Form 5500

3,281 topics in this forum

1. Under 250K 5500EZ Exemption

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

2. Schedule of Delinquent Participant Contributions

   By sam2012, August 2, 2013   

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

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

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

4. Schedule D - Relius

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

5. Schedule H- Questions 4i & 4j

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

6. 5530 for what year?

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

7. 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

8. 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

9. Copies of optically scannable forms?

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

10. 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

11. amended 5500 - employer/sponsor recently moved

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

12. Contributions Funded Through Forfeiture (Schedule I Question)

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

13. Reportable Transaction

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

14. Question 6 on Form 5500

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

15. Amended DFVCP filing

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

16. Form 5500 filing deadlines - terminated plan

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

17. 5500 and qualified plans

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

18. 2008 Form 5500 paper filing

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

19. 5500EZ OK if other eligibles don't contribute?

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

20. Never Should Have Filed 5500

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

21. Plan Year on 5500

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

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

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

23. DOL EFast past filing info

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

24. Amending 5500

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

25. 5500's online

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

26. Large Plan now a small plan

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

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

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

28. Failure to File Form 5500- Asset Sale

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

29. Currency Gain / Loss

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

30. Filing 5500 prior to deposit of Contribution Receivable

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

31. Sch. A and life insurance

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

32. 5500 Large Plan - fees

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

33. Schedule R Question

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

34. Trying to determine if 5500 was filed

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

35. Schedule SB Question

    By asteve46, June 19, 2013   

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

36. Form 8955-SSA Penalty Notices

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

37. Top Hat Plan Registration Statements - Plan Spinoff

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

38. Schedule I, 4i

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

39. Schedule R- MP Plan

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

40. 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

41. Brokerage account = no fidelity bond

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

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

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

43. Schedule P

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

44. Schedule SSA and installment distributions

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

45. IRS Help with bogus late filing penalty

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

46. CRD on 5500

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

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

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

48. 8955-SSA and extension

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

49. 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

50. Definition of Master Trust?

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