Form 5500

3,277 topics in this forum

1. 5500 filing

   By Guest Happy, October 22, 2008
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • October 22, 2008

2. Does a DFVC Filing Increase the Likelihood of DOL Audit?

   By Guest Ignatius J. Reilly, September 15, 2011
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • September 16, 2011

3. Must a 457 Plan maintained by a tax-exempt organization file a Form 5500?

   By katieinny, June 15, 2004
   • 0 replies
   • 1.2k views
   • 
   • katieinny
   • June 15, 2004

4. Sarbanes-Oxley and prep of SARs

   By Guest LAnderson, December 9, 2004
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • December 15, 2004

5. draft 2015 5500EZ

   By Tom Poje, August 27, 2015
   • 2 replies
   • 1.2k views
   • 
   • Tom Poje
   • September 9, 2015

6. Schudele 5500 Schedle H line 4i assets held for investment

   By Guest Kriso, October 14, 2003
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • October 14, 2003

7. 5500 Line 7b

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

8. Frozen plan= Terminated plan?

   By Guest LVanSteeter, June 30, 2004
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • June 30, 2004

9. Three Cheers For Certified Mail

   By Andy the Actuary, August 20, 2008
   • 1 reply
   • 1.2k views
   • 
   • masteff
   • August 21, 2008

10. Last minute auditors

    By Guest KTigges, October 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 3, 2002

11. Federal Tax Withholding on Form 5500 Schedule H

    By pitkofsky, April 12, 2016   

    • Form 5500
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • April 14, 2016

12. 8955-SSA Part I, Line C

    By Guest Annette Leerhoff, October 12, 2011
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • October 12, 2011

13. Attachment to Line 4a

    By Guest Napilivillas, May 28, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

14. Form 5500 Schedule H and Audit Financials - VEBA

    By vanders2240, July 26, 2018   

    • veba
    • wrap
    • (and 3 more)

      Tagged with:

      • veba
      • wrap
      • 5500
      • schedule h
      • audit
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • July 30, 2018

15. Request to waive all late filing fees?

    By John A, August 21, 2003
    • 0 replies
    • 1.2k views
    • 
    • John A
    • August 21, 2003

16. RGF Web Client workflow?

    By TPAnnie, September 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • September 21, 2010

17. missing schedule p

    By wsp, October 15, 2002
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

18. Deemed Distribution Reporting on Schedule I

    By MBCarey, June 11, 2002
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • June 11, 2002

19. Schedule H Needed?

    By Guest akwallace, June 10, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 10, 2004

20. 5500-EZ Line 10(i)1

    By emmetttrudy, October 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • emmetttrudy
    • October 16, 2009

21. Employee Count for VEBA

    By Archimage, September 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • October 2, 2004

22. How to Report Insurance Separate Account on Schedule R?

    By Übernerd, July 7, 2010
    • 2 replies
    • 1.2k views
    • 
    • Übernerd
    • July 7, 2010

23. Schedule I = Question 4i

    By MarZDoates, May 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • May 9, 2003

24. Schedule H in 2008, what is required in 2009

    By cpc0506, August 9, 2010
    • 5 replies
    • 1.2k views
    • 
    • cpc0506
    • August 10, 2010

25. Compliance Check - Asset Values

    By Buckoosier, April 24, 2014
    • 4 replies
    • 1.2k views
    • 
    • Draper55
    • May 8, 2014

26. PWBA request for more information

    By Guest Barge Girl, August 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • August 21, 2002

27. Modified accrual method required for self-employed?

    By Belgarath, January 13, 2004
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • January 15, 2004

28. Employers required to provide each participant in the plan a copy of t

    By Guest rachd, January 29, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 31, 2003

29. Code D / 8955 SSA & Required Participant Notice

    By BeanCounterBlues, July 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • BeanCounterBlues
    • July 1, 2011

30. 5500 Schedule P

    By Guest jhilliard, July 23, 2003
    • 4 replies
    • 1.2k views
    • 
    • E as in ERISA
    • July 23, 2003

31. First time 5500-EZ

    By HipHiro, January 24, 2025
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 24, 2025

32. schedule b and valuation date

    By abanky, April 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • abanky
    • April 13, 2007

33. Limited Scope Audit

    By wmyer, November 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • wmyer
    • November 4, 2004

34. Form 5500

    By Guest kelly9522, May 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • May 15, 2003

35. DOL Issued PINS

    By Leopurrd, October 18, 2011
    • 3 replies
    • 1.2k views
    • 
    • Leopurrd
    • October 26, 2011

36. EZ under 250k not required to file even if the EZ is a 990 EZ?

    By SSRRS, January 22, 2025
    • 3 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 23, 2025

37. No Phone # on 5500-SF

    By BG5150, October 13, 2020
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 14, 2020

38. 5500 for Trust w/forfeiture balance but no participants?

    By TPApril, September 15, 2025
    • 0 replies
    • 1.2k views
    • 
    • TPApril
    • September 15, 2025

39. Audit Counts - Participants with Balances

    By austin3515, April 29, 2022
    • 12 replies
    • 1.2k views
    • 
    • Peter Gulia
    • May 20, 2022

40. Code 3D Pre-approved plans (5500 Pension Feature Code)

    By austin3515, July 10, 2023
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • July 11, 2023

41. Question about DFVC

    By KateSmithPA, September 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • BFree
    • September 11, 2002

42. Schedule A - Redemption Fees

    By Guest ChrisInMD, September 10, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2008

43. sb versus sf participant count

    By Draper55, November 24, 2015
    • 2 replies
    • 1.2k views
    • 
    • Draper55
    • November 25, 2015

44. Another 80-120 Question- Clarification

    By MarZDoates, December 27, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

45. Corrected filing for a terminated Plan?

    By RCK, March 5, 2008
    • 4 replies
    • 1.2k views
    • 
    • RCK
    • March 10, 2008

46. HEART Act and Schedule R Question 9

    By Guest Tudor Fever, September 28, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 5, 2011

47. Did/Can DOL/IRS Lose Track Of Form 5500 Filers?

    By Guest Scarlet Knight, January 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 9, 2009

48. Puerto Rico Plans

    By justbsur, October 3, 2012
    • 0 replies
    • 1.2k views
    • 
    • justbsur
    • October 3, 2012

49. Prior 5500 filer, now qualifies for ez....

    By Guest jusducki, May 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2004

50. Erroneous Late Filing notices on second listed plan on 5558

    By mwyatt, March 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • mwyatt
    • March 31, 2011