Form 5500

3,272 topics in this forum

1. Retiree Death Benefits

   By Cassopy, December 8, 2022
   • 5 replies
   • 864 views
   • 
   • Luke Bailey
   • December 20, 2022

2. Retiree Health Plan

   By Guest KLM, August 12, 2008
   • 0 replies
   • 942 views
   • 
   • Guest
   • August 12, 2008

3. Retiree Medical Form 5500 Participant Count Question

   By Guest erisaguru, April 4, 2005
   • 2 replies
   • 2.1k views
   • 
   • Don Levit
   • April 15, 2005

4. Retrieve old 5500 from IRS/DOL

   By ombskid, June 19, 2007
   • 5 replies
   • 5.2k views
   • 
   • ombskid
   • June 20, 2007

5. retroactive defined benefit plan and 5500 Filing

   By Rayofsunshine, September 22, 2023
   • 2 replies
   • 851 views
   • 
   • Rayofsunshine
   • September 25, 2023

6. Retroactive fidelity bond for large plan?

   By TPApril, March 29, 2024
   • 6 replies
   • 1.4k views
   • 
   • Peter Gulia
   • April 5, 2024

7. Retroactively adopted DB plan filing 5500-SF

   By dougmal, July 24, 2023
   • 1 reply
   • 505 views
   • 
   • John Feldt ERPA CPC QPA
   • July 24, 2023

8. Return of Mistaken Distribution

   By BTH, September 12, 2012
   • 2 replies
   • 1.4k views
   • 
   • pmacduff
   • September 12, 2012

9. Returned Distribution

   By AmyETPA, April 29, 2021
   • 1 reply
   • 403 views
   • 
   • Bird
   • April 30, 2021

10. Revenue Sharing

    By PFranckowiak, June 3, 2009
    • 0 replies
    • 1.3k views
    • 
    • PFranckowiak
    • June 3, 2009

11. revised draft instruction 5500-EZ

    By Tom Poje, November 10, 2016
    • 4 replies
    • 1.1k views
    • 
    • My 2 cents
    • November 10, 2016

12. RGF Web Client workflow?

    By TPAnnie, September 15, 2010
    • 2 replies
    • 1.2k views
    • 
    • TPAnnie
    • September 21, 2010

13. Roth Conversion and Form 5500

    By Archimage, July 24, 2020
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • July 27, 2020

14. Rounding

    By david rigby, March 26, 2004
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • March 26, 2004

15. rpa 94

    By Guest GTD53, February 22, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 22, 2010

16. S-Corp and delinquent contribution reporting

    By TPApril, October 19, 2011
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • October 19, 2011

17. Safe harbor for not filing a 403(b) 5500

    By Bird, September 30, 2010
    • 0 replies
    • 1k views
    • 
    • Bird
    • September 30, 2010

18. Sale of Actuarial Firm signing Schedule Bs

    By Guest meggie, February 5, 2004
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • February 5, 2004

19. Same Three-Digit Plan Number for two different Plans of a Sponsor

    By Rena Breeding, May 1, 2020
    • 1 reply
    • 855 views
    • 
    • Kristina
    • May 4, 2020

20. SAR

    By Archimage, June 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

21. SAR

    By SLuskin, May 4, 2000
    • 1 reply
    • 2.4k views
    • 
    • pjkoehler
    • May 4, 2000

22. SAR (hyperprep generated) for 1999 plan year

    By Guest TFONZ, September 1, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 1, 2000

23. SAR / Late Deposits

    By austin3515, April 24, 2015
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • April 27, 2015

24. SAR and Delinquent Filings

    By Guest erinf, April 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • BG5150
    • April 21, 2009

25. SAR completion under the new small plan disclosure requirement

    By Guest Rudy, September 3, 2002
    • 2 replies
    • 1.3k views
    • 
    • kocak
    • September 4, 2002

26. SAR deadline - 2 months after 5500 due date?

    By TPApril, July 1, 2021
    • 0 replies
    • 572 views
    • 
    • TPApril
    • July 1, 2021

27. SAR Deadline Changes and Text Messages for Electronic Disclosure?

    By 5500Nerd, May 8, 2020
    • 0 replies
    • 549 views
    • 
    • 5500Nerd
    • May 8, 2020

28. SAR Disclosure

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

29. SAR disclosure of qualifying assets

    By KateSmithPA, June 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • KateSmithPA
    • June 26, 2003

30. SAR distribution

    By Guest forum4, November 13, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 13, 2006

31. SAR Distribution

    By oriecat, July 2, 2003
    • 1 reply
    • 1.4k views
    • 
    • BFree
    • July 21, 2003

32. SAR distribution

    By Guest paybdb, January 12, 2004
    • 1 reply
    • 2.5k views
    • 
    • Belgarath
    • January 12, 2004

33. SAR due date for extended 5500 filed by original due date

    By TPApril, July 30, 2024
    • 9 replies
    • 1.5k views
    • 
    • Gilmore
    • August 8, 2024

34. SAR for 2 person pension plan?

    By Guest SuzieQNEC, October 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 12, 2009

35. SAR for 2-participant plan

    By SMB, September 26, 2001
    • 2 replies
    • 1.5k views
    • 
    • pmacduff
    • September 26, 2001

36. SAR for a Plan Merged In?

    By austin3515, November 1, 2012
    • 7 replies
    • 4.8k views
    • 
    • chc93
    • November 2, 2012

37. SAR for final 5500

    By Guest Ray Williams, July 5, 2000
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • August 10, 2000

38. SAR for Health & Welfare Plans

    By Guest Powers, August 31, 2012
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2012

39. SAR for merging plans

    By Guest ElKH, September 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 9, 2003

40. SAR for plan with only a few participants

    By Guest JPIngold, June 22, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 22, 2010

41. SAR for Welfare Plan

    By Guest erisa15, May 6, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 6, 2003

42. SAR Not Required for Unfunded Plan?

    By 5500Nerd, July 25, 2018   

    • sar
    • 2 replies
    • 848 views
    • 
    • 5500Nerd
    • July 26, 2018

43. SAR Participant Requesting Full Annual Report-

    By KJohnson, July 24, 2003
    • 5 replies
    • 2.9k views
    • 
    • JohnCheek
    • July 26, 2003

44. SAR required for final 5500SF filing?

    By Cathy from Chicago, July 29, 2010
    • 1 reply
    • 1.7k views
    • 
    • Andy the Actuary
    • July 29, 2010

45. SAR Required for Fully Insured Health Insurance Plan

    By austin3515, September 6, 2016
    • 3 replies
    • 2.7k views
    • 
    • Peter Gulia
    • September 6, 2016

46. SAR required in final year?

    By Guest CCarter, December 30, 2003
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 9, 2004

47. SAR Requirements for Terminated Plans

    By Guest ptpnthr, October 23, 2001
    • 10 replies
    • 10.5k views
    • 
    • rcline46
    • October 25, 2001

48. SAR to Include or Not Include the Paperwork Reduction Act Blurb?

    By 5500Nerd, July 1, 2024
    • 4 replies
    • 1.5k views
    • 
    • 5500Nerd
    • July 12, 2024

49. SAR to terminated participants (Retirement & H/W)

    By TPApril, April 22, 2021
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 23, 2021

50. SAR via email?

    By doombuggy, May 24, 2012
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • May 25, 2012