Form 5500

3,277 topics in this forum

1. Line 38 of Schedule SB

   By david rigby, May 2, 2012
   • 1 reply
   • 1.1k views
   • 
   • chc93
   • May 2, 2012

2. Schedule C

   By austin3515, April 25, 2014
   • 4 replies
   • 1.1k views
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   • austin3515
   • April 28, 2014

3. Sungard Relius IFile

   By Andy the Actuary, July 15, 2013
   • 0 replies
   • 1.1k views
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   • Andy the Actuary
   • July 15, 2013

4. Filing requirement?

   By Guest Tbrown, March 11, 2004
   • 2 replies
   • 1.1k views
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   • jquazza
   • March 18, 2004

5. DFVC Program

   By jkharvey, January 26, 2004
   • 1 reply
   • 1.1k views
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   • Guest
   • January 26, 2004

6. Switch to 5500 EZ?

   By Dougsbpc, April 11, 2012
   • 2 replies
   • 1.1k views
   • 
   • Andy the Actuary
   • April 11, 2012

7. Final Filing 5500-SF DB Plan

   By Lou S., October 9, 2014
   • 1 reply
   • 1.1k views
   • 
   • My 2 cents
   • October 9, 2014

8. terminated plan/continuing employer--how to count participants

   By jjaatirs, August 26, 2015
   • 4 replies
   • 1.1k views
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   • david rigby
   • August 27, 2015

9. DOL Letter for Missing Form 5500

   By chinson22, November 27, 2023
   • 2 replies
   • 1.1k views
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   • Insurnacegirl555
   • March 24, 2024

10. Schedule A Insurance Contract

    By Dazednconfused, April 19, 2012
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • April 19, 2012

11. Amend 5500-EZ - client covered under FEMA Disaster Zone Declaration 36-12 as IR24-234

    By thepensionmaven, December 29, 2024
    • 3 replies
    • 1.1k views
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    • thepensionmaven
    • January 3, 2025

12. resource to view dol form 5500 for H&W plans?

    By Guest account2k, June 24, 2012
    • 1 reply
    • 1.1k views
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    • ESOP Guy
    • June 25, 2012

13. Form 5500-SF for partners only plan

    By cpc0506, July 21, 2015
    • 6 replies
    • 1.1k views
    • 
    • chc93
    • July 21, 2015

14. Final 5500 for small unfunded welfare plan that previously filed?

    By ERISA guy, August 26, 2025
    • 0 replies
    • 1.1k views
    • 
    • ERISA guy
    • August 26, 2025

15. Summary Annual Report

    By Guest rachd, August 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • August 5, 2003

16. Schedule H and Conversion Balances

    By pitkofsky, November 17, 2016
    • 4 replies
    • 1.1k views
    • 
    • pitkofsky
    • November 19, 2016

17. additional extensions for Katrina

    By Guest JMAC, September 27, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • September 27, 2006

18. Which 5500 form year to use?

    By Guest Julie Woulfe, April 6, 2004
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • April 6, 2004

19. 2001 Form 5500 Changes

    By Guest mcapcpa, May 31, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • May 31, 2002

20. Missing Trustee on Schedule P

    By Guest BostonBay, July 16, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 16, 2005

21. Fair Marlet Value of Corporate Stock

    By Guest MS TPA, January 18, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2011

22. 2-week Short Plan Year (Final)

    By Guest Fourohonekay, July 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 1, 2003

23. How many filing years should be amended?

    By Guest JB2, September 13, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 13, 2002

24. Reporting Unmade Safe Harbor Contribution

    By Guest MS TPA, January 20, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 20, 2011

25. Filed 5500SF but not eligible

    By jkharvey, August 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • August 5, 2011

26. 2023 Start up plan 5500 audit requirements

    By MicheleH, October 20, 2023
    • 2 replies
    • 1.1k views
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    • MicheleH
    • October 20, 2023

27. email a 5500 as pdf

    By ombskid, October 14, 2008
    • 2 replies
    • 1.1k views
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    • Guest
    • October 14, 2008

28. American Funds RKD Form 5500 Fees

    By TPA Bob, May 23, 2017   

    • american funds
    • fees
    • (and 1 more)

      Tagged with:

      • american funds
      • fees
      • form 5500
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • May 23, 2017

29. Web Clients 10/12 cutoff for filing

    By HarleyBabe, September 20, 2010
    • 4 replies
    • 1.1k views
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    • 12AX7
    • September 20, 2010

30. late 5500

    By jkdoll2, May 5, 2010
    • 4 replies
    • 1.1k views
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    • DPSRich
    • May 5, 2010

31. Upcoming changes to Summary Annual Report

    By 5500sorBust, November 14, 2023
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 16, 2023

32. What happens if ...

    By Kimberly S, July 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • PAL
    • July 1, 2008

33. 250 steep penalty

    By SSRRS, October 20, 2022
    • 10 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 25, 2022

34. EFAST2 filing

    By pmacduff, April 27, 2011
    • 2 replies
    • 1.1k views
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    • TPAMan
    • April 27, 2011

35. Can final 5500 be filed while Form 5310 application is pending?

    By Guest tm3333, August 11, 2011
    • 2 replies
    • 1.1k views
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    • Guest
    • August 15, 2011

36. Is 0 a number (in the eyes of the IRS)?

    By Tom Poje, May 11, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • May 11, 2010

37. 120 Day Mailing Requirement for Plans in Insurance Seperate Investment Accounts

    By Guest Frank Jackson, September 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 16, 2004

38. 2011 form 5500 - why the delay..maybe because

    By Tom Poje, December 19, 2011
    • 0 replies
    • 1.1k views
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    • Tom Poje
    • December 19, 2011

39. Is an Accountant's Opinion required for a funded welfare benefit plan with fewer than 100 participants?

    By Guest moosegirl, January 12, 2004
    • 2 replies
    • 1.1k views
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    • Guest
    • January 13, 2004

40. 5500 - Filing question

    By Ahuntingus, June 3, 2021
    • 4 replies
    • 1.1k views
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    • Jon C. Schultze
    • June 4, 2021

41. 2002 VERSION O.K.?

    By Guest RONNIE WASEL, October 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 22, 2003

42. Form 5500, Schedule A and PSAs

    By RDY2RTR, November 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 2, 2010

43. delinquent 401k deposit w/in blackout period & reporting

    By TPApril, August 23, 2024
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 25, 2024

44. Schedule SSA and installment distributions

    By DPL, June 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 20, 2009

45. Schedule D

    By Guest jefe96, April 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 14, 2005

46. What is the 5500 filing deadline for nonprofits on "extension"?

    By Guest HarveyC, September 25, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2003

47. Form 5500-EZ with 2 Total Participants?

    By Vlad401k, May 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • May 26, 2021

48. Schedule H-Value of funds held in insurance company general account

    By mm57451, April 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • My 2 cents
    • April 14, 2016

49. failure to implement automatic deferral provision 5500

    By R. Butler, August 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • R. Butler
    • August 11, 2010

50. Accrual Basis Form 5500 - Recordkeeping Fees Paid by Forfeitures

    By Vlad401k, April 9, 2015
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 9, 2015