Form 5500

3,277 topics in this forum

1. The Strange Saga of Schedule H

   By Lori Friedman, October 6, 2005
   • 5 replies
   • 4k views
   • 
   • Guest
   • October 10, 2005

2. Amended Returns - Is there a statutory or regulatory obligation to ame

   By Guest Gibson, May 3, 2001
   • 4 replies
   • 4k views
   • 
   • david rigby
   • October 3, 2007

3. Schedule A - Line 1(e)

   By Guest dsw713, April 27, 2005
   • 3 replies
   • 4k views
   • 
   • Beemer
   • June 9, 2005

4. 5500 automatic extension - be careful

   By richard, April 5, 2000
   • 2 replies
   • 4k views
   • 
   • Chester
   • April 7, 2000

5. 8955-SSA

   By Guest TQA, March 2, 2010
   • 4 replies
   • 4k views
   • 
   • Bird
   • June 23, 2010

6. Wrong Plan Effective Date

   By Medusa, July 24, 2008
   • 11 replies
   • 4k views
   • 
   • Medusa
   • August 7, 2008

7. No P No trustee

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

8. FreeERISA.com

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

9. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

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

10. EFAST-2 and 5558 extension

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

11. 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

12. Characteristic Code "2K"

    By Guest LWilson, July 23, 2002
    • 2 replies
    • 3.9k views
    • 
    • Fredman
    • July 24, 2002

13. Accrued loan interest on schedule of assets held?

    By Guest Carolyn Barnard, September 10, 2011
    • 5 replies
    • 3.9k views
    • 
    • TPApril
    • April 25, 2012

14. Form 5500 Training

    By Guest kabmaxx, June 18, 2001
    • 5 replies
    • 3.9k views
    • 
    • Theresa Lynn
    • June 20, 2001

15. 80-120 rule question

    By bzorc, January 5, 2001
    • 11 replies
    • 3.9k views
    • 
    • BeckyMiller
    • August 7, 2002

16. A weird one

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

17. 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
    • 
    • Guest
    • October 14, 2005

18. 2010 Form 5500-EZ (final/short)

    By abanky, June 21, 2010
    • 2 replies
    • 3.8k views
    • 
    • abanky
    • June 22, 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. 5500SF Line 13a

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

21. 5500's never filed

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

22. Timely 5500-EZ, Delinquent Schedule SB

    By Dougsbpc, July 8, 2017
    • 16 replies
    • 3.8k views
    • 
    • Karthik Ramasamy
    • January 22, 2018

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

    By austin3515, September 2, 2014
    • 7 replies
    • 3.8k views
    • 
    • Tom Poje
    • September 3, 2014

24. Form 5500 Sans Audit Report

    By austin3515, October 6, 2022
    • 34 replies
    • 3.8k views
    • 
    • austin3515
    • March 22, 2023

25. 5500 Plan Characteristics

    By Guest BUG, October 3, 2012
    • 5 replies
    • 3.8k views
    • 
    • Tom Poje
    • October 18, 2012

26. Form 8955-SSA

    By DPSRich, June 20, 2011
    • 13 replies
    • 3.8k views
    • 
    • DMcGovern
    • June 21, 2011

27. Who May Sign 5500?

    By Andy the Actuary, February 23, 2009
    • 6 replies
    • 3.8k views
    • 
    • Andy the Actuary
    • March 9, 2009

28. Summary annual report question

    By bzorc, September 11, 2002
    • 7 replies
    • 3.8k views
    • 
    • E as in ERISA
    • September 16, 2002

29. Participant Directed Brokerage Accounts

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

30. 5558 and Plan Sponsor change

    By pmacduff, June 22, 2022
    • 15 replies
    • 3.7k views
    • 
    • chc93
    • July 12, 2022

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

    By NQS, June 20, 2010
    • 3 replies
    • 3.7k views
    • 
    • Bird
    • June 22, 2010

32. Accountant's Opinion

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

33. Schedule C - Change in auditors

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

34. Reporting defaulted loans

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

35. 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

36. Schedule H, line 4j Reportable Transactions

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

37. Employee Assistance Plan- any 5500 schedules required?

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

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

    By Guest Judy S, March 1, 2004
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • March 2, 2004

39. Filing for extension

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

40. Form 5500 Plan Characteristic Codes

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

41. Form 5500 Question #7

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

42. Schedule R

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

43. Form 5500 Line 7h

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

44. 2011 plan year Form 5500 filings

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

45. Receivable Contribution

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

46. SAR Disclosure

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

47. EFILING

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

48. Form 5558

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

49. Form 5500 for EAP ?

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

50. Form 5500 DFE

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