Form 5500

3,277 topics in this forum

1. latest draft for the 8955-ssa

   By Tom Poje, May 4, 2011
   • 1 reply
   • 1.1k views
   • 
   • doombuggy
   • May 17, 2011

2. Late 5500?

   By katie58, May 29, 2014   

   • Merged 401(k) Plans
   • 1 reply
   • 1.1k views
   • 
   • Flyboyjohn
   • May 29, 2014

3. 20% holdings question

   By Lori Foresz, September 18, 2003
   • 1 reply
   • 2.7k views
   • 
   • Archimage
   • September 18, 2003

4. Correcting for a Missed Audit deadline

   By Rob P, November 12, 2010
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • November 14, 2010

5. Who is liable for ERISA penalties?

   By Guest ActuaryWannabe, January 13, 2005
   • 1 reply
   • 1.4k views
   • 
   • Ron Snyder
   • January 13, 2005

6. Schedule T when there are no employees

   By jlea, February 27, 2008
   • 1 reply
   • 946 views
   • 
   • jlea
   • February 27, 2008

7. Late 2010 Form 5500 filing notices

   By chc93, February 16, 2012
   • 1 reply
   • 967 views
   • 
   • K2retire
   • February 16, 2012

8. Schedule T - multiple employer plan

   By Guest Bob Kayak, May 31, 2005
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • June 1, 2005

9. Where Can I Find Total Health Insurance Benefits Paid

   By plesq, March 7, 2016   

   • health benefits
   • 5500
   • 1 reply
   • 750 views
   • 
   • Flyboyjohn
   • March 7, 2016

10. Deemed Distribution Reporting on Schedule I

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

11. SF Line 10a or Sched I Line 4l

    By hunter001, July 22, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • July 23, 2010

12. Plan Termination/Merger?

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

13. Schedule T and statutory exclusions

    By Guest RBlaine, May 10, 2004
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • May 10, 2004

14. Amending 5500EZ

    By Santo Gold, September 19, 2007
    • 1 reply
    • 1.9k views
    • 
    • BG5150
    • October 2, 2007

15. Two Plans - Bond Amount?

    By emmetttrudy, May 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • Andy the Actuary
    • May 4, 2011

16. Plan Number

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

17. Late filing Penalty

    By hunter001, May 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • 12AX7
    • May 7, 2010

18. Form 8955-SSA

    By Guest money40, May 4, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 13, 2011

19. Schedule A - Part III

    By TPApril, August 15, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 2, 2011

20. Form 5500 Not Signed - letter from IRS

    By Guest twoodman, September 10, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • September 10, 2012

21. Form 5500 Schedule C Service Codes

    By TPABob, July 19, 2022
    • 1 reply
    • 1.2k views
    • 
    • ERISAGal
    • July 20, 2022

22. 5500 Audit

    By Guest KWebb, October 10, 2008
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 11, 2008

23. EFast filing and large SSA

    By RCK, September 15, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 15, 2009

24. multiple employer plan

    By blue, November 15, 2010
    • 1 reply
    • 1k views
    • 
    • rcline46
    • November 15, 2010

25. Amending 2008 form: Sch C

    By Guest cbclark, September 14, 2011
    • 1 reply
    • 818 views
    • 
    • Guest
    • October 2, 2011

26. Form 5558 still filed with IRS?

    By SMB, March 27, 2001
    • 1 reply
    • 1.9k views
    • 
    • Kristina
    • March 27, 2001

27. DFE code G

    By oriecat, March 20, 2003
    • 1 reply
    • 1.6k views
    • 
    • oriecat
    • April 2, 2003

28. Merger of PS and MP, Final 5500 needed?

    By Guest RONNIE WASEL, October 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 10, 2003

29. Form 5558

    By pgold, April 16, 2006
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 16, 2006

30. Schedule A

    By commishvp, September 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • September 19, 2007

31. Master Trust

    By Guest bernverd, October 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 1, 2009

32. Form 5500 EZ to 5500 - SF

    By Dazednconfused, September 22, 2010
    • 1 reply
    • 868 views
    • 
    • Andy the Actuary
    • September 22, 2010

33. Plan terminations...

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

34. final form 5500-SF, company dissolving

    By chc93, May 3, 2010
    • 1 reply
    • 2.1k views
    • 
    • chc93
    • May 3, 2010

35. Returned Distribution

    By AmyETPA, April 29, 2021
    • 1 reply
    • 419 views
    • 
    • Bird
    • April 30, 2021

36. Wrong PN on 5500-EZ for years

    By BG5150, December 28, 2021
    • 1 reply
    • 638 views
    • 
    • RatherBeGolfing
    • December 29, 2021

37. Schedule T

    By Guest Rettop, May 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2002

38. changing employer name that appears on form 945

    By maverick, December 22, 2004
    • 1 reply
    • 1k views
    • 
    • Earl
    • December 22, 2004

39. Problem with 5500 SSA Schedule

    By RCK, March 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • March 24, 2007

40. 8955 for terminating plan

    By JKW, January 10, 2012
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 10, 2012

41. company leaving MEP

    By Earl, June 10, 2015   

    • first 5500?
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • June 10, 2015

42. 5500 for Optional Group Term Life

    By KJohnson, January 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • KIP KRAUS
    • January 9, 2001

43. What constitutes a change in plan year?

    By Guest LFrankel, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • July 22, 2002

44. SOLO 401K TERMINATION

    By Guest xi9001, June 25, 2010
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • June 25, 2010

45. Schedule T

    By Guest shafter, October 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • October 11, 2001

46. <100 participant H&W filing requirements

    By PAL, July 22, 2008
    • 1 reply
    • 2.1k views
    • 
    • Lori Friedman
    • July 22, 2008

47. Regarding Part 1 - Item C

    By Guest MSMA, December 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • December 12, 2001

48. Summary Annual Report

    By Guest Jensen, September 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 19, 2006

49. Average cost for a small plan 5500 filing?

    By Guest Rgreen, March 8, 2010
    • 1 reply
    • 4.4k views
    • 
    • david rigby
    • March 8, 2010

50. 2011 Form 8955-SSA

    By justbsur, February 16, 2012
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • February 22, 2012