Form 5500

3,281 topics in this forum

1. 5558 Incorrect IRS Approval Letters

   By bcmom, August 3, 2023
   • 3 replies
   • 1.3k views
   • 
   • Lou S.
   • August 7, 2023

2. Need to file an initial extension for a plan with a participating employer (husband/wife) - couple questions

   By aaronb26, July 25, 2023
   • 4 replies
   • 859 views
   • 
   • Towanda
   • July 26, 2023

3. Retroactively adopted DB plan filing 5500-SF

   By dougmal, July 24, 2023
   • 1 reply
   • 540 views
   • 
   • John Feldt ERPA CPC QPA
   • July 24, 2023

4. DFVC Program after late filed 5500

   By MarkS, July 19, 2023
   • 5 replies
   • 1.9k views
   • 
   • thepensionmaven
   • July 21, 2023

5. Pre-approved plan opinion letter serial number

   By Belgarath, July 14, 2023
   • 3 replies
   • 2.5k views
   • 
   • RatherBeGolfing
   • July 19, 2023

6. 80-120 rule

   By BG5150, July 7, 2023
   • 10 replies
   • 4.8k views
   • 
   • Bill Presson
   • July 17, 2023

7. Code 3D Pre-approved plans (5500 Pension Feature Code)

   By austin3515, July 10, 2023
   • 1 reply
   • 1.2k views
   • 
   • Peter Gulia
   • July 11, 2023

8. Experience-rated plans

   By Jane, July 4, 2023
   • 1 reply
   • 887 views
   • 
   • Bug on my window
   • July 5, 2023

9. Form 5500-EZ - paper

   By thepensionmaven, May 31, 2023
   • 5 replies
   • 1.7k views
   • 
   • Bird
   • June 2, 2023

10. MTIA / Master Trust Investment Account Setup

    By 5500sorBust, May 31, 2023
    • 2 replies
    • 1k views
    • 
    • Bug on my window
    • June 2, 2023

11. Form 5500-EZ

    By Dougsbpc, May 26, 2023
    • 2 replies
    • 738 views
    • 
    • Jakyasar
    • May 30, 2023

12. 5500EZ Beginning Balance

    By Coleboy1, May 25, 2023
    • 1 reply
    • 506 views
    • 
    • Bri
    • May 26, 2023

13. 5500EZ Beginning Balance

    By Coleboy1, May 25, 2023
    • 1 reply
    • 498 views
    • 
    • Paul I
    • May 25, 2023

14. Form 5500 Rejection Due to Incomplete IQPA report

    By Renafesq, May 23, 2023
    • 8 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 24, 2023

15. Employer in MEP, Spinning-Off, 5500 Reporting

    By 401kology, May 11, 2023   

    • 5500
    • spinoff
    • (and 1 more)

      Tagged with:

      • 5500
      • spinoff
      • spin-off
    • 3 replies
    • 1.9k views
    • 
    • 401kology
    • May 22, 2023

16. PFML Reported in Form 5500

    By 5500Nerd, May 16, 2023
    • 2 replies
    • 810 views
    • 
    • 5500Nerd
    • May 17, 2023

17. Final 5500-EZ needed for under $250k?

    By doombuggy, May 12, 2023
    • 3 replies
    • 930 views
    • 
    • doombuggy
    • May 12, 2023

18. Would a 5500-EZ be required for a plan under $250,000 in this situation? Two separate companies with single participant plans controlled the same individual

    By aaronb26, May 10, 2023
    • 4 replies
    • 3.9k views
    • 
    • Bill Presson
    • May 11, 2023

19. EFAST2 email notifications

    By BTH, May 10, 2023
    • 0 replies
    • 335 views
    • 
    • BTH
    • May 10, 2023

20. 5500-EZ filing confirmation

    By Tom, May 8, 2023
    • 1 reply
    • 490 views
    • 
    • RatherBeGolfing
    • May 8, 2023

21. Receivable only and participant count for audit

    By AmyETPA, December 14, 2022
    • 4 replies
    • 1.1k views
    • 
    • BookReader
    • May 3, 2023

22. 401(a) Thrift Plan issues

    By bzorc, April 18, 2023
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • April 19, 2023

23. What Do Participating Employers Do if the MEWA Does not File a Form 5500?

    By 5500Nerd, April 12, 2023
    • 2 replies
    • 797 views
    • 
    • 5500Nerd
    • April 17, 2023

24. When is final 5500 due?

    By Jakyasar, April 11, 2023
    • 5 replies
    • 824 views
    • 
    • Jakyasar
    • April 12, 2023

