Form 5500

3,281 topics in this forum

1. Group Trust 81-100

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

2. plan applied vesting schedule to match in error.

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

3. 5500-EZ

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

4. late 5500EZ filer

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

5. latest draft for the 8955-ssa

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

6. Late 5500?

   By katie58, May 29, 2014   

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

7. 20% holdings question

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

8. Correcting for a Missed Audit deadline

   By Rob P, November 12, 2010
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • November 14, 2010

9. Who is liable for ERISA penalties?

   By Guest ActuaryWannabe, January 13, 2005
   • 1 reply
   • 1.5k views
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   • Ron Snyder
   • January 13, 2005

10. Schedule T when there are no employees

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

11. Late 2010 Form 5500 filing notices

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

12. Schedule T - multiple employer plan

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

13. Where Can I Find Total Health Insurance Benefits Paid

    By plesq, March 7, 2016   

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

14. Deemed Distribution Reporting on Schedule I

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

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

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

16. Plan Termination/Merger?

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

17. Schedule T and statutory exclusions

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

18. Amending 5500EZ

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

19. Two Plans - Bond Amount?

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

20. Plan Number

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

21. Late filing Penalty

    By hunter001, May 3, 2010
    • 1 reply
    • 1.6k views
    • 
    • 12AX7
    • May 7, 2010

22. Form 8955-SSA

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

23. Schedule A - Part III

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

24. Form 5500 Not Signed - letter from IRS

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

25. Form 5500 Schedule C Service Codes

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

26. 5500 Audit

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

27. EFast filing and large SSA

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

28. multiple employer plan

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

29. Amending 2008 form: Sch C

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

30. Form 5558 still filed with IRS?

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

31. DFE code G

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

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

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

33. Form 5558

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

34. Schedule A

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

35. Master Trust

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

36. Form 5500 EZ to 5500 - SF

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

37. Plan terminations...

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

38. final form 5500-SF, company dissolving

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

39. Returned Distribution

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

40. Wrong PN on 5500-EZ for years

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

41. Schedule T

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

42. changing employer name that appears on form 945

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

43. Problem with 5500 SSA Schedule

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

44. 8955 for terminating plan

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

45. company leaving MEP

    By Earl, June 10, 2015   

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

46. 5500 for Optional Group Term Life

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

47. 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

48. SOLO 401K TERMINATION

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

49. Schedule T

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

50. <100 participant H&W filing requirements

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