Form 5500

3,277 topics in this forum

1. Plan Characteristic Codes

   By doombuggy, September 2, 2010
   • 1 reply
   • 2.4k views
   • 
   • TPAMan
   • September 2, 2010

2. Plan Characteristic Codes

   By MBCarey, July 13, 2010
   • 4 replies
   • 2.2k views
   • 
   • D Lewis
   • July 23, 2010

3. Plan Characteristic Codes for Line 8a

   By Guest LWilson, June 12, 2002
   • 5 replies
   • 2.8k views
   • 
   • david rigby
   • June 12, 2002

4. Plan Characteristics

   By MBCarey, April 5, 2012
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • April 5, 2012

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

   By NQS, June 20, 2010
   • 3 replies
   • 3.7k views
   • 
   • Bird
   • June 22, 2010

6. Plan Codes

   By Guest lforesz, July 25, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 25, 2001

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

   By BG5150, October 8, 2024
   • 2 replies
   • 664 views
   • 
   • BG5150
   • October 8, 2024

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

   By BG5150, June 24, 2020
   • 7 replies
   • 1.2k views
   • 
   • RatherBeGolfing
   • June 24, 2020

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

   By Richard Anderson, July 28, 2000
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • July 30, 2000

10. Plan has Never Sent SAR

    By khn, August 9, 2013   

    • SAR
    • 2 replies
    • 1.4k views
    • 
    • khn
    • August 9, 2013

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

    By jkharvey, April 15, 2016
    • 0 replies
    • 713 views
    • 
    • jkharvey
    • April 15, 2016

12. Plan Id and EIN on the 5500

    By PainPA, May 6, 2008
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • May 7, 2008

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

    By Belgarath, June 28, 2016
    • 21 replies
    • 10.7k views
    • 
    • Belgarath
    • November 20, 2024

14. Plan Merger Filings

    By Guest Tad77, August 31, 2006
    • 2 replies
    • 1.9k views
    • 
    • JanetM
    • August 31, 2006

15. Plan merger reporting - GRRR!

    By Belgarath, February 11, 2025
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • February 12, 2025

16. plan merger-final 5500

    By Guest Dolores Lawrence, May 13, 2002
    • 8 replies
    • 4.3k views
    • 
    • david rigby
    • May 16, 2002

17. Plan name change

    By Santo Gold, March 18, 2016
    • 37 replies
    • 16.5k views
    • 
    • MrsMacias
    • August 12, 2019

18. Plan Name Change

    By sloble@crowleyfleck.com, December 29, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 29, 2004

19. Plan name change - Welfare benefit plan

    By Lori Friedman, February 8, 2005
    • 1 reply
    • 4.2k views
    • 
    • Ron Snyder
    • February 11, 2005

20. Plan name changed -- when to report?

    By Guest Jensen, June 13, 2007
    • 3 replies
    • 2.8k views
    • 
    • J Simmons
    • June 13, 2007

21. plan never filed 5500 DFVCP

    By Santo Gold, May 21, 2020
    • 8 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2020

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

    By t.haley, December 6, 2021
    • 5 replies
    • 1.4k views
    • 
    • t.haley
    • December 7, 2021

23. Plan Number

    By PMC, September 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • September 19, 2007

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

    By stephen, January 29, 2003
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • January 30, 2003

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

    By TPApril, July 20, 2022
    • 6 replies
    • 973 views
    • 
    • TPApril
    • July 21, 2022

26. Plan Sponsor changed Location and EIN in 2009

    By Alex Daisy, April 20, 2010
    • 2 replies
    • 1.2k views
    • 
    • Alex Daisy
    • April 21, 2010

27. Plan Sponsor Does Not Provide the SAR

    By 5500Nerd, December 18, 2024
    • 3 replies
    • 1.3k views
    • 
    • Juan Kelly
    • December 20, 2024

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

    By Trisports, April 27, 2021
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • April 27, 2021

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

    By Guest Robin Vatalaro, September 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 14, 2002

30. Plan Sponsor Name not updated on Plan Document

    By KP19, March 5, 2025
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 5, 2025

31. Plan Sponsor/Audit

    By jethrasher2, September 25, 2015
    • 11 replies
    • 2k views
    • 
    • MoJo
    • September 28, 2015

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

    By BG5150, October 11, 2024
    • 0 replies
    • 430 views
    • 
    • BG5150
    • October 11, 2024

33. Plan Term and Form 5500

    By Guest acwallace, August 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • August 22, 2002

34. Plan Term. 5500 on extension?

    By Guest CCarter, February 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • February 4, 2003

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

    By ombskid, November 1, 2016
    • 5 replies
    • 2.4k views
    • 
    • ombskid
    • November 2, 2016

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

    By BG5150, October 3, 2006
    • 6 replies
    • 1.8k views
    • 
    • Just Me
    • October 11, 2006

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

    By Guest DonJones, May 7, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 9, 2008

38. Plan Termination/Merger?

    By Guest rachd, February 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 13, 2003

39. Plan terminations...

    By Guest RONNIE WASEL, October 31, 2003
    • 1 reply
    • 993 views
    • 
    • WDIK
    • October 31, 2003

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

    By Guest GPNPort, April 20, 2010
    • 1 reply
    • 894 views
    • 
    • Bird
    • April 21, 2010

41. Plan Transfer to 457 Plan

    By tpa_girl, November 13, 2024
    • 2 replies
    • 986 views
    • 
    • TFB3
    • November 14, 2024

42. Plan went under 100 participants

    By JKW, February 7, 2012
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • February 7, 2012

43. Plan Year Change (after eoy)

    By TPApril, April 20, 2022
    • 1 reply
    • 447 views
    • 
    • Lou S.
    • April 20, 2022

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

    By Trisports, June 7, 2021   

    • 5500
    • 5 replies
    • 921 views
    • 
    • ESOP Guy
    • June 8, 2021

45. Plan Year on 5500

    By oriecat, March 20, 2003
    • 1 reply
    • 1k views
    • 
    • E as in ERISA
    • March 20, 2003

46. plans for extra month extension repelaed

    By Tom Poje, December 7, 2015
    • 4 replies
    • 1.3k views
    • 
    • Doghouse
    • December 7, 2015

47. Please Help Me-5500

    By stephen20, July 24, 2020
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 27, 2020

48. Poll on multiple employer plan 5500 filing rules

    By John A, May 22, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 23, 2002

49. Pooled separate account and Schedule D

    By Richard Anderson, September 27, 2001
    • 3 replies
    • 6.1k views
    • 
    • Kristina
    • October 8, 2001

50. Pooled Separate Accounts- Sched. A

    By Coleboy1, March 28, 2022
    • 2 replies
    • 878 views
    • 
    • Bug on my window
    • March 28, 2022