Form 5500

3,281 topics in this forum

1. Regarding Part 1 - Item C

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

2. Summary Annual Report

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

3. Average cost for a small plan 5500 filing?

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

4. 2011 Form 8955-SSA

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

5. Executor(trix) Fees

   By Guest David B, October 24, 2014
   • 1 reply
   • 1.1k views
   • 
   • K2retire
   • October 27, 2014

6. 1st year, only eligible EE is the owner... 5500EZ?

   By Basically, April 24, 2024
   • 1 reply
   • 430 views
   • 
   • CuseFan
   • April 24, 2024

7. Form 5500 for EAP ?

   By JohnCheek, July 19, 2001
   • 1 reply
   • 3.6k views
   • 
   • Guest
   • July 20, 2001

8. Fidelity Bond for non qualifying assets

   By k man, February 28, 2008
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • February 28, 2008

9. audit on plan needed if plan sponsor bankrupt?

   By Guest Boots, August 19, 2009
   • 1 reply
   • 1.4k views
   • 
   • chc93
   • August 19, 2009

10. forgot to check the Box for 5558

    By R. Butler, September 23, 2010
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • September 23, 2010

11. Sch. T - collective bargained and NHCE's in same plan.

    By Guest, January 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 10, 2001

12. Sch H, line2b(10)

    By Guest Alison Williams, July 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • July 19, 2001

13. Filing 5500, after 5500EZ's in the past

    By Richard Anderson, August 29, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • August 29, 2001

14. Termination

    By Guest steve55, February 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • February 4, 2005

15. Sick & STD Plan

    By alexa, October 12, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 12, 2008

16. EFAST DOL - Website (Amended 5500-SF Return Filed)

    By PainPA, March 9, 2016
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • March 9, 2016

17. Automatic Extension

    By MAS, April 15, 2020
    • 1 reply
    • 824 views
    • 
    • Lois Baker
    • April 15, 2020

18. Relius Web Client Emails

    By Guest xo85xo, July 26, 2010
    • 1 reply
    • 1k views
    • 
    • TPAMan
    • July 26, 2010

19. Municipality Money Purchase Plan

    By Deaconmomma, May 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • FormsRstillmylife
    • June 2, 2014

20. No Schedule B with 5500 EZ?

    By Dougsbpc, August 23, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • August 23, 2006

21. Extension Approved until 12/15???

    By MarZDoates, October 1, 2019
    • 1 reply
    • 573 views
    • 
    • Lou S.
    • October 2, 2019

22. 5500 Or 5500ez

    By Richard Anderson, June 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 28, 2001

23. I don't like EFAST2

    By 12AX7, June 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • June 28, 2010

24. Distribution of Annuity Contract

    By card, August 28, 2003
    • 1 reply
    • 2k views
    • 
    • WDIK
    • August 28, 2003

25. 5500 filing for 403b plans

    By Guest cdana, November 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 16, 2007

26. 2009 = Final Filing, Must Use EFAST?

    By emmetttrudy, June 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • MSN
    • June 24, 2009

27. 2008 Form 5500 Schedule H - reporting mutual fund dividends

    By Guest Lin Qian, January 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Below Ground
    • February 2, 2010

28. 8955-SSA, Part I

    By Guest Annette Leerhoff, October 19, 2011
    • 1 reply
    • 972 views
    • 
    • Bird
    • October 19, 2011

29. Form 5500 Filing for Non-qualified Restoration Plan

    By Guest FredBaragona, October 12, 2000
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • October 12, 2000

30. Schedule SSA - Money Purchase Plan

    By Guest cease, February 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 4, 2005

31. Eligibility credits on the 5500s?

    By Guest michaelv, October 11, 2005
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 11, 2005

32. Form 5500 for fringe plans?

    By k man, March 1, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2007

33. Schedule C

    By Guest JMN, August 17, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 2, 2011

34. Welfare Plan ownership change mid 5500 plan yr

    By TPApril, June 27, 2024
    • 1 reply
    • 548 views
    • 
    • Peter Gulia
    • June 27, 2024

35. Docusign

    By thepensionmaven, May 21, 2025
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • May 21, 2025

36. 403b 5500

    By Santo Gold, December 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 24, 2009

37. ft william

    By goldtpa, September 23, 2010
    • 1 reply
    • 974 views
    • 
    • Mike Preston
    • September 23, 2010

38. Final 5500 - company bankrupt

    By Lou S., November 24, 2015
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • November 24, 2015

39. Reporting Excess Contributions & Refunds

    By Guest LWilson, July 22, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

40. Leap Year 5500

    By Guest mol, September 7, 2004
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 7, 2004

41. 80-120 Exception for new plan

    By Guest 401karl, July 24, 2009
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • July 24, 2009

42. 403(b) Plan -using 404(c)

    By Guest Catherine M. Peery, June 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 3, 2010

43. 2010 5500ez

    By Guest MS TPA, November 17, 2010
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • November 17, 2010

44. Schedule H or I?

    By Guest BillClinton, July 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • July 10, 2002

45. 5500 and Church Plans

    By Guest Kathleen Fouquet, July 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • July 22, 2002

46. 5500 mailed w/o contribution being sent?

    By Guest rachd, July 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • K-t-F
    • July 22, 2004

47. Testing Requirements for Spinoff Plan

    By Guest MikeAIGFA, March 28, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 29, 2008

48. Questions Regarding 5500 Schedule T

    By wmyer, August 11, 2000
    • 1 reply
    • 2.1k views
    • 
    • Disco Stu
    • August 11, 2000

49. Master Trust Form 5500 & Sch C

    By alexa, October 13, 2008
    • 1 reply
    • 1k views
    • 
    • JanetM
    • October 15, 2008

50. Master Trust & Schedule H Basics

    By Guest SuzieQNEC, August 20, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 25, 2009