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Form 5500

3,281 topics in this forum

  1. 6/30/2021 5500 due today or Monday the 18th?

    By SSRRS,
    • 1 reply
    • 383 views

  2. Schedule T, Line 4d

    By Guest Rudy,
    • 1 reply
    • 1.5k views

  3. Schedule I, line 4d question

    By Richard Anderson,
    • 1 reply
    • 1.8k views

  4. Never Filed Schedule A or D of 5500

    By ERISA13,
    • 1 reply
    • 875 views

  5. Relius SB overrides on the SB - possible or impossible

    By Bug on my window,
    • 1 reply
    • 386 views

  6. 2001 5500 - can EFAST form be completed by hand?

    By Cathy from Chicago,
    • 1 reply
    • 1.1k views

  7. 5500EZ Question 10c

    By Guest jusducki,
    • 1 reply
    • 1.5k views

  8. Schedule C changes

    By dmwe,
    • 1 reply
    • 1.7k views

  9. Schedule C - Alternative Reporting Option

    By 12AX7,
    • 1 reply
    • 2k views

  10. Form 5500 Schedule H

    By pitkofsky,
    • 1 reply
    • 914 views

  11. Form-5500SF, Lines 7 & 8 question

    By jsmith1985,
    • 1 reply
    • 1.1k views

  12. 5500 Schedule C

    By AmyETPA,
    • 1 reply
    • 682 views

  13. Answered

    By Insurnacegirl555,
    • 1 reply
    • 441 views

  14. Schedule H, 4i

    By Jean,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  15. Schedule E

    By Guest Bob Lees,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  16. 2008 Final 5500 and the Schedule SB

    By abanky,
    • 1 reply
    • 1.3k views

  17. incentive allocation

    By R. Butler,
    • 1 reply
    • 870 views

  18. H&W plan's Form 5500 filing requirement when number of employees drops below 100

    By R. Butler,
    • 1 reply
    • 813 views

  19. Schedule I Small Plan Reporting

    By Guest mhmarino,
    • 1 reply
    • 1k views

  20. Employer name with d/b/a

    By BG5150,
    • 1 reply
    • 652 views

  21. 5500 for a 457?

    By Guest,
    • 1 reply
    • 1.8k views

  22. Schedule D filing

    By Dazednconfused,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  23. Short Plan Year & First full year using same 2015 5500 Form?

    By KTB,
    • 1 reply
    • 831 views

  24. Notice to Terminated EA for Small Plan

    By Guest mattr@qbcinc.com,
    • 1 reply
    • 1.3k views

  25. 8955-ssa for 5500-ez

    By TPApril,
    • 1 reply
    • 820 views

  26. Spin out of PEO

    By #toomanyrules,
    • 1 reply
    • 586 views

  27. In a single employer plan whose investments are in a common collective

    By Guest Peter Riggins,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  28. Schedule B and Money Purchase Plans

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

  29. Schedule C

    By Guest Peter Riggins,
    • 1 reply
    • 1.2k views

  30. SAR

    By Archimage,
    • 1 reply
    • 1.2k views

  31. Filing form 5500 for plans with zero assets

    By Guest Jane Freeman,
    • 1 reply
    • 3k views
    • RCK
    • RCK

  32. Delinquent Forms 5500

    By Guest Trirod,
    • 1 reply
    • 1.2k views

  33. Calendar year 5500 with multiple off-calendar year H&W benefits

    By Guest El Guapo,
    • 1 reply
    • 1.8k views

  34. Participant Count Question

    By Guest rachd,
    • 1 reply
    • 1.3k views

  35. Schedule A - Post Merger - Nontransferred Assets

    By JRG,
    • 1 reply
    • 916 views

  36. 2016 Form 5500

    By Tom Poje,
    • 1 reply
    • 1.2k views

  37. Form 5500 for SIMPLE Plans?

    By k man,
    • 1 reply
    • 2.6k views

  38. 5500-SF; lines 8f and 8g

    By Guest Karen Kuehlhorn,
    • 1 reply
    • 1.7k views

  39. Form 8955-SSA & 403(b) plans

    By Beemer,
    • 1 reply
    • 1.4k views

  40. EFASTCredentials

    By thepensionmaven,
    • 1 reply
    • 748 views

  41. Short Plan Year

    By 12AX7,
    • 1 reply
    • 2.3k views

  42. 403b with no participants?

    By Guest Michael Scott,
    • 1 reply
    • 948 views

  43. Keep getting form CP214 even though S corp was terminated. Worried about $150k penalty and /or $1500

    By JanetJ,
    • 1 reply
    • 981 views

  44. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 453 views

  45. 5500 Filing Requirements for MTIA / Plan

    By Guest CraigH,
    • 1 reply
    • 2k views

  46. Wrap Plan for Section 125 Plan

    By Guest ESOPADMIN,
    • 1 reply
    • 1k views

  47. Form 5500

    By Guest CAM223,
    • 1 reply
    • 1.2k views

  48. Incorrect BOY participant Count

    By Guest PES,
    • 1 reply
    • 1.5k views

  49. DFVC filing

    By Bird,
    • 1 reply
    • 1.3k views

  50. 5500 exemption when assets are less than $100,000 and covers only owners

    By Guest erepper,
    • 1 reply
    • 1.4k views
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