Form 5500

3,277 topics in this forum

1. New Plan, Short Plan Year, Need 5500?

   By Guest amybu99, January 3, 2005
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • January 4, 2005

2. Schedule C Requirement

   By Vlad401k, June 2, 2015
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • September 29, 2015

3. Deadline

   By Guest ArrowMatt, July 11, 2003
   • 1 reply
   • 1.1k views
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   • WDIK
   • July 11, 2003

4. Extra 401k deposited, but not withheld - how to show on 5500

   By TPApril, October 30, 2024
   • 2 replies
   • 1.1k views
   • 
   • TPApril
   • October 31, 2024

5. Actual Return on Plan Assets

   By Andy the Actuary, September 6, 2010
   • 1 reply
   • 1.1k views
   • 
   • My 2 cents
   • September 7, 2010

6. Auditors Report Required?

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

7. Schedule B - line 6i Estimated investment return

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

8. Summary Annual Report

   By Dazednconfused, February 18, 2011
   • 1 reply
   • 1.1k views
   • 
   • GMK
   • February 18, 2011

9. 401(a) Thrift Plan issues

   By bzorc, April 18, 2023
   • 4 replies
   • 1.1k views
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   • CuseFan
   • April 19, 2023

10. Schedule A Information for 5500-SF Filer

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

11. $2,586 per day!

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

12. Terminating a one-life Defined Benefit plan

    By Guest Carol the Writer, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • jquazza
    • September 24, 2004

13. code 3E for prototype on page 2 of 5500

    By Jim Chad, March 31, 2009
    • 2 replies
    • 1.1k views
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    • Jim Chad
    • March 31, 2009

14. How Sensistive are the validation checks on the name?

    By austin3515, July 26, 2010
    • 4 replies
    • 1.1k views
    • 
    • Andy the Actuary
    • July 26, 2010

15. ETFs in 401k - 5500 Reporting

    By 5500sorBust, May 19, 2022
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • May 19, 2022

16. TPA has question---Schedule I, Q #4(a)

    By Guest gcrechale, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 9, 2003

17. revised draft instruction 5500-EZ

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

18. Compensation for 5500 but not taxable Comp?

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

19. if assets aren't valued by 10/15, how to file 5500?

    By Guest SuzieQNEC, June 3, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 4, 2009

20. Form 5500SF Signature

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

21. Form 5558 and SSA

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

22. Audit will not be ready

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

23. Amended 5500 for incorrect Schedule P's

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

24. Form 945 - Multiple Plan

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

25. Great West Schedule A dn C

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

26. Ques on Schedule I

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

27. 5500 to EZ

    By Guest duerlings, April 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 29, 2009

28. IRS now officially linked with DOL DFVC program

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

29. 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

30. Prevailing Wage Participant Count

    By Catch22PGM, May 14, 2020   

    • david bacon; sca; service contract act
    • 2 replies
    • 1.1k views
    • 
    • Catch22PGM
    • May 18, 2020

31. No Form 5500 filed since inception (2004)

    By Trisports, March 24, 2021   

    • 5500
    • dfvc
    • (and 1 more)

      Tagged with:

      • 5500
      • dfvc
      • 403(b)
    • 7 replies
    • 1.1k views
    • 
    • Trisports
    • March 30, 2021

32. No 5500-EZ to 5500-SF

    By austin3515, October 8, 2014
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • October 8, 2014

33. 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

34. Schedule SSA question

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

35. 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

36. Multiple Amendments to the 5500...

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

37. EZ Vs SF

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

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

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

39. 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

40. Filing date for the SAR

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

41. 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

42. filing 5500 with staggered benefit ann. dates

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

43. Schedule H

    By cdavis25, June 10, 2015
    • 2 replies
    • 1.1k views
    • 
    • cdavis25
    • June 10, 2015

44. Schedule C - Good Faith Statement

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

45. audit needed no longer

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

46. Filing for Plan not subject to ERISA

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

47. Form 5500 Sch SB Prefix

    By Lou S., January 14, 2020
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 16, 2020

48. I don't like EFAST2

    By 12AX7, June 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • June 28, 2010

49. Form 5500 Sch H loans rolled into Plan

    By pmacduff, March 28, 2017
    • 3 replies
    • 1.1k views
    • 
    • pmacduff
    • March 29, 2017

50. Distribution Fees on 5500

    By BG5150, December 31, 2015
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • December 31, 2015