Form 5500

3,277 topics in this forum

1. Form 5500 Requirement

   By Guest MbCarey, August 16, 2010
   • 4 replies
   • 1.2k views
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   • MBCarey
   • August 16, 2010

2. Bond question; non-qualifying assets are more than 50% of total trust

   By KateSmithPA, September 29, 2003
   • 4 replies
   • 1.2k views
   • 
   • Lynn Campbell
   • September 30, 2003

3. Schedule I - Participant Loans

   By MBCarey, April 29, 2003
   • 2 replies
   • 1.2k views
   • 
   • E as in ERISA
   • April 29, 2003

4. Late 5500EZ

   By Guest malisic1, April 16, 2009
   • 1 reply
   • 1.2k views
   • 
   • Jim Chad
   • April 25, 2009

5. Form SSA for Cash Balance Plan

   By Guest lisbetf, August 10, 2004
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • August 17, 2004

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

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

7. Form 5500-EZ loan disclosure

   By Guest jaf036, September 6, 2006
   • 1 reply
   • 1.2k views
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   • Bird
   • September 6, 2006

8. Plan Sponsor changed Location and EIN in 2009

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

9. fidelity bond & new plans

   By TPApril, September 23, 2021
   • 5 replies
   • 1.2k views
   • 
   • RatherBeGolfing
   • September 24, 2021

10. Schedule D with ING Plans

    By commishvp, March 23, 2009
    • 3 replies
    • 1.2k views
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    • BG5150
    • March 24, 2009

11. IRS Notification letter number for line 12 5500-SF

    By Tom, March 13, 2024
    • 2 replies
    • 1.2k views
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    • Paul I
    • March 14, 2024

12. IRS requesting signed 5500 - that was EFILED

    By Guest jsample, October 26, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2010

13. Master Trust

    By justbsur, July 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • justbsur
    • July 21, 2010

14. DFVCP applicable if IRS contacted client re no 5500 filed?

    By Anonymoose, April 17, 2014   

    • DFVCP IRS
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • April 21, 2014

15. 2018 5500-EZ Lines 6a2, 7a, 9

    By BT, July 17, 2019
    • 6 replies
    • 1.2k views
    • 
    • BadgerDon
    • September 17, 2021

16. Form 5500-SF Line 14b

    By AmyETPA, April 16, 2024
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • April 16, 2024

17. 1.401(a)-11(g)

    By jpod, October 24, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bill Presson
    • October 25, 2011

18. 5500 for foreign plan

    By Guest beppie_stark, June 5, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 5, 2003

19. Significant Deficiency in Internal Controls

    By khn, October 2, 2013
    • 0 replies
    • 1.2k views
    • 
    • khn
    • October 2, 2013

20. Size of filing

    By leighl, April 7, 2020
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • April 9, 2020

21. Responding to IRS Notices-Who Should Respond?

    By Guest MS TPA, January 12, 2011
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2011

22. 5500 MEP Schedule "Other" Blank in Part I Describing Type of MEP

    By RPP2001, October 9, 2024
    • 4 replies
    • 1.2k views
    • 
    • RPP2001
    • October 14, 2024

23. Schedule R Question

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

24. "Final 5500" box checked, but assets are still in the plan

    By Guest bdm_7458, April 8, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 8, 2009

25. Missing Auditors Report

    By EPCRSGuru, November 1, 2023
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • November 2, 2023

26. Number of Participants wtih Acct Balances

    By Guest BUG, July 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2013

27. ERISA Bond

    By PFranckowiak, April 1, 2011
    • 0 replies
    • 1.2k views
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    • PFranckowiak
    • April 1, 2011

28. Amended Form 5500 Schedule R

    By Guest Annette Leerhoff, July 10, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 10, 2012

29. Audit Report Attached to 5500

    By Spencer, December 7, 2017   

    • 5500 audit accountant opinion iqpa
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • December 7, 2017

30. One participant plan with real estate

    By cpc0506, October 11, 2016
    • 1 reply
    • 1.2k views
    • 
    • Soundbc1
    • October 11, 2016

31. Reporting dividend distribution to S shareholders

    By k man, August 16, 2005
    • 0 replies
    • 1.2k views
    • 
    • k man
    • August 16, 2005

32. Form 5500-SF Line 8e

    By steve45, January 22, 2022
    • 5 replies
    • 1.2k views
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    • BG5150
    • February 11, 2022

33. Form 5500 - Terminating Solo 401(k)

    By Vlad401k, April 15, 2024
    • 5 replies
    • 1.2k views
    • 
    • ratherbereading
    • April 16, 2024

34. IFILE Signing as Preparer

    By austin3515, October 15, 2010
    • 4 replies
    • 1.2k views
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    • austin3515
    • October 15, 2010

35. 5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

    By Lou S., August 25, 2021
    • 8 replies
    • 1.2k views
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    • BG5150
    • August 27, 2021

36. IRS FIRE website

    By pmacduff, August 6, 2012
    • 1 reply
    • 1.2k views
    • 
    • Doghouse
    • August 6, 2012

37. Terminated Plan - 5500 Error - Pointing Assets Transferred to Acquiring Plan

    By kadvisor, June 5, 2025
    • 6 replies
    • 1.2k views
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    • Paul I
    • June 6, 2025

38. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 3, 2008

39. 5500 Requirement for Start Up plan

    By MBCarey, May 17, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2011

40. Due Date for SAR

    By Nancylee, December 13, 2016   

    • SAR
    • 1 reply
    • 1.2k views
    • 
    • Doghouse
    • December 13, 2016

41. No EZ to SF to EZ

    By austin3515, September 14, 2011
    • 5 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 15, 2011

42. Schedule C

    By Alex Daisy, September 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • September 27, 2010

43. terminated plan and recovery 3 years later

    By DPL, August 21, 2015
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • August 24, 2015

44. Merger, or just a change in Sponsorship?

    By KateSmithPA, May 6, 2003
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • May 7, 2003

45. SAR for merging plans

    By Guest ElKH, September 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 9, 2003

46. 2001 Form 5500

    By Guest mcapcpa, May 31, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 31, 2002

47. Copy of 5558

    By Guest PMiller, February 8, 2007
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • February 8, 2007

48. Dating Hardcopy 5500's

    By austin3515, October 15, 2010
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 15, 2010

49. Schedule SSA - Notice to Participant

    By Guest TPAStacey, August 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2009

50. Two Plans Merge - Schedule A

    By austin3515, July 7, 2011
    • 7 replies
    • 1.2k views
    • 
    • GMK
    • July 12, 2011