Form 5500

3,277 topics in this forum

1. Form 5500 - employer transition from non-ERISA to ERISA - short plan year?

   By t.haley, November 13, 2024
   • 2 replies
   • 1.1k views
   • 
   • rochelle
   • December 2, 2025

2. Final 5500 for merged MPP?

   By TBob, April 8, 2004
   • 3 replies
   • 1.1k views
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   • WDIK
   • April 8, 2004

3. Single member plan terminated, liquidated 11/23/2021... File 2020 EZ now?

   By Basically, November 30, 2021
   • 13 replies
   • 1.1k views
   • 
   • Basically
   • December 3, 2021

4. Check to see if ex-client filed 5500

   By doombuggy, July 16, 2008
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • July 16, 2008

5. Wrong Form Filed

   By mming, April 8, 2022
   • 7 replies
   • 1.1k views
   • 
   • BG5150
   • April 12, 2022

6. Address to use when requesting penalty abatement.

   By katieinny, June 18, 2003
   • 0 replies
   • 1.1k views
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   • katieinny
   • June 18, 2003

7. Wanted - 2000 Form 5500 for reproduction.

   By Guest marieshebuski, September 22, 2004
   • 5 replies
   • 1.1k views
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   • Guest
   • September 24, 2004

8. Hurricane Irene extension

   By Guest IluvNewComp, October 17, 2011
   • 3 replies
   • 1.1k views
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   • 12AX7
   • October 21, 2011

9. 1099s that brokerage won't do

   By thepensionmaven, January 27, 2021
   • 12 replies
   • 1.1k views
   • 
   • thepensionmaven
   • February 7, 2021

10. Form 5500, Schedule T, line 4c(4)

    By Guest forum4, October 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 9, 2003

11. Late 5500?

    By katie58, May 29, 2014   

    • Merged 401(k) Plans
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • May 29, 2014

12. Schedule R Question

    By Guest persie, August 27, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • August 28, 2008

13. form 5500 proposed changes for 2016 (Compliance questions)

    By Tom Poje, April 1, 2016
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 6, 2016

14. Schedule P- Who signs the schedule P when the plan is taken over mid year and the new trustee is a corporate trustee not an Individual any more?

    By Rai401k, April 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 2, 2004

15. Included in Calculation of Assets?

    By BT, October 25, 2018
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2018

16. Short Plan Year Audit Delay

    By John A, April 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 24, 2003

17. 5500 mailed w/o contribution being sent?

    By Guest rachd, July 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • K-t-F
    • July 22, 2004

18. Employer Contribution Not Reported on 2005 5500

    By MBCarey, July 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • MBCarey
    • July 8, 2009

19. Form 5500 v Schedule A

    By Guest SuzieQNEC, June 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 10, 2009

20. 2009 5500ez

    By jkdoll2, April 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • goldtpa
    • April 16, 2010

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

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

22. 2012 PY 5500 needs to be amended

    By doombuggy, January 21, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • January 21, 2014

23. Audit needed?

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

24. Aggressive DOL auditor wants to reject accountants audit

    By SheilaD, January 14, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 15, 2012

25. Initial Year 5500-EZ

    By bzorc, January 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • imchipbrown
    • January 8, 2003

26. 5500 Participant Count - change to ineligible class

    By Guest Holly Foster, July 30, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 30, 2011

27. Form 5500

    By DTH, April 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

28. Schedule SB

    By Guest Doogie61, August 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 16, 2010

29. now what?

    By Tom Poje, September 13, 2011
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2011

30. Schedule B Mortality Code

    By Guest RichA, September 4, 2002
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 5, 2002

31. Characteristic Codes - Discontinued Benefit

    By Guest Dea, January 23, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 1, 2012

32. Relius Web Client Potential Issue

    By Guest AHS527, June 9, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 9, 2010

33. 5500

    By Guest LoloV, July 31, 2003
    • 2 replies
    • 1.1k views
    • 
    • Fredman
    • July 31, 2003

34. 5500 due on 10/15/03-- any more extensions available?

    By Guest 401KTPA, September 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • September 30, 2003

35. Going from a 5500 to a 5500 ez?

    By Guest chris4013, May 20, 2005
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • May 20, 2005

36. Sch H - Prohibited Transaction ? Tranfer of assets to corp., then pay benefits

    By Guest Partly Cloudy, October 5, 2003
    • 5 replies
    • 1.1k views
    • 
    • david rigby
    • October 7, 2003

37. How many times can you amend Form 5500?

    By AdKu, August 30, 2018
    • 2 replies
    • 1.1k views
    • 
    • AdKu
    • September 5, 2018

38. 5500EZ eligibility/missed return notice

    By Draper55, August 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • August 26, 2015

39. Sick & STD Plan

    By alexa, October 12, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 12, 2008

40. Participant Distribution of SAR Required for DVFC Program?

    By Guest cease, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 15, 2004

41. Multiuple Employer Plan

    By Guest IluvNewComp, September 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • September 29, 2009

42. Extension mess ups changing PYE??

    By ESOP Guy, October 9, 2023
    • 8 replies
    • 1.1k views
    • 
    • ESOP Guy
    • October 17, 2023

43. IRS sending out late 5500 penalty for plans that have the IDA extension

    By Zimkap, January 7, 2022
    • 3 replies
    • 1.1k views
    • 
    • thepensionmaven
    • January 11, 2022

44. Amended 5500 - where does it get mailed to?

    By doombuggy, January 6, 2005
    • 2 replies
    • 1.1k views
    • 
    • RCK
    • January 6, 2005

45. Here's a scary thought...

    By austin3515, October 8, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 8, 2010

46. 2001 5500 - can EFAST form be completed by hand?

    By Cathy from Chicago, March 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • March 20, 2003

47. Merged plans and Schedule SSA

    By Lori Friedman, September 22, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 22, 2008

48. 5500 Schedule H and Reporting of Options

    By pitkofsky, December 20, 2016   

    • 5500 - Reporting of Options
    • 0 replies
    • 1.1k views
    • 
    • pitkofsky
    • December 20, 2016

49. Failure To File Extension

    By Lucky32, December 2, 2020
    • 8 replies
    • 1.1k views
    • 
    • acm_acm
    • December 3, 2020

50. Receivable only and participant count for audit

    By AmyETPA, December 14, 2022
    • 4 replies
    • 1.1k views
    • 
    • BookReader
    • May 3, 2023