25. Terminated plan filing

    By pmacduff, March 28, 2023
    • 3 replies
    • 785 views
    • 
    • pmacduff
    • March 30, 2023

26. Form 5500 Sans Audit Report

    By austin3515, October 6, 2022
    • 34 replies
    • 3.9k views
    • 
    • austin3515
    • March 22, 2023

27. Long term part-time employees/participant count

    By pmacduff, February 23, 2023
    • 4 replies
    • 2.1k views
    • 
    • pmacduff
    • March 16, 2023

28. Help! Filed 5500-EZ late, received CP 283 with a huge penalty.

    By SoloPlanAdmin, December 6, 2022
    • 5 replies
    • 2.3k views
    • 
    • LA Advisor
    • March 1, 2023

29. 5500-SF or Long Form

    By Catch22PGM, February 27, 2023
    • 3 replies
    • 629 views
    • 
    • Bri
    • February 28, 2023

30. Filed 5500EZ by mistake last year

    By nsfpsp, February 20, 2023
    • 5 replies
    • 909 views
    • 
    • WDIK
    • February 23, 2023

31. Credentials do not match signer's name

    By BG5150, February 8, 2023
    • 1 reply
    • 493 views
    • 
    • RatherBeGolfing
    • February 8, 2023

32. $2,586 per day!

    By Peter Gulia, January 24, 2023
    • 9 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • January 27, 2023

33. DFVC Website Down?

    By austin3515, January 23, 2023
    • 3 replies
    • 707 views
    • 
    • austin3515
    • January 24, 2023

34. how far back can you go to file an amended 5500?

    By Santo Gold, January 12, 2023
    • 3 replies
    • 2.6k views
    • 
    • Santo Gold
    • January 12, 2023

35. Extensions / REjections

    By austin3515, December 19, 2022
    • 12 replies
    • 1.5k views
    • 
    • austin3515
    • January 7, 2023

36. Form 5500-EZ Filed Late

    By mming, January 4, 2023
    • 2 replies
    • 690 views
    • 
    • C. B. Zeller
    • January 4, 2023

37. Can DFVC be elected on an amended 5500?

    By Flyboyjohn, November 25, 2022
    • 2 replies
    • 1k views
    • 
    • thepensionmaven
    • December 29, 2022

38. EFAST 2 Email from EFAST email account

    By austin3515, December 22, 2022
    • 9 replies
    • 1.7k views
    • 
    • pmacduff
    • December 27, 2022

39. CP283 for $150,000 penalty after entering the wrong tax year on form 5500-EZ and I'm having no success resolving the mistake

    By RandallM, December 9, 2022
    • 8 replies
    • 2.6k views
    • 
    • Luke Bailey
    • December 20, 2022

40. Retiree Death Benefits

    By Cassopy, December 8, 2022
    • 5 replies
    • 937 views
    • 
    • Luke Bailey
    • December 20, 2022

41. Filing Form 5500 without audit and correcting within 45 days

    By Luke Bailey, November 3, 2022
    • 18 replies
    • 4.8k views
    • 
    • Peter Gulia
    • December 8, 2022

42. Final year 5500-EZ, plan also funded.

    By Basically, December 1, 2022
    • 2 replies
    • 545 views
    • 
    • chc93
    • December 2, 2022

43. filing under DFVCP after original report filed

    By TPAinPA, November 28, 2022
    • 1 reply
    • 527 views
    • 
    • Luke Bailey
    • November 29, 2022

44. Late EZ filer, wants to ask for waive of penalty instead of DFVCP

    By JHalligan, November 16, 2022
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • November 16, 2022

45. Severance plan filings

    By alexa, July 12, 2020
    • 3 replies
    • 2.5k views
    • 
    • alexa
    • November 15, 2022

46. Overpaid on a DFVC filing

    By thepensionmaven, November 9, 2022
    • 3 replies
    • 608 views
    • 
    • thepensionmaven
    • November 10, 2022

47. Form 5500-EZ if EE's not eligible?

    By Basically, October 4, 2022
    • 4 replies
    • 708 views
    • 
    • Basically
    • October 28, 2022

48. When is CPA audit displayed on EFAST

    By Sully, October 19, 2022
    • 7 replies
    • 1.2k views
    • 
    • Sully
    • October 27, 2022

49. 250 steep penalty

    By SSRRS, October 20, 2022
    • 10 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 25, 2022

50. Hurricane extension

    By BG5150, October 17, 2022
    • 6 replies
    • 896 views
    • 
    • BG5150
    • October 20, 2022