Form 5500

3,277 topics in this forum

1. Schedule H- Questions 4i & 4j

   By Guest rachd, July 16, 2003
   • 1 reply
   • 2.7k views
   • 
   • WDIK
   • July 16, 2003

2. 5530 for what year?

   By BG5150, February 28, 2020
   • 1 reply
   • 1k views
   • 
   • justanotheradmin
   • February 29, 2020

3. Cannot locate 98 5500-EZ - what to do?

   By Guest MEGary, September 26, 2000
   • 1 reply
   • 1.6k views
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   • Guest
   • September 27, 2000

4. Handling IBNR on 1999 Sch H?

   By Guest tompga, January 25, 2001
   • 1 reply
   • 2.5k views
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   • Kristina
   • January 29, 2001

5. Copies of optically scannable forms?

   By Guest, January 25, 2001
   • 1 reply
   • 1.6k views
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   • Kristina
   • January 29, 2001

6. When a 403(b) plan has an employer contribution added, does the pension code in Section 8 need to be changed?

   By MBCarey, December 30, 2003
   • 1 reply
   • 1.6k views
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   • Guest
   • December 30, 2003

7. amended 5500 - employer/sponsor recently moved

   By doombuggy, May 6, 2004
   • 1 reply
   • 1k views
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   • doombuggy
   • May 7, 2004

8. Contributions Funded Through Forfeiture (Schedule I Question)

   By Stash026, April 7, 2015
   • 1 reply
   • 1k views
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   • david rigby
   • April 7, 2015

9. Reportable Transaction

   By Guest Rutager, June 18, 2008
   • 1 reply
   • 1.9k views
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   • JanetM
   • June 18, 2008

10. Question 6 on Form 5500

    By justatester, November 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • Andy the Actuary
    • November 22, 2011

11. Amended DFVCP filing

    By Julie, October 25, 2018
    • 1 reply
    • 673 views
    • 
    • bonavito44
    • October 26, 2018

12. Form 5500 filing deadlines - terminated plan

    By Tsh94, April 23, 2021
    • 1 reply
    • 885 views
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    • Jakyasar
    • April 23, 2021

13. 5500 and qualified plans

    By mlp0816, April 18, 2007
    • 1 reply
    • 1.4k views
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    • jpod
    • April 18, 2007

14. 2008 Form 5500 paper filing

    By Dazednconfused, October 15, 2010
    • 1 reply
    • 977 views
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    • Bird
    • October 15, 2010

15. 5500EZ OK if other eligibles don't contribute?

    By Flyboyjohn, February 11, 2015
    • 1 reply
    • 885 views
    • 
    • Lou S.
    • February 11, 2015

16. Never Should Have Filed 5500

    By Jennifer D., December 20, 2021
    • 1 reply
    • 589 views
    • 
    • Luke Bailey
    • December 22, 2021

17. Plan Year on 5500

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

18. Auditor's Report in 1st Plan year?

    By Guest IRISH79, February 27, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • February 27, 2007

19. DOL EFast past filing info

    By ombskid, April 18, 2007
    • 1 reply
    • 1.8k views
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    • bzorc
    • April 27, 2007

20. Amending 5500

    By RDY2RTR, October 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • EBDI
    • October 15, 2010

21. 5500's online

    By Guest MPITTS, June 5, 2003
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 5, 2003

22. Large Plan now a small plan

    By Guest Rudy, September 17, 2003
    • 1 reply
    • 1k views
    • 
    • Harwood
    • September 17, 2003

23. Welfare plan merger @ eoy - how to file final 5500

    By TPApril, July 17, 2017
    • 1 reply
    • 1k views
    • 
    • david rigby
    • July 17, 2017

24. Failure to File Form 5500- Asset Sale

    By SaraJames, April 26, 2021
    • 1 reply
    • 858 views
    • 
    • EBECatty
    • April 26, 2021

25. Currency Gain / Loss

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

26. Filing 5500 prior to deposit of Contribution Receivable

    By Guest darrensoup, May 27, 2005
    • 1 reply
    • 1.9k views
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    • WDIK
    • May 27, 2005

27. Sch. A and life insurance

    By Chippy, August 14, 2008
    • 1 reply
    • 926 views
    • 
    • Bill Presson
    • August 14, 2008

28. 5500 Large Plan - fees

    By PFranckowiak, May 10, 2013
    • 1 reply
    • 1.4k views
    • 
    • ACox
    • May 10, 2013

29. Schedule R Question

    By Guest rachd, April 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • April 4, 2003

30. Trying to determine if 5500 was filed

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

31. Schedule SB Question

    By asteve46, June 19, 2013   

    • Schedule SB
    • 1 reply
    • 1.7k views
    • 
    • quinnfield
    • June 19, 2013

32. Form 8955-SSA Penalty Notices

    By bzorc, August 24, 2023
    • 1 reply
    • 437 views
    • 
    • Bri
    • August 24, 2023

33. Top Hat Plan Registration Statements - Plan Spinoff

    By M_2015, December 23, 2023
    • 1 reply
    • 535 views
    • 
    • CuseFan
    • December 26, 2023

34. Schedule I, 4i

    By Guest Victoria Pelletiere, July 18, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 19, 2001

35. Schedule R- MP Plan

    By Guest rachd, July 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Lynn Campbell
    • July 17, 2003

36. Form 5500, Schedule T, line 4c(4)

    By Guest forum4, October 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 9, 2003

37. Brokerage account = no fidelity bond

    By Santo Gold, November 30, 2005
    • 1 reply
    • 1.9k views
    • 
    • Leopurrd
    • November 30, 2005

38. Accrual Basis Form 5500 - Recordkeeping Fees Paid by Forfeitures

    By Vlad401k, April 9, 2015
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 9, 2015

39. Schedule P

    By Guest nps, June 5, 2003
    • 1 reply
    • 976 views
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    • WDIK
    • June 5, 2003

40. Schedule SSA and installment distributions

    By DPL, June 19, 2009
    • 1 reply
    • 1.1k views
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    • Guest
    • June 20, 2009

41. IRS Help with bogus late filing penalty

    By mwyatt, July 6, 2011
    • 1 reply
    • 1.1k views
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    • jpod
    • July 6, 2011

42. CRD on 5500

    By AmyETPA, August 26, 2021
    • 1 reply
    • 780 views
    • 
    • RatherBeGolfing
    • August 26, 2021

43. Form 5330 - Funding Deficiency - late from the start

    By mwyatt, November 23, 2011
    • 1 reply
    • 1.3k views
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    • K2retire
    • November 23, 2011

44. 8955-SSA and extension

    By Rai401k, July 26, 2012
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • July 26, 2012

45. Part IV - Plan Characteristics

    By bpyoung36, August 4, 2015   

    • 2f
    • 404c
    • (and 3 more)

      Tagged with:

      • 2f
      • 404c
      • part iv
      • line 9
      • 5500
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • August 5, 2015

46. Definition of Master Trust?

    By Guest rachd, July 17, 2003
    • 1 reply
    • 2.2k views
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    • WDIK
    • July 17, 2003

47. Group Trust 81-100

    By Guest cchase, January 9, 2012
    • 1 reply
    • 2k views
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    • jpod
    • January 9, 2012

48. plan applied vesting schedule to match in error.

    By maverick, October 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • maverick
    • October 14, 2002

49. 5500-EZ

    By jkdoll2, May 21, 2009
    • 1 reply
    • 952 views
    • 
    • Belgarath
    • May 21, 2009

50. late 5500EZ filer

    By HarleyBabe, November 12, 2010
    • 1 reply
    • 1k views
    • 
    • 12AX7
    • November 23, 2010