Form 5500

3,272 topics in this forum

1. Schedule A - Line 1(e)

   By Guest dsw713, April 27, 2005
   • 3 replies
   • 3.9k views
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   • Beemer
   • June 9, 2005

2. 5500 automatic extension - be careful

   By richard, April 5, 2000
   • 2 replies
   • 3.9k views
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   • Chester
   • April 7, 2000

3. 5500-EZ Line 8 for Individual 401(k)

   By Guest lzk, July 13, 2010
   • 6 replies
   • 3.9k views
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   • Bird
   • September 14, 2010

4. No P No trustee

   By Guest padmin, July 7, 2006
   • 15 replies
   • 3.9k views
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   • jpod
   • July 13, 2006

5. EFAST-2 and 5558 extension

   By chc93, July 1, 2010
   • 5 replies
   • 3.9k views
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   • chc93
   • July 1, 2010

6. Wrong Plan Effective Date

   By Medusa, July 24, 2008
   • 11 replies
   • 3.9k views
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   • Medusa
   • August 7, 2008

7. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

   By wmyer, September 12, 2000
   • 1 reply
   • 3.9k views
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   • Guest
   • September 12, 2000

8. 5500EZ

   By jeanh, January 15, 2018
   • 18 replies
   • 3.9k views
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   • CJ Allen
   • January 25, 2018

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

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

10. FreeERISA.com

    By Guest Grumpy456, July 18, 2006
    • 3 replies
    • 3.9k views
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    • GBurns
    • July 21, 2006

11. Accrued loan interest on schedule of assets held?

    By Guest Carolyn Barnard, September 10, 2011
    • 5 replies
    • 3.8k views
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    • TPApril
    • April 25, 2012

12. Characteristic Code "2K"

    By Guest LWilson, July 23, 2002
    • 2 replies
    • 3.8k views
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    • Fredman
    • July 24, 2002

13. Form 5500 Training

    By Guest kabmaxx, June 18, 2001
    • 5 replies
    • 3.8k views
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    • Theresa Lynn
    • June 20, 2001

14. 80-120 rule question

    By bzorc, January 5, 2001
    • 11 replies
    • 3.8k views
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    • BeckyMiller
    • August 7, 2002

15. Can the assets held in participant-directed brokerage accounts be combined into a single asset on the financial statements as well as the Form 5500?

    By Lori Foresz, October 2, 2003
    • 6 replies
    • 3.8k views
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    • Guest
    • October 14, 2005

16. 2010 Form 5500-EZ (final/short)

    By abanky, June 21, 2010
    • 2 replies
    • 3.8k views
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    • abanky
    • June 22, 2010

17. A weird one

    By Lori Friedman, February 24, 2006
    • 13 replies
    • 3.8k views
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    • Bill Presson
    • February 26, 2006

18. 5500SF Line 13a

    By Guest Julie Woulfe, July 14, 2010
    • 13 replies
    • 3.8k views
    • 
    • Guest
    • July 27, 2010

19. 5500-SF - #9a (Plan Characteristics)

    By Guest KristenE, June 14, 2013   

    • Pension Feature Codes
    • 12 replies
    • 3.8k views
    • 
    • Guest
    • June 19, 2013

20. 5500's never filed

    By R. Butler, July 17, 2013
    • 8 replies
    • 3.8k views
    • 
    • Guest
    • August 8, 2013

21. Form 8955-SSA

    By DPSRich, June 20, 2011
    • 13 replies
    • 3.7k views
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    • DMcGovern
    • June 21, 2011

22. Who May Sign 5500?

    By Andy the Actuary, February 23, 2009
    • 6 replies
    • 3.7k views
    • 
    • Andy the Actuary
    • March 9, 2009

23. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc, July 8, 2017
    • 16 replies
    • 3.7k views
    • 
    • Karthik Ramasamy
    • January 22, 2018

24. 5500 Plan Characteristics

    By Guest BUG, October 3, 2012
    • 5 replies
    • 3.7k views
    • 
    • Tom Poje
    • October 18, 2012

25. Code 2E if 401(k)/SH Only

    By austin3515, September 2, 2014
    • 7 replies
    • 3.7k views
    • 
    • Tom Poje
    • September 3, 2014

