Form 5500

3,277 topics in this forum

1. Independent Qualified Public Accountant Audit

   By Guest terric, April 5, 2005
   • 1 reply
   • 1.4k views
   • 
   • JanetM
   • April 5, 2005

2. 5500 Line 8A and 8B

   By Medusa, January 15, 2009
   • 1 reply
   • 1.9k views
   • 
   • WDIK
   • February 3, 2009

3. Relius Govt Forms Vista Issue

   By 401(k)guru, February 11, 2009
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • February 11, 2009

4. 1099s Held in Austin

   By thepensionmaven, February 23, 2021
   • 1 reply
   • 515 views
   • 
   • Lois Baker
   • February 24, 2021

5. Large welfare plan paid DFVCP payment but never submitted filings

   By Bulldogs5445, July 8, 2022
   • 1 reply
   • 412 views
   • 
   • EBP
   • July 8, 2022

6. Do SAR's have to be sent to terminated employees?

   By Guest Dmoreland, December 11, 2000
   • 1 reply
   • 4.3k views
   • 
   • Guest
   • December 12, 2000

7. late 5500 filing

   By wsp, October 9, 2002
   • 1 reply
   • 1.6k views
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   • jpod
   • October 9, 2002

8. Short Plan Year Audit Delay

   By John A, April 24, 2003
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • April 24, 2003

9. From Sole Proprietor to LLC, 5500 Issues

   By Guest tgraham, October 7, 2003
   • 1 reply
   • 924 views
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   • R. Butler
   • October 7, 2003

10. Form SSA for Cash Balance Plan

    By Guest lisbetf, August 10, 2004
    • 1 reply
    • 1.2k views
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    • WDIK
    • August 17, 2004

11. Schedule C Web-Cast or Workshop

    By blue, March 29, 2010
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • March 31, 2010

12. SB Signed Copy and EFAST2

    By Andy the Actuary, September 19, 2010
    • 1 reply
    • 829 views
    • 
    • Guest
    • September 20, 2010

13. Different statuses for Form 5500-SF

    By jsmith1985, October 16, 2014
    • 1 reply
    • 869 views
    • 
    • Tom Poje
    • October 16, 2014

14. Form 5500 code for an onsite clinic

    By pcbenefits007, August 23, 2016   

    • onsite clinic
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 23, 2016

15. American Funds RKD Form 5500 Fees

    By TPA Bob, May 23, 2017   

    • american funds
    • fees
    • (and 1 more)

      Tagged with:

      • american funds
      • fees
      • form 5500
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • May 23, 2017

16. Delinquent 5500 EZ

    By Guest Alison Williams, October 29, 2001
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • October 30, 2001

17. 5500 Line 7b

    By doombuggy, March 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • March 25, 2004

18. Synthetic GIC's

    By justbsur, June 17, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 17, 2008

19. Large Plan SSA filings

    By RCK, June 17, 2009
    • 1 reply
    • 918 views
    • 
    • david rigby
    • June 17, 2009

20. Amending Form 5500

    By Andy the Actuary, April 21, 2012
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • April 22, 2012

21. Overpayment of QDRO

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

22. Impact of ACA on future of welfare plan 5500s

    By chuTzPA, November 1, 2013
    • 1 reply
    • 950 views
    • 
    • Bill Presson
    • November 1, 2013

23. Summary Annual Report

    By Guest rachd, August 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • August 5, 2003

24. Prohibited Transaction on late employer contribution?

    By jquazza, October 13, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 14, 2004

25. 10% experience related?

    By Guest wildcat, May 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • TPApril
    • October 30, 2013

26. Due date for Form 5500

    By ac, October 12, 2011
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • October 13, 2011

27. Audit for Large Plans

    By KevinMc, September 4, 2012
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • September 4, 2012

28. 5500 and Schedules for a 403(b) match plan

    By Guest richez, June 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • June 2, 2004

29. Wrap Document with Small Plan Component - Inclusion in 5500?

    By holdco, August 1, 2013
    • 1 reply
    • 1.7k views
    • 
    • Flyboyjohn
    • August 2, 2013

30. Don't Put PII on Form 5500 and Schedules

    By Dave Baker, May 22, 2020
    • 1 reply
    • 679 views
    • 
    • ESOPMomma
    • May 26, 2020

31. filing under DFVCP after original report filed

    By TPAinPA, November 28, 2022
    • 1 reply
    • 522 views
    • 
    • Luke Bailey
    • November 29, 2022

32. Fidelity Bond

    By Guest SPOT, June 7, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 7, 2002

33. Check to see if ex-client filed 5500

    By doombuggy, July 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 16, 2008

34. Schedule D MTIA

    By Guest SherylKelly, September 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 17, 2003

35. EFAST

    By Belgarath, October 7, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • October 7, 2009

36. Is missed RMD a benefit due but not paid that should be reported

    By jkharvey, July 13, 2014
    • 1 reply
    • 909 views
    • 
    • Andy the Actuary
    • July 13, 2014

37. 52/53 week plan year

    By Guest cosmo01, June 23, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • June 24, 2003

38. Is a 5500 required?

    By Guest QKAcked Up, September 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 1, 2004

39. Schedule D

    By Pammie57, April 22, 2021
    • 1 reply
    • 644 views
    • 
    • C. B. Zeller
    • April 22, 2021

40. Sch I for Sect 125 plan.

    By Guest Alison Harrel Williams, October 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 9, 2000

41. How to file Schedule C?

    By Guest rachd, June 4, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 4, 2003

42. Keogh 5500 extension

    By Guest Nautical, July 20, 2004
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • July 20, 2004

43. Schedule SSA for terminated plan

    By wsp, October 13, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • October 14, 2006

44. trade date vs payroll date

    By thepensionmaven, October 20, 2017
    • 1 reply
    • 909 views
    • 
    • ETA Consulting LLC
    • October 20, 2017

45. Loan defaults - to report on Sch. H & G?

    By Guest Trirod, July 18, 2002
    • 1 reply
    • 2.2k views
    • 
    • JohnCheek
    • July 19, 2002

46. 5500-Form 5558 statistics

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

47. Under 250K 5500EZ Exemption

    By JBones, October 13, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 13, 2011

48. Schedule of Delinquent Participant Contributions

    By sam2012, August 2, 2013   

    • 5500
    • 1 reply
    • 9.7k views
    • 
    • chc93
    • August 2, 2013

49. Form 5500 - Which Version to Use for Prior Filing

    By PensionPro, February 23, 2022
    • 1 reply
    • 691 views
    • 
    • Bug on my window
    • February 24, 2022

50. Schedule D - Relius

    By ratherbereading, April 26, 2022
    • 1 reply
    • 676 views
    • 
    • Bri
    • April 27, 2022