Form 5500

3,277 topics in this forum

1. 80-120 rule

   By BG5150, July 7, 2023
   • 10 replies
   • 4.6k views
   • 
   • Bill Presson
   • July 17, 2023

2. WRONG EIN Used for 2017 5500-SF

   By Pammie57, June 25, 2019
   • 10 replies
   • 2.6k views
   • 
   • chc93
   • June 28, 2019

3. Code 2K required for Safe Harbor Match?

   By BG5150, January 16, 2017
   • 10 replies
   • 4.1k views
   • 
   • CTipper
   • March 12, 2017

4. Who gets the SAR?

   By BG5150, October 13, 2020
   • 10 replies
   • 1.7k views
   • 
   • Bill Presson
   • October 15, 2020

5. terminated plan, final 5500

   By WCC, July 22, 2016
   • 10 replies
   • 2.6k views
   • 
   • Peter Gulia
   • July 22, 2016

6. DFVCP with one missed filing

   By FormsRstillmylife, September 20, 2021
   • 10 replies
   • 1.3k views
   • 
   • ESOP Guy
   • September 23, 2021

7. Solo 401k - Forms 5500 & 5500-EZ

   By Guest MSDalt, November 14, 2008
   • 10 replies
   • 7.3k views
   • 
   • Bird
   • November 17, 2008

8. 250 steep penalty

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

9. DOL emailing clients directly regarding fidelity bond coverage

   By Jerry Erisa, June 30, 2015
   • 10 replies
   • 2.2k views
   • 
   • austin3515
   • July 7, 2015

10. audit nightmare

    By K2retire, December 18, 2015
    • 10 replies
    • 1.6k views
    • 
    • EPCRSGuru
    • December 19, 2015

11. Is a public university considered a governmental plan?

    By Guest chrisketch, August 9, 2006
    • 10 replies
    • 5.6k views
    • 
    • Guest
    • August 14, 2006

12. Final Distribution of Plan Assets

    By Guest lawdawg, July 8, 2009
    • 10 replies
    • 5k views
    • 
    • WDIK
    • July 17, 2009

13. Schedule C

    By 52626, September 3, 2015
    • 10 replies
    • 3.1k views
    • 
    • Andy the Actuary
    • September 4, 2015

14. CP 220 Notice

    By Guest jvgatty, January 29, 2014
    • 10 replies
    • 8.5k views
    • 
    • Rai401k
    • June 9, 2014

15. What to do if the wrong 5500 is filed without an audit and correct Sch

    By pbarrett, March 13, 2003
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 22, 2003

16. IRS: Don't fill out optional question on 5500 for 2015

    By BG5150, February 18, 2016
    • 10 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 19, 2016

17. SAR Requirements for Terminated Plans

    By Guest ptpnthr, October 23, 2001
    • 10 replies
    • 10.7k views
    • 
    • rcline46
    • October 25, 2001

18. Okay, Now, Which Is It?

    By Andy the Actuary, July 12, 2010
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • July 19, 2010

19. Hurricane Ida Relief?

    By BG5150, October 5, 2021
    • 10 replies
    • 1.3k views
    • 
    • BG5150
    • October 19, 2021

20. Schedule A - How to get a list of NAIC codes?

    By Guest mspencer, June 7, 2000
    • 10 replies
    • 7.7k views
    • 
    • Guest
    • June 28, 2000

21. amended 5500 needs an amended audit report?

