Form 5500

3,273 topics in this forum

1. Form 5500-EZ - paper

   By thepensionmaven, May 31, 2023
   • 5 replies
   • 1.6k views
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   • Bird
   • June 2, 2023

2. MTIA / Master Trust Investment Account Setup

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

3. Form 5500-EZ

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

4. 5500EZ Beginning Balance

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

5. 5500EZ Beginning Balance

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

6. Form 5500 Rejection Due to Incomplete IQPA report

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

7. 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
   • 1.8k views
   • 
   • 401kology
   • May 22, 2023

8. PFML Reported in Form 5500

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

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

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

10. 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
    • 3.1k views
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    • Bill Presson
    • May 11, 2023

11. EFAST2 email notifications

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

12. 5500-EZ filing confirmation

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

13. Receivable only and participant count for audit

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

14. 401(a) Thrift Plan issues

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

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

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

16. When is final 5500 due?

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

17. Terminated plan filing

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

18. Form 5500 Sans Audit Report

    By austin3515, October 6, 2022
    • 34 replies
    • 3.7k views
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    • austin3515
    • March 22, 2023

19. Long term part-time employees/participant count

    By pmacduff, February 23, 2023
    • 4 replies
    • 2k views
    • 
    • pmacduff
    • March 16, 2023

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

    By SoloPlanAdmin, December 6, 2022
    • 5 replies
    • 2.1k views
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    • LA Advisor
    • March 1, 2023

21. 5500-SF or Long Form

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

22. Filed 5500EZ by mistake last year

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

23. Credentials do not match signer's name

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

24. $2,586 per day!

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

25. DFVC Website Down?

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

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

    By Santo Gold, January 12, 2023
    • 3 replies
    • 2.5k views
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    • Santo Gold
    • January 12, 2023

27. Extensions / REjections

    By austin3515, December 19, 2022
    • 12 replies
    • 1.4k views
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    • austin3515
    • January 7, 2023

28. Form 5500-EZ Filed Late

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

29. Can DFVC be elected on an amended 5500?

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

30. EFAST 2 Email from EFAST email account

    By austin3515, December 22, 2022
    • 9 replies
    • 1.6k views
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    • pmacduff
    • December 27, 2022

31. 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
    • 2.5k views
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    • Luke Bailey
    • December 20, 2022

32. Retiree Death Benefits

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

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

    By Luke Bailey, November 3, 2022
    • 18 replies
    • 4.6k views
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    • Peter Gulia
    • December 8, 2022

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

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

35. filing under DFVCP after original report filed

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

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

    By JHalligan, November 16, 2022
    • 6 replies
    • 1.4k views
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    • Peter Gulia
    • November 16, 2022

37. Severance plan filings

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

38. Overpaid on a DFVC filing

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

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

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

40. When is CPA audit displayed on EFAST

    By Sully, October 19, 2022
    • 7 replies
    • 1.1k views
    • 
    • Sully
    • October 27, 2022

41. 250 steep penalty

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

42. Hurricane extension

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

43. SF or EZ

    By thepensionmaven, October 17, 2022
    • 2 replies
    • 648 views
    • 
    • thepensionmaven
    • October 19, 2022

44. IRS Plan Number Rules?

    By BG5150, October 14, 2022
    • 8 replies
    • 4.7k views
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    • cathyw
    • October 18, 2022

45. 5500 Schedule of Delinquent Contributions

    By pam@bbm, October 12, 2022
    • 2 replies
    • 668 views
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    • msmith
    • October 13, 2022

46. TIAA CREF Deemed Loan Reporting Issue

    By austin3515, October 13, 2022
    • 0 replies
    • 392 views
    • 
    • austin3515
    • October 13, 2022

47. 5500 for a PEP

    By BG5150, October 11, 2022
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • October 12, 2022

48. Amending a Large Plan Form 5500

    By bhodge113, October 10, 2022
    • 1 reply
    • 732 views
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    • chc93
    • October 10, 2022

49. 2021 5500 for new plan - docs signed in 2022

    By doombuggy, October 3, 2022
    • 3 replies
    • 621 views
    • 
    • Bri
    • October 4, 2022

50. PSA--Florida extended to 2/15/23

    By SSRRS, October 2, 2022
    • 3 replies
    • 832 views
    • 
    • RatherBeGolfing
    • October 3, 2022