Form 5500

3,272 topics in this forum

1. 5500 EZ

   By HarleyBabe, May 4, 2010
   • 13 replies
   • 2.4k views
   • 
   • Tom Poje
   • May 11, 2010

2. 5500 ez - 2010 final return

   By Guest xi9001, March 6, 2011
   • 4 replies
   • 1.9k views
   • 
   • Bill Presson
   • August 7, 2011

3. 5500 ez - Final Return NOT filled

   By Guest yk5, June 12, 2011
   • 6 replies
   • 4.4k views
   • 
   • mbozek
   • June 17, 2011

4. 5500 EZ allowed or bond required?

   By Guest Christie Banks, June 19, 2003
   • 6 replies
   • 2.6k views
   • 
   • Guest
   • June 19, 2003

5. 5500 EZ DFVC

   By austin3515, May 19, 2014
   • 2 replies
   • 2k views
   • 
   • Kevin C
   • May 20, 2014

6. 5500 EZ filing required for a 1 life plan when the spouse owns a different business?

   By Santo Gold, September 13, 2023
   • 5 replies
   • 842 views
   • 
   • Santo Gold
   • September 14, 2023

7. 5500 EZ for Father Son Corporation

   By commishvp, November 30, 2004
   • 2 replies
   • 1.7k views
   • 
   • Lynn Campbell
   • November 30, 2004

8. 5500 EZ Ft. William

   By coleboy, May 19, 2021
   • 7 replies
   • 969 views
   • 
   • coleboy
   • May 28, 2021

9. 5500 EZ IDA Extension and received late penalty

   By SSRRS, August 30, 2022
   • 5 replies
   • 954 views
   • 
   • SSRRS
   • September 9, 2022

10. 5500 EZ on paper of EFile

    By Jim Chad, June 10, 2016
    • 3 replies
    • 885 views
    • 
    • Tom Poje
    • June 10, 2016

11. 5500 ez or SF

    By Tom Poje, December 23, 2011
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 23, 2011

12. 5500 fa

    By Insurnacegirl555, April 3, 2022
    • 9 replies
    • 961 views
    • 
    • Luke Bailey
    • April 23, 2022

13. 5500 Filed 12 hours late...

    By austin3515, July 16, 2014
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • July 16, 2014

14. 5500 filed late, not under DFVCP, then employer received CP283 penalty notice and paid it

    By Belgarath, December 3, 2024
    • 3 replies
    • 1.5k views
    • 
    • thepensionmaven
    • October 23

15. 5500 filed under wrong plan number

    By Belgarath, May 30, 2014
    • 5 replies
    • 3k views
    • 
    • Guest
    • June 22, 2014

16. 5500 filed with incorrect/unrecognized electronic signature

    By 12AX7, December 13, 2012
    • 1 reply
    • 918 views
    • 
    • ESOP Guy
    • December 14, 2012

17. 5500 filed without audit attached

    By M Norton, December 12, 2018   

    • 5500
    • audit omitted
    • (and 1 more)

      Tagged with:

      • 5500
      • audit omitted
      • penalties
    • 10 replies
    • 6k views
    • 
    • RatherBeGolfing
    • December 18, 2018

18. 5500 filing

    By Guest Happy, October 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • October 22, 2008

19. 5500 filing - cash vs accrual

    By Jakyasar, August 7, 2021
    • 13 replies
    • 2.4k views
    • 
    • R. Butler
    • October 23, 2023

20. 5500 filing - plan with employer securities

    By hunter001, July 16, 2013
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • July 16, 2013

21. 5500 Filing and Plan Year

    By Guest aw, March 11, 2003
    • 6 replies
    • 2.4k views
    • 
    • E as in ERISA
    • March 11, 2003

22. 5500 Filing Deadline

    By buckaroo, August 29, 2005
    • 3 replies
    • 1.6k views
    • 
    • buckaroo
    • August 29, 2005

23. 5500 filing deadline when extension was completed as 4/15/2017

    By jkharvey, April 4, 2017
    • 6 replies
    • 2.4k views
    • 
    • TPApril
    • June 1, 2020

