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Form 5500

3,281 topics in this forum

  1. Form 5558 and SSA

    By Janice F,
    • 1 reply
    • 1.1k views

  2. 1.401(a)-11(g)

    By jpod,
    • 1 reply
    • 1.2k views

  3. Merged plans and Schedule SSA

    By Lori Friedman,
    • 1 reply
    • 1.1k views

  4. 5500 filed with incorrect/unrecognized electronic signature

    By 12AX7,
    • 1 reply
    • 931 views

  5. Independent Auditor Report

    By thepensionmaven,
    • 1 reply
    • 905 views

  6. 5500 question 8(a): are Safe Harbor matching contributions and SIMPLE

    By wmyer,
    • 1 reply
    • 4k views
    • Guest
    • Guest

  7. Participant count for frozen 401(k) plan?

    By John A,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  8. Insufficient Postage

    By Guest pjg,
    • 1 reply
    • 1k views

  9. Form 5500 for Collective Bargained PS Plan

    By MBCarey,
    • 1 reply
    • 1.2k views

  10. 2023 Form 5500-EZ fill-in version not yet available

    By kpension,
    • 1 reply
    • 673 views

  11. 5500 For Voluntary Life Ins Under 125 Plan

    By amcorson,
    • 1 reply
    • 2.7k views

  12. IRS Pre-Announcement of 5500EZ New Late Filer Program

    By David MacLennan,
    • 1 reply
    • 1.1k views
    • Bird
    • Bird

  13. 2010 Form 5500-EZ should have been filed

    By doombuggy,
    • 1 reply
    • 1.2k views

  14. E-signing Credentials

    By Pammie57,
    • 1 reply
    • 661 views

  15. DFVC Penalty Amount

    By Guest merlin,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  16. Master Trust and Brokerage accounts

    By Guest LuannJ,
    • 1 reply
    • 1.3k views

  17. Schedule I - Insurance Premiums

    By Guest babs51,
    • 1 reply
    • 1.3k views

  18. Form 5500 - ING Sched C Info

    By Guest AHS527,
    • 1 reply
    • 968 views

  19. How to treat proceeds from DB to QRP?

    By BG5150,
    • 1 reply
    • 652 views

  20. Form 5500 DFE

    By DTH,
    • 1 reply
    • 3.6k views

  21. Form 5500 filing for medical reimbursement portion of 125 plan

    By Lori Foresz,
    • 1 reply
    • 1.9k views

  22. Plan Name Change

    By sloble@crowleyfleck.com,
    • 1 reply
    • 1.7k views

  23. 5 years of 5500s filed under wrong EIN

    By Spencer,
    • 1 reply
    • 1.9k views

  24. 2011 Form 5500

    By chc93,
    • 1 reply
    • 1.1k views

  25. Schedule C info for MassMutual plan

    By Bird,
    • 1 reply
    • 723 views

  26. Code 3D Pre-approved plans (5500 Pension Feature Code)

    By austin3515,
    • 1 reply
    • 1.2k views

  27. File date for 5500's filed manually

    By TPApril,
    • 1 reply
    • 1k views

  28. EIN and NAIC code from Sun Life of Canade (U.S.)

    By Guest BAR,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  29. Schedule C

    By Guest jdawson,
    • 1 reply
    • 1.5k views

  30. SAR Distribution

    By oriecat,
    • 1 reply
    • 1.5k views

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

    By Tom Poje,
    • 1 reply
    • 1.1k views

  32. Relius Web Client - Attachment error

    By Spencer,
    • 1 reply
    • 1.3k views

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

    By Guest account2k,
    • 1 reply
    • 1.1k views

  34. 5500 Filing For Plan using a VEBA

    By Guest akwallace,
    • 1 reply
    • 2k views

  35. 2nd Year Plan w/ No Assets

    By Guest notapensiongeek,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  36. Correcting inaccurate 5500

    By BW,
    • 1 reply
    • 960 views

  37. Schedule C - all eligible indirect comp but for $500

    By TPApril,
    • 1 reply
    • 1.2k views

  38. Form 5500 - New Multiple Employer Reporting

    By Gruegen,
    • 1 reply
    • 1.4k views

  39. 5500 due 6/30/20

    By doombuggy,
    • 1 reply
    • 670 views

  40. 80-120 Rule: 53 participants at 1/1/00 and 117 at 1/1/01?

    By Guest Robin Vatalaro,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  41. 866-GOEFAST No longer for EFAST 1 Paper Filings

    By Guest BenFolds,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  42. Summary Annual Report Distribution

    By Guest monti1,
    • 1 reply
    • 8.8k views

  43. deliquent 5500 filing: DFVCP or not?

    By Guest cbev,
    • 1 reply
    • 1.6k views

  44. ERISA 403b

    By Guest Travis,
    • 1 reply
    • 2.7k views

  45. Form 5500-EZ line 6a (2) End of year

    By Francis,
    • 1 reply
    • 704 views

  46. Amended 5500

    By Archimage,
    • 1 reply
    • 1.2k views

  47. 5500 Schedule I - question 4i - does the 20% include the current year contribution receivable? What does the 20% include?

    By Guest elirpa,
    • 1 reply
    • 1.4k views
    • WDIK
    • WDIK

  48. ESOP 409(n) issue

    By Guest gnappi,
    • 1 reply
    • 1k views

  49. What year change from 100,000 to 250,000 for EZ

    By Richard Anderson,
    • 1 reply
    • 1.6k views

  50. First Filing for Form 5500

    By jmawhi76,   
    • 1 reply
    • 1.2k views
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