   By Guest Grumpy455, September 6, 2005
   • 0 replies
   • 1.3k views
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   • Guest
   • September 6, 2005

10. SSA--When to report as "D"

    By jkharvey, May 27, 2015
    • 4 replies
    • 1.3k views
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    • ESOP Guy
    • May 27, 2015

11. 5500EZ or 5500SF?

    By Guest jusducki, July 6, 2011
    • 5 replies
    • 1.3k views
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    • K2retire
    • September 26, 2012

12. Auditor's Report

    By khn, September 24, 2013
    • 3 replies
    • 1.3k views
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    • ESOP Guy
    • September 24, 2013

13. Unreported Assets

    By Guest cke66edy, June 6, 2011
    • 2 replies
    • 1.3k views
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    • Bird
    • June 7, 2011

14. 2010 Form 8955-SSA

    By DPSRich, November 2, 2011
    • 4 replies
    • 1.3k views
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    • K2retire
    • November 3, 2011

15. Form 5330 - Funding Deficiency - late from the start

    By mwyatt, November 23, 2011
    • 1 reply
    • 1.3k views
    • 
    • K2retire
    • November 23, 2011

16. Master Trust and Brokerage accounts

    By Guest LuannJ, July 27, 2004
    • 1 reply
    • 1.3k views
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    • jquazza
    • August 10, 2004

17. Schedule A

    By SSRRS, July 21, 2021
    • 9 replies
    • 1.3k views
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    • Peter Gulia
    • July 23, 2021

18. 2009 Form 5500-SF

    By msmith, June 9, 2010
    • 2 replies
    • 1.3k views
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    • BeanCounterBlues
    • June 14, 2010

19. Trust ID vs. Employter ID on the 5500

    By Guest rachd, January 15, 2003
    • 4 replies
    • 1.3k views
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    • maverick
    • January 16, 2003

20. Controlled Group Form 5500-EZ?

    By DPSRich, April 1, 2016
    • 2 replies
    • 1.3k views
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    • DPSRich
    • April 1, 2016

21. Wrong Participant Count, No Audit Filed Ever, Want to Terminate

    By 401 Chaos, September 3, 2020
    • 11 replies
    • 1.3k views
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    • Bob the Swimmer
    • September 4, 2020

22. just released 5500-SUP guidelines

    By Tom Poje, March 31, 2015
    • 4 replies
    • 1.3k views
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    • Tom Poje
    • April 1, 2015

23. Termination

    By Guest steve55, February 4, 2005
    • 1 reply
    • 1.3k views
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    • wmyer
    • February 4, 2005

24. 5500-Form 5558 statistics

    By Guest LVanSteeter, January 14, 2003
    • 1 reply
    • 1.3k views
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    • david rigby
    • January 14, 2003

25. 8955-SSA and extension

    By Rai401k, July 26, 2012
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • July 26, 2012

26. Amended Form 5500- audit report

    By Guest BeneMom, March 22, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • March 22, 2010

27. Self-Funded Dental welfare planIs an audit required?

    By oriecat, May 26, 2004
    • 4 replies
    • 1.2k views
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    • oriecat
    • May 27, 2004

28. Schedule P

    By abanky, August 16, 2005
    • 2 replies
    • 1.2k views
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    • Leopurrd
    • August 16, 2005

29. Schedule B - Line 25

    By emmetttrudy, May 18, 2009
    • 3 replies
    • 1.2k views
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    • Blinky the 3-eyed Fish
    • May 19, 2009

30. 2020 Form 5500-SF for owner-only

    By John Feldt ERPA CPC QPA, July 24, 2020
    • 2 replies
    • 1.2k views
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    • Luke Bailey
    • July 25, 2020

31. Qualifying Plan Assets

    By Guest Annette Leerhoff, June 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2012

32. Coverage Question

    By Gilmore, April 9, 2004
    • 2 replies
    • 1.2k views
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    • Gilmore
    • April 12, 2004

33. F-5500 REF

    By gregburst, March 21, 2011
    • 0 replies
    • 1.2k views
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    • gregburst
    • March 21, 2011

34. 5500-EZ

    By J Simmons, May 5, 2008
    • 1 reply
    • 1.2k views
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    • Belgarath
    • May 5, 2008

35. CDSC Charges

    By Guest CAP, June 14, 2005
    • 1 reply
    • 1.2k views
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    • legort69
    • June 15, 2005

36. Will name change of 1 letter trigger warning or error?

    By BG5150, June 10, 2021
    • 4 replies
    • 1.2k views
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    • Jakyasar
    • June 11, 2021

37. Schedule R for Money Purchase Plan

    By Guest jusducki, May 23, 2005
    • 2 replies
    • 1.2k views
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    • wmyer
    • May 23, 2005

38. PWBA name change

    By pmacduff, April 24, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2003

39. Schedule C

    By Guest Golden Girl, October 14, 2009
    • 2 replies
    • 1.2k views
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    • Guest
    • November 1, 2009

40. Off Calendar-Short Plan Year

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

41. 5500 to 5500-EZ?

    By Dougsbpc, November 17, 2009
    • 3 replies
    • 1.2k views
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    • mming
    • December 9, 2009

42. Schedule T in 2008?

    By Guest Pisgah, April 5, 2007
    • 2 replies
    • 1.2k views
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    • Guest
    • April 6, 2007

43. Are these small welfare plans?

    By sloble@crowleyfleck.com, August 22, 2004
    • 0 replies
    • 1.2k views
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    • sloble@crowleyfleck.com
    • August 22, 2004

44. Schedule C

    By DPL, March 15, 2012
    • 3 replies
    • 1.2k views
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    • Guest
    • March 15, 2012

45. Delinquent Forms 5500

    By Guest Trirod, May 13, 2004
    • 1 reply
    • 1.2k views
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    • WDIK
    • May 13, 2004

46. schedule a reporting

    By betheeg, August 24, 2006
    • 0 replies
    • 1.2k views
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    • betheeg
    • August 24, 2006

47. 5500s and Controlled Groups

    By Guest WelfareBoy, March 31, 2008
    • 1 reply
    • 1.2k views
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    • JanetM
    • March 31, 2008

48. Form 5500-EZ

    By Lori Foresz, April 9, 2004
    • 2 replies
    • 1.2k views
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    • Lame Duck
    • April 9, 2004

49. 8955-SSA Typos?

    By DanyelN, October 18, 2024
    • 6 replies
    • 1.2k views
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    • FormsRstillmylife
    • October 23, 2024

50. Advance contribution on Schedule SB?

    By Pension RC, June 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 20, 2013