    By Guest lindamichals, May 26, 2004
    • 9 replies
    • 2.7k views
    • 
    • BeckyMiller
    • May 27, 2004

22. New Address for Extensions?

    By austin3515, June 27, 2011
    • 9 replies
    • 2.6k views
    • 
    • DPSRich
    • July 8, 2011

23. Qualified or adverse audit opinion

    By JanetM, October 11, 2004
    • 9 replies
    • 3.2k views
    • 
    • KJohnson
    • October 12, 2004

24. 2% Sharholder of S-corp: attribution included for 5500-EZ

    By BG5150, December 7, 2021
    • 9 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • December 15, 2021

25. Master Trusts

    By Guest ablach, February 7, 2003
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • February 14, 2003

26. Filing 5500 without accountant's opinion

    By Linda L, March 24, 2017
    • 9 replies
    • 3.4k views
    • 
    • Lou S.
    • March 27, 2017

27. Owner took too much in withdrawals

    By Cynchbeast, September 14, 2013
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • September 18, 2013

28. 5500EZ

    By pmacduff, April 13, 2007
    • 9 replies
    • 7.8k views
    • 
    • jevd
    • April 24, 2007

29. Final filing

    By Guest mparker2028, June 13, 2006
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 14, 2006

30. Anyone Considering Just IFILE?

    By austin3515, October 14, 2010
    • 9 replies
    • 1.5k views
    • 
    • K2retire
    • October 15, 2010

31. OK to File a 5500 under DFVCP with missing plan information?

    By Guest El Guapo, October 15, 2012
    • 9 replies
    • 3.9k views
    • 
    • Flyboyjohn
    • August 20, 2014

32. Schedule C Required???

    By Andy the Actuary, April 2, 2014
    • 9 replies
    • 2.6k views
    • 
    • sam2012
    • April 13, 2014

33. $2,586 per day!

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

34. Late 5500s - how to handle the undue stresses and strains of meeting t

    By thepensionmaven, October 9, 2000
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • October 25, 2000

35. Schedule P

    By Guest chris4013, April 6, 2005
    • 9 replies
    • 2k views
    • 
    • pmacduff
    • April 8, 2005

36. Schedule T, item 4e

    By Guest BAR, August 27, 2001
    • 9 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 31, 2001

37. Signing Form 5500-SF

    By DPSRich, June 23, 2010
    • 9 replies
    • 5.3k views
    • 
    • Guest
    • August 27, 2010

38. Form 5500-EZ for Partners Plan

    By Doghouse, January 18, 2016
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 25, 2017

39. Schedule R--are many of you filing it?

    By Theresa Lynn, February 12, 2003
    • 9 replies
    • 2.5k views
    • 
    • Theresa Lynn
    • February 18, 2003

40. Participant Count

    By Guest DTrom, March 16, 2005
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 18, 2005

41. cash to acccrued basis for 1st 5500's

    By TPApril, September 23, 2022
    • 9 replies
    • 849 views
    • 
    • Bird
    • September 30, 2022

42. 5500EZ late filing

    By Bird, June 10, 2019
    • 9 replies
    • 1.6k views
    • 
    • bzorc
    • June 24, 2019

43. Delayed Audit / Short Plan Year - Interesting Read on Rules

    By austin3515, February 13, 2018
    • 9 replies
    • 3.4k views
    • 
    • K2retire
    • February 15, 2018

44. Tax Forms - Do you PDF and email to your client?

    By MLML, January 10, 2012
    • 9 replies
    • 1.7k views
    • 
    • jkharvey
    • January 18, 2012

45. Audit needed?

    By bzorc, July 18, 2022
    • 9 replies
    • 1.1k views
    • 
    • bito'money
    • July 20, 2022

46. Controlled Group and 5500

    By KateSmithPA, May 21, 2002
    • 9 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 22, 2002

47. Possible to get 5500 late fees waived for final filing?

    By TPApril, May 4, 2016   

    • Welfare Plan filing
    • 9 replies
    • 2.3k views
    • 
    • jpod
    • May 6, 2016

48. Open brokerage accounts and Schedule C reporting

    By Laura Harrington, July 27, 2009
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • June 1, 2012

49. SSA Extensions?

    By austin3515, January 16, 2012
    • 9 replies
    • 1.5k views
    • 
    • austin3515
    • February 2, 2012

50. 8955-SSA IRS Notice CP283C

    By stormoj1, August 19, 2013   

    • 8955-ssa
    • CP283C
    • 9 replies
    • 2.9k views
    • 
    • Andy the Actuary
    • October 28, 2013