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Form 5500

3,201 topics in this forum

  1. Authorization to Sign 5500 for Plan Sponsor

    By Below Ground,
    • 7 replies
    • 796 views

  2. Amend prior year filing for successor sponsor

    By thepensionmaven,
    • 0 replies
    • 190 views

  3. 5500-EZ for 2022 not extended

    By Tom,
    • 4 replies
    • 433 views

  4. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

    By Santo Gold,
    • 5 replies
    • 490 views

  5. 5500-SF vs 5500-EZ eligibility

    By jmarsmiami,
    • 3 replies
    • 409 views

  6. Form 5500- Participant count info on Amer Funds PP Plan

    By Tom,
    • 2 replies
    • 375 views

  7. Short Plan Year 5500 for 2023

    By bzorc,
    • 2 replies
    • 626 views

  8. Eligible for 5500-EZ with a controlled group?

    By Below Ground,
    • 3 replies
    • 584 views

  9. Large plan, never filed, will be late again

    By TPApril,
    • 2 replies
    • 303 views

  10. Form 8955-SSA Penalty Notices

    By bzorc,
    • 1 reply
    • 261 views

  11. Need to know extension timeframe for a terminating plan

    By ahasan,
    • 4 replies
    • 503 views

  12. 5500-SF vs Plan Document

    By pmacduff,
    • 6 replies
    • 508 views

  13. 2022 5558 extensions

    By pmacduff,
    • 5 replies
    • 589 views

  14. Schedule D - when to file

    By Tom,
    • 3 replies
    • 1k views

  15. 5558 form filed under old EIN - now what to do when filing 5500

    By Tom,
    • 7 replies
    • 696 views

  16. receivable loan payments on schedule H

    By Rayofsunshine,
    • 5 replies
    • 868 views

  17. Was this plan covered by a fidelity bond?

    By Peter Gulia,
    • 4 replies
    • 886 views

  18. 5558 Incorrect IRS Approval Letters

    By bcmom,
    • 3 replies
    • 777 views

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

    By aaronb26,
    • 4 replies
    • 438 views

  20. Retroactively adopted DB plan filing 5500-SF

    By dougmal,
    • 1 reply
    • 278 views

  21. DFVC Program after late filed 5500

    By MarkS,
    • 5 replies
    • 938 views

  22. Pre-approved plan opinion letter serial number

    By Belgarath,
    • 3 replies
    • 1.2k views

  23. 80-120 rule

    By BG5150,
    • 10 replies
    • 1.3k views

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

    By austin3515,
    • 1 reply
    • 521 views

  25. Experience-rated plans

    By Jane,
    • 1 reply
    • 416 views
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