Form 5500

3,272 topics in this forum

1. Form 5500SF Signature

   By MBCarey, June 7, 2010
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • June 8, 2010

2. IRS now officially linked with DOL DFVC program

   By Tom Poje, May 15, 2014
   • 0 replies
   • 1.1k views
   • 
   • Tom Poje
   • May 15, 2014

3. Great West Schedule A dn C

   By austin3515, April 28, 2011
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • April 29, 2011

4. Amended 5500 for incorrect Schedule P's

   By RCK, July 23, 2003
   • 2 replies
   • 1.1k views
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   • JohnCheek
   • July 26, 2003

5. Compensation for 5500 but not taxable Comp?

   By Guest RD73, March 7, 2008
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • March 12, 2008

6. Auditors Report Required?

   By kmciver, April 28, 2004
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • May 3, 2004

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

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

8. Form 5558 and SSA

   By Janice F, July 14, 2011
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • July 14, 2011

9. Form 5500-EZ with 2 Total Participants?

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

10. 1st plan year, Only asset is Contr. Rec'v. Audit required?

    By Richard Anderson, November 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • November 9, 2004

11. Audit will not be ready

    By Lori H, October 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Lori H
    • October 8, 2010

12. Schedule SSA question

    By BG5150, July 21, 2011
    • 1 reply
    • 1.1k views
    • 
    • Andy the Actuary
    • July 21, 2011

13. How accurate are you with partic count in 6 & 7?

    By BG5150, August 8, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

14. Form 945 - Multiple Plan

    By Stash026, June 28, 2017
    • 4 replies
    • 1.1k views
    • 
    • Earl
    • June 29, 2017

15. Ques on Schedule I

    By Guest noans, September 23, 2010
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • September 24, 2010

16. Tax Relief for Storm Victims - Form 5500

    By pcbenefits007, October 1, 2015   

    • Texas
    • tax relief
    • (and 1 more)

      Tagged with:

      • Texas
      • tax relief
      • form 5500 2007-56
    • 0 replies
    • 1.1k views
    • 
    • pcbenefits007
    • October 1, 2015

17. List of Investment Service Providers that do file as DFEs

    By Guest GuyHocker, April 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 12, 2005

18. 5500 - Filing question

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

19. filing 5500 with staggered benefit ann. dates

    By Guest morris, December 29, 2011
    • 5 replies
    • 1.1k views
    • 
    • Bill Presson
    • January 4, 2012

20. Late filing DFVCP

    By Old Reliable, February 19, 2024
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • February 19, 2024

21. $2,586 per day!

    By Peter Gulia, January 24, 2023
    • 9 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • January 27, 2023

22. Filing date for the SAR

    By Guest Powers, August 20, 2008
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • August 20, 2008

23. DFVC Filing - Overpayment of penalty

    By Trisports, December 13, 2017   

    • dfvc
    • overpayment
    • (and 1 more)

      Tagged with:

      • dfvc
      • overpayment
      • late 5500
    • 2 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • December 13, 2017

24. 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
    • 
    • thepensionmaven
    • January 3

25. Schedule C - Good Faith Statement

    By justbsur, January 27, 2010
    • 0 replies
    • 1.1k views
    • 
    • justbsur
    • January 27, 2010

26. Multiple Amendments to the 5500...

    By TBob, August 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • TBob
    • August 9, 2004

27. Filing for Plan not subject to ERISA

    By Guest JWOL9, October 6, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 6, 2009

28. EZ Vs SF

    By PFranckowiak, May 27, 2010
    • 2 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • June 2, 2010

29. audit needed no longer

    By JKW, February 11, 2016
    • 3 replies
    • 1.1k views
    • 
    • JKW
    • February 25, 2016

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

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

31. Amend 5330 when no corrective distributions paid???

    By sam2012, November 18, 2015
    • 2 replies
    • 1.1k views
    • 
    • sam2012
    • November 19, 2015

32. Schedule B - line 6i Estimated investment return

    By Guest joe22, December 18, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 18, 2002

33. Schedule A Information for 5500-SF Filer

    By 5500sorBust, May 22, 2020
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • June 3, 2020

34. 8955-SSA - No one for 2009

    By austin3515, September 6, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • September 6, 2011

35. Schedule R- MP Plan

    By Guest rachd, July 17, 2003
    • 1 reply
    • 1k views
    • 
    • Lynn Campbell
    • July 17, 2003

36. I don't like EFAST2

    By 12AX7, June 25, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • June 28, 2010

37. ETFs in 401k - 5500 Reporting

    By 5500sorBust, May 19, 2022
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • May 19, 2022

38. Does Sch SSA have to be given to participants when employer goes out of business?

    By Guest Moe Howard2, June 4, 2004
    • 4 replies
    • 1k views
    • 
    • Guest
    • June 5, 2004

39. EFast filing and large SSA

    By RCK, September 15, 2009
    • 1 reply
    • 1k views
    • 
    • david rigby
    • September 15, 2009

40. Schedule H - Reporting of Uninvested Cash Balances

    By pitkofsky, December 30, 2016
    • 0 replies
    • 1k views
    • 
    • pitkofsky
    • December 30, 2016

41. Form 5500 Sch H loans rolled into Plan

    By pmacduff, March 28, 2017
    • 3 replies
    • 1k views
    • 
    • pmacduff
    • March 29, 2017

42. 2011 Form 5500

    By chc93, September 22, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • September 23, 2011

43. Distribution Fees on 5500

    By BG5150, December 31, 2015
    • 1 reply
    • 1k views
    • 
    • K2retire
    • December 31, 2015

44. Late Large filer Form 5500

    By cpc0506, October 18, 2016
    • 6 replies
    • 1k views
    • 
    • BG5150
    • October 19, 2016

45. Is a 5500 required?

    By Guest QKAcked Up, September 1, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 1, 2004

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

    By David MacLennan, September 21, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • September 22, 2011

47. Form 5500-EZ ... electronic filing requirement

    By K-t-F, July 27, 2021
    • 4 replies
    • 1k views
    • 
    • RatherBeGolfing
    • July 27, 2021

48. No 5500-EZ to 5500-SF

    By austin3515, October 8, 2014
    • 2 replies
    • 1k views
    • 
    • austin3515
    • October 8, 2014

49. Form 5500 Bulk Signing

    By pr2222, June 3, 2019
    • 8 replies
    • 1k views
    • 
    • RatherBeGolfing
    • June 3, 2019

50. 5500-SF (with loans from 2008)

    By PainPA, August 19, 2010
    • 3 replies
    • 1k views
    • 
    • PainPA
    • August 19, 2010