24. 5500 Filing Error - Relius Gov Forms

    By austin3515, September 20, 2010
    • 14 replies
    • 2.7k views
    • 
    • Bird
    • September 21, 2010

25. 5500 Filing Exemption

    By Below Ground, March 17, 2011
    • 3 replies
    • 2.1k views
    • 
    • Below Ground
    • March 22, 2011

26. 5500 filing for 103-12 Investment Entities

    By Guest lolalin, July 6, 2003
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • July 6, 2003

27. 5500 filing for 403b plans

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

28. 5500 Filing For Plan using a VEBA

    By Guest akwallace, August 16, 2002
    • 1 reply
    • 2k views
    • 
    • Ron Snyder
    • August 16, 2002

29. 5500 filing method Ft William to Relius

    By pmacduff, October 26, 2010
    • 14 replies
    • 4.2k views
    • 
    • imchipbrown
    • November 4, 2010

30. 5500 Filing Relief / Hurricane Irene

    By austin3515, September 20, 2011
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • September 22, 2011

31. 5500 Filing Requirements for MTIA / Plan

    By Guest CraigH, August 17, 2006
    • 1 reply
    • 2k views
    • 
    • JanetM
    • August 17, 2006

32. 5500 filing summary for Fringe and Welfare Plans

    By AndyH, May 30, 2002
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • May 30, 2002

33. 5500 filing with Schedule B not required; how to avoid rejected filing

    By AndyH, July 9, 2002
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2002

34. 5500 filing without auditors opinion?

    By Lori H, March 15, 2013
    • 8 replies
    • 7.2k views
    • 
    • Lori H
    • March 15, 2013

35. 5500 Filings - missed/late

    By MGOAdmin, June 29, 2015   

    • late filings
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • June 29, 2015

36. 5500 filings and attachments

    By 2muchstress, October 15, 2002
    • 22 replies
    • 4.4k views
    • 
    • Lori Friedman
    • September 23, 2005

37. 5500 first timer - question 8a

    By cme685, January 5, 2019
    • 14 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 15, 2019

38. 5500 for a 457?

    By Guest, November 18, 2000
    • 1 reply
    • 1.8k views
    • 
    • Everett Moreland
    • November 18, 2000

39. 5500 for a Controlled Group

    By Archimage, December 5, 2002
    • 3 replies
    • 1.6k views
    • 
    • Archimage
    • December 6, 2002

40. 5500 for a PEP

    By BG5150, October 11, 2022
    • 3 replies
    • 1.5k views
    • 
    • Below Ground
    • October 12, 2022

41. 5500 for certain areas extended until 2 2025

    By SSRRS, August 27, 2024
    • 0 replies
    • 227 views
    • 
    • SSRRS
    • August 27, 2024

42. 5500 for controlled group

    By bzorc, October 3, 2001
    • 6 replies
    • 3.1k views
    • 
    • bzorc
    • October 10, 2001

43. 5500 for foreign plan

    By Guest beppie_stark, June 5, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 5, 2003

44. 5500 for new profit sharing plan with no money?

    By R. Butler, September 8, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2000

45. 5500 for non-erisa?

    By Guest rjorge3, December 8, 2008
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • December 8, 2008

46. 5500 for Optional Group Term Life

    By KJohnson, January 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • KIP KRAUS
    • January 9, 2001

47. 5500 for Plan That Never Got Off the Ground

    By Archimage, November 17, 2021
    • 0 replies
    • 529 views
    • 
    • Archimage
    • November 17, 2021

48. 5500 for PY End 9-30-2009

    By ERISA13, June 24, 2010
    • 15 replies
    • 1.8k views
    • 
    • Bird
    • August 3, 2010

49. 5500 for Trust w/forfeiture balance but no participants?

    By TPApril, September 15
    • 0 replies
    • 1.1k views
    • 
    • TPApril
    • September 15

50. 5500 For Voluntary Life Ins Under 125 Plan

    By amcorson, September 22, 2008
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • September 23, 2008