Form 5500

3,277 topics in this forum

1. Schedule P - Terminated Plan

   By Guest tscher, March 21, 2005
   • 1 reply
   • 1.2k views
   • 
   • E as in ERISA
   • March 21, 2005

2. Form 5500 Schedule T inquiry

   By Guest LVanSteeter, October 12, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 12, 2004

3. 2016 Form 5500

   By Tom Poje, October 20, 2016
   • 1 reply
   • 1.2k views
   • 
   • K2retire
   • October 20, 2016

4. Form 5500

   By Guest CAM223, August 29, 2002
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • August 29, 2002

5. 5500-SF and insurance

   By ratherbereading, September 23, 2015
   • 2 replies
   • 1.2k views
   • 
   • ratherbereading
   • September 24, 2015

6. Form 8955-SSA for 2010

   By DMcGovern, June 20, 2011
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • June 20, 2011

7. Schedule P

   By jane123, March 17, 2003
   • 3 replies
   • 1.2k views
   • 
   • jane123
   • March 17, 2003

8. plan applied vesting schedule to match in error.

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

9. Final 5500 - all assets distributed - are Schedules required to be filed

   By Guest B2Randolph, October 20, 2003
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • October 22, 2003

10. Is it true you dont have to file a 5500 for Cafeteria Plan anymore?

    By Jilliandiz, December 18, 2003
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • December 18, 2003

11. TPA Practitioner Registration and Form 5500

    By WDIK, May 17, 2010
    • 0 replies
    • 1.2k views
    • 
    • WDIK
    • May 17, 2010

12. File Schedule R or not?

    By BG5150, August 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • August 17, 2009

13. Schedule C Codes, oh my!

    By austin3515, October 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • October 4, 2010

14. Sch. R question

    By FJR, October 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 9, 2002

15. Mistakenly Filed a Form 5558

    By soosil, January 10, 2017
    • 7 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 10, 2017

16. Form 5500 for Collective Bargained PS Plan

    By MBCarey, June 9, 2011
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • June 10, 2011

17. One Participant Plan - Eligible for EZ?

    By Guest ggbrock, October 8, 2008
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 8, 2008

18. Amending 2008 Form 5500

    By Guest MbCarey, August 26, 2010
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • August 26, 2010

19. Schedule T

    By Guest Alwaysthinking, July 2, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • July 3, 2003

20. 5500-EZ for owner and an excluded employee

    By thepensionmaven, March 12, 2018
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • March 14, 2018

21. another sched T question

    By Guest quinn the car fixer, September 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 21, 2004

22. 8955 SSA filing on FIRE system

    By pmacduff, September 6, 2011
    • 0 replies
    • 1.2k views
    • 
    • pmacduff
    • September 6, 2011

23. Schedule C - Brokerage Accounts

    By austin3515, August 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • MoJo
    • August 19, 2011

24. 8955 signatures

    By Guest tmills, November 15, 2011
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • November 16, 2011

25. Schedule SSA for merged plans

    By JanetM, July 19, 2002
    • 0 replies
    • 1.2k views
    • 
    • JanetM
    • July 19, 2002

26. Schedule T - multiple employer plan

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

27. Form 5500 Schedule C Service Codes

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

28. Schedule I for past 3 years shows beginning-of-year participant counts of 106, 109 and 114; trouble?

    By Guest joeplans, September 24, 2003
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2003

29. Fiduciary Service Account?

    By Guest cas10, September 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2006

30. Valuations...

    By Guest RONNIE WASEL, November 18, 2002
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • November 18, 2002

31. 401k plan holds mortgage for owner residence

    By TPApril, September 28, 2015
    • 8 replies
    • 1.2k views
    • 
    • jpod
    • October 6, 2015

32. Loan reporting question

    By BG5150, August 4, 2006
    • 0 replies
    • 1.2k views
    • 
    • BG5150
    • August 4, 2006

33. Bill from IRS for 2004 5500

    By Young Curmudgeon, May 16, 2014
    • 1 reply
    • 1.2k views
    • 
    • A Shot in the Dark
    • May 16, 2014

34. Schedule C- Attorneys Fees

    By Randy Watson, July 30, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 2, 2010

35. Form 8955 SSA

    By DPSRich, November 21, 2011
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • November 23, 2011

36. Copy of ERISA Bond required again for '03 filings?

    By Guest jusducki, December 10, 2003
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • December 11, 2003

37. Trustee

    By Guest Sieve, March 17, 2010
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2010

38. PS contribution for medical benefits

    By Guest Lex, May 30, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2002

39. Schedule T

    By Guest LVanSteeter, August 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 19, 2003

40. Participant Count, Small Balances

    By R. Butler, August 8, 2013
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • August 8, 2013

41. Sch H

    By Penman2006, May 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • Penman2006
    • May 20, 2007

42. Extensions

    By Guest babs51, July 18, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • July 19, 2011

43. Schedule C - all eligible indirect comp but for $500

    By TPApril, August 24, 2011
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • August 24, 2011

44. Incorrectly coded Section for pension benefit descriptions

    By Guest Enda80, April 6, 2008
    • 4 replies
    • 1.2k views
    • 
    • JanetM
    • April 7, 2008

45. Health Plan VEBA and Sch P

    By alexa, January 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • January 9, 2003

46. Form 5500

    By Guest Diane M. Stolz, November 4, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • November 4, 2002

47. 2023 5500 Participant Count

    By Rayofsunshine, November 21, 2023
    • 3 replies
    • 1.2k views
    • 
    • Rayofsunshine
    • November 22, 2023

48. 2008 Form 5500

    By 12AX7, May 3, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 3, 2011

49. Form 945 for 2020

    By thepensionmaven, January 13, 2021
    • 5 replies
    • 1.2k views
    • 
    • ESOPMomma
    • January 14, 2021

50. S-Corp and delinquent contribution reporting

    By TPApril, October 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • October 19, 2011