Form 5500

3,277 topics in this forum

1. Master Trust Reference Material

   By Guest BLF, September 3, 2003
   • 1 reply
   • 1.2k views
   • 
   • Theresa Lynn
   • September 4, 2003

2. First Filing for Form 5500

   By jmawhi76, October 15, 2015   

   • 5500
   • 5500-SF
   • (and 2 more)

     Tagged with:

     • 5500
     • 5500-SF
     • schedule A
     • schedule I
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • October 15, 2015

3. Not counting de-admitted 403(b) contracts for Form 5500

   By Peter Gulia, January 19, 2010
   • 5 replies
   • 1.2k views
   • 
   • jpod
   • January 20, 2010

4. Filed 5500 when should have filed EZ

   By Belgarath, June 15, 2011
   • 5 replies
   • 1.2k views
   • 
   • Guest
   • June 15, 2011

5. Form 5558 "Authorized Representative"

   By TPApril, May 14, 2012
   • 1 reply
   • 1.2k views
   • 
   • TPApril
   • May 14, 2012

6. DFVC Unavailable-What To Do?

   By Guest merlin, September 15, 2003
   • 3 replies
   • 1.2k views
   • 
   • Lynn Campbell
   • September 17, 2003

7. Very Basic Welfare 5500 Question

   By Guest akwallace, August 13, 2002
   • 1 reply
   • 1.2k views
   • 
   • E as in ERISA
   • August 13, 2002

8. Form 5330

   By Guest sritts, May 23, 2003
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • May 30, 2003

9. Bond limit of $500,000

   By pbarrett, April 16, 2003
   • 1 reply
   • 1.2k views
   • 
   • R. Butler
   • April 16, 2003

10. 5550 - What information needs to be at all work locations?

    By Guest Denise M., October 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 17, 2006

11. Schedule I - Greater than 20% in single security

    By MarZDoates, April 5, 2005
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 5, 2005

12. Currency Gain / Loss

    By Guest AJ Milano, February 22, 2005
    • 1 reply
    • 1.2k views
    • 
    • RCK
    • February 28, 2005

13. 5500-SF versus 5500 for small plan

    By Pammie57, July 20, 2016
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • July 20, 2016

14. Authorization to Sign 5500 for Plan Sponsor

    By Below Ground, September 19, 2023
    • 7 replies
    • 1.2k views
    • 
    • Peter Gulia
    • September 20, 2023

15. Schedule T

    By MBCarey, August 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 15, 2002

16. Schedule SF - Qualifed Assets

    By Chippy, October 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • October 8, 2014

17. SAR for 2 person pension plan?

    By Guest SuzieQNEC, October 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 12, 2009

18. 5500 Schedule H detailed instructions

    By pitkofsky, March 8, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • pitkofsky
    • March 8, 2016

19. Sending clients a printable 5500 filing by e-mail

    By SoCalActuary, March 3, 2005
    • 1 reply
    • 1.2k views
    • 
    • No Name
    • March 3, 2005

20. Costs for additional information reported on SAR

    By Santo Gold, February 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 20, 2007

21. Form 5500-EZ Questions

    By soosil, December 28, 2016
    • 2 replies
    • 1.2k views
    • 
    • soosil
    • December 29, 2016

22. No 2012 Yet...Is it ok to use 2011

    By jkharvey, January 23, 2013
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • January 23, 2013

23. 2010 Form 5500-EZ should have been filed

    By doombuggy, June 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 25, 2012

24. 1988 & 1989 Sch B Instructions

    By Guest LARRYV, September 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 3, 2008

25. Schedule C

    By Guest Peter Riggins, August 28, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 29, 2002

26. Schedule SF/Admin Expenses and Insurance

    By austin3515, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • September 29, 2010

27. Form 5500

    By Guest EPS2, July 13, 2010
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 13, 2010

28. Correcting Sch I Item 3e-f

    By Guest SuzieQNEC, September 10, 2008
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • October 2, 2008

29. Form 5500 Not Signed - letter from IRS

    By Guest twoodman, September 10, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • September 10, 2012

30. 5500 or 5500ez?

    By Guest terid, December 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Lynn Campbell
    • December 15, 2003

31. Combined 5500 for 403(b) Deferrals and 401(a) Matching

    By Guest Tom:, April 28, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 11, 2010

32. 5500 Question 6a

    By CJS07, August 17, 2010
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • August 17, 2010

33. Trying to determine if 5500 was filed

    By Guest erisa15, February 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 10, 2004

34. Going from EZ to 5500 back to EZ

    By Guest nmull22, March 25, 2011
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 28, 2011

35. SAR

    By Archimage, June 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

36. EFAST2 website

    By pmacduff, July 1, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 1, 2010

37. Form 5500, item # 7h

    By Guest CharlieLaur, July 6, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • July 6, 2006

38. Church Plan

    By nancy, October 14, 2015
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • October 14, 2015

39. Cafeteria plan changes to a "wrap" document

    By Belgarath, April 29, 2019
    • 2 replies
    • 1.2k views
    • 
    • loserson
    • May 1, 2019

40. Schedule T

    By Lori Foresz, May 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 1, 2004

41. 5500 Schedules A and D for DFE?

    By Guest lvegas, November 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • JohnCheek
    • November 26, 2003

42. Reporting fidelity bond with fluctuation feature

    By hunter001, August 26, 2011
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • August 29, 2011

43. Slow 5500 efile response time

    By Janice F, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2011

44. Form 5558 old form vs new form

    By Golgi, July 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • QNPG
    • July 12, 2011

45. Multiple Late filings

    By MBCarey, October 26, 2011
    • 4 replies
    • 1.2k views
    • 
    • Andy the Actuary
    • October 26, 2011

46. Form 5500 Schedule A

    By Guest Annette Leerhoff, September 28, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2011

47. Terminated DB

    By Guest rachd, July 30, 2003
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • July 31, 2003

48. Schedule P - changing trustees

    By Guest RJM, July 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • July 19, 2002

49. Schedule H - distribution fees

    By SusanKD, June 5, 2014
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 6, 2014

50. New Plan (2013) Form 5500

    By Guest cands2002, July 30, 2014   

    • Form 5558; Form 5500
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 30, 2014