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Form 5500

3,281 topics in this forum

  1. Plan Audit: failure to file, now caught

    By Guest BWORC,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  2. Plan Audits - uncooperative CPA firms

    By Guest J. David Wright,
    • 6 replies
    • 2.6k views

  3. Plan Characteristic Code 2A

    By 401_noob,   
    • 5 replies
    • 1.9k views

  4. Plan Characteristic Codes

    By jkharvey,
    • 0 replies
    • 1k views

  5. Plan Characteristic Codes

    By doombuggy,
    • 1 reply
    • 2.4k views

  6. Plan Characteristic Codes

    By MBCarey,
    • 4 replies
    • 2.2k views

  7. Plan Characteristic Codes for Line 8a

    By Guest LWilson,
    • 5 replies
    • 2.8k views

  8. Plan Characteristics

    By MBCarey,
    • 1 reply
    • 1.3k views

  9. Plan Characteristics/Features-Line 8a of Form 5500

    By NQS,
    • 3 replies
    • 3.7k views

  10. Plan Codes

    By Guest lforesz,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  11. Plan effective 2023 but adopted in 2024--5500 needed?

    By BG5150,
    • 2 replies
    • 677 views

  12. Plan filed SF, should have been 5500-Shed I

    By BG5150,
    • 7 replies
    • 1.2k views

  13. Plan has 6 trustees; they won't all fit in the space provided on the S

    By Richard Anderson,
    • 5 replies
    • 2.3k views
    • Guest
    • Guest

  14. Plan has Never Sent SAR

    By khn,   
    • 2 replies
    • 1.4k views
    • khn
    • khn

  15. Plan has small investment in a Publicly Traded partnership (PTP)

    By jkharvey,
    • 0 replies
    • 719 views

  16. Plan Id and EIN on the 5500

    By PainPA,
    • 4 replies
    • 2.3k views

  17. Plan merger and final 5500 - 1/1 merger date

    By Belgarath,
    • 21 replies
    • 10.8k views

  18. Plan Merger Filings

    By Guest Tad77,
    • 2 replies
    • 1.9k views

  19. Plan merger reporting - GRRR!

    By Belgarath,
    • 3 replies
    • 1.5k views

  20. plan merger-final 5500

    By Guest Dolores Lawrence,
    • 8 replies
    • 4.3k views

  21. Plan name change

    By Santo Gold,
    • 37 replies
    • 16.6k views

  22. Plan Name Change

    By sloble@crowleyfleck.com,
    • 1 reply
    • 1.7k views

  23. Plan name change - Welfare benefit plan

    By Lori Friedman,
    • 1 reply
    • 4.2k views

  24. Plan name changed -- when to report?

    By Guest Jensen,
    • 3 replies
    • 2.8k views

  25. plan never filed 5500 DFVCP

    By Santo Gold,
    • 8 replies
    • 1.5k views

  26. Plan no longer subject to ERISA - final 5500?

    By t.haley,
    • 5 replies
    • 1.5k views

  27. Plan Number

    By PMC,
    • 1 reply
    • 1.5k views
    • Bird
    • Bird

  28. Plan number on 5500 different from plan number on determination letter

    By stephen,
    • 1 reply
    • 1.8k views

  29. Plan Sponsor & Plan Name Changes - 5500 - "accrued or cash"

    By TPApril,
    • 6 replies
    • 1k views

  30. Plan Sponsor changed Location and EIN in 2009

    By Alex Daisy,
    • 2 replies
    • 1.2k views

  31. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd,
    • 3 replies
    • 1.3k views

  32. Plan sponsor is also the custodian. Is the plan required to be audited?

    By Trisports,
    • 2 replies
    • 1k views

  33. Plan Sponsor Leaves PEO - Report BOY 5500 Assets How?

    By Guest Robin Vatalaro,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  34. Plan Sponsor Name not updated on Plan Document

    By KP19,
    • 3 replies
    • 1.8k views

  35. Plan Sponsor/Audit

    By jethrasher2,
    • 11 replies
    • 2k views
    • MoJo
    • MoJo

  36. Plan switched carriers in 2023--do I need attachment per 4j on Sch H?

    By BG5150,
    • 0 replies
    • 444 views

  37. Plan Term and Form 5500

    By Guest acwallace,
    • 1 reply
    • 1.3k views

  38. Plan Term. 5500 on extension?

    By Guest CCarter,
    • 1 reply
    • 1.6k views

  39. Plan term'd, paid out, SB needed?

    By ombskid,
    • 5 replies
    • 2.4k views

  40. Plan termed, but one loan was not deemed...

    By BG5150,
    • 6 replies
    • 1.8k views

  41. plan termination, 12/31, and audit -

    By Guest DonJones,
    • 4 replies
    • 2.3k views
    • Guest
    • Guest

  42. Plan Termination/Merger?

    By Guest rachd,
    • 1 reply
    • 1.4k views

  43. Plan terminations...

    By Guest RONNIE WASEL,
    • 1 reply
    • 995 views

  44. Plan to Plan transfer as of 1/1/2010 and 2009 5500

    By Guest GPNPort,
    • 1 reply
    • 897 views

  45. Plan Transfer to 457 Plan

    By tpa_girl,
    • 2 replies
    • 1k views

  46. Plan went under 100 participants

    By JKW,
    • 2 replies
    • 1.2k views

  47. Plan Year Change (after eoy)

    By TPApril,
    • 1 reply
    • 453 views

  48. Plan year end is last Friday of December - no 5500 on 2021 form

    By Trisports,   
    • 5 replies
    • 939 views

  49. Plan Year on 5500

    By oriecat,
    • 1 reply
    • 1k views

  50. plans for extra month extension repelaed

    By Tom Poje,
    • 4 replies
    • 1.3k views
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