26. Summary annual report question

    By bzorc, September 11, 2002
    • 7 replies
    • 3.7k views
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    • E as in ERISA
    • September 16, 2002

27. Schedule H, line 4j Reportable Transactions

    By Guest Kriso, June 14, 2004
    • 0 replies
    • 3.7k views
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    • Guest
    • June 14, 2004

28. Schedule C - Change in auditors

    By Guest Christie Banks, February 28, 2002
    • 1 reply
    • 3.7k views
    • 
    • JohnCheek
    • March 1, 2002

29. Accountant's Opinion

    By Guest Lex, January 25, 2003
    • 7 replies
    • 3.7k views
    • 
    • Mike Preston
    • January 27, 2003

30. Participant Directed Brokerage Accounts

    By Guest lforesz, May 15, 2002
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • May 31, 2002

31. Reporting defaulted loans

    By pbarrett, May 6, 2003
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • May 8, 2003

32. Participant Count on Form 5500 Considering new Excluded Class of Employees

    By RPP2001, April 1, 2014
    • 7 replies
    • 3.7k views
    • 
    • AmyR
    • June 17, 2014

33. Employee Assistance Plan- any 5500 schedules required?

    By britoski, November 6, 2009
    • 0 replies
    • 3.7k views
    • 
    • britoski
    • November 6, 2009

34. Plan Characteristics/Features-Line 8a of Form 5500

    By NQS, June 20, 2010
    • 3 replies
    • 3.6k views
    • 
    • Bird
    • June 22, 2010

35. Filing for extension

    By Guest KTigges, July 13, 2001
    • 16 replies
    • 3.6k views
    • 
    • Lisa Hand
    • August 2, 2001

36. Schedule H, Item 4i-Assets held for investment?

    By Guest Judy S, March 1, 2004
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • March 2, 2004

37. Form 5500 Question #7

    By Guest RMV, April 27, 2000
    • 4 replies
    • 3.6k views
    • 
    • Greg Judd
    • May 2, 2000

38. Form 5500 Sans Audit Report

    By austin3515, October 6, 2022
    • 34 replies
    • 3.6k views
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    • austin3515
    • March 22, 2023

39. Form 5500 Line 7h

    By Belgarath, February 3, 2006
    • 5 replies
    • 3.6k views
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    • WDIK
    • February 6, 2006

40. 2011 plan year Form 5500 filings

    By Guest Matt_S, February 16, 2011
    • 12 replies
    • 3.6k views
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    • austin3515
    • May 26, 2011

41. Schedule R

    By blue, January 12, 2006
    • 6 replies
    • 3.6k views
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    • Tom Poje
    • January 27, 2006

42. Form 5500 Plan Characteristic Codes

    By jsmith1985, October 15, 2014
    • 5 replies
    • 3.6k views
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    • jsmith1985
    • October 16, 2014

43. EFILING

    By HarleyBabe, March 31, 2010
    • 17 replies
    • 3.6k views
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    • Bill Presson
    • May 3, 2010

44. Form 5558

    By Guest HiKidsImASrPensionAdmin, June 29, 2006
    • 9 replies
    • 3.6k views
    • 
    • Belgarath
    • July 25, 2006

45. SAR Disclosure

    By nancy, May 6, 2003
    • 13 replies
    • 3.6k views
    • 
    • mwyatt
    • May 16, 2003

46. Form 5500 for EAP ?

    By JohnCheek, July 19, 2001
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • July 20, 2001

47. Receivable Contribution

    By Pension RC, September 16, 2016
    • 5 replies
    • 3.6k views
    • 
    • My 2 cents
    • September 16, 2016

48. Form 5500 DFE

    By DTH, June 17, 2002
    • 1 reply
    • 3.6k views
    • 
    • JanetM
    • June 17, 2002

49. How are Forfeitures accounted for on the 5500?

    By Alex Daisy, September 2, 2009
    • 1 reply
    • 3.5k views
    • 
    • TPAMan
    • September 2, 2009

50. Schedule H Income Reporting

    By MBCarey, September 9, 2002
    • 11 replies
    • 3.5k views
    • 
    • JohnCheek
    • September 12, 2002