Form 5500

3,277 topics in this forum

1. Exempt Entity Filed in Error

   By pr2222, November 15, 2018
   • 1 reply
   • 519 views
   • 
   • JamesK
   • November 15, 2018

2. Schedule A Insurance in a 401(k) Plan

   By Guest Frank Jackson, July 21, 2000
   • 1 reply
   • 2.2k views
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   • Guest
   • July 28, 2000

3. Non-filed large plan Forms 5500

   By Guest timcnelson, December 9, 2011
   • 1 reply
   • 860 views
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   • ETA Consulting LLC
   • December 11, 2011

4. 6/30/19 5558 rec'd approval for 12/31/19

   By TPApril, August 18, 2020
   • 1 reply
   • 518 views
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   • Bug on my window
   • August 20, 2020

5. Form 5500 EZ

   By Guest mollym5, November 6, 2002
   • 1 reply
   • 1.3k views
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   • Guest
   • November 15, 2002

6. What happens if ...

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

7. Form 5500 for Welfare Benefit Plans

   By Nancy D, January 23, 2012
   • 1 reply
   • 1k views
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   • Guest
   • January 23, 2012

8. Form 945 and 945-V

   By thepensionmaven, November 14, 2017
   • 1 reply
   • 850 views
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   • pmacduff
   • November 14, 2017

9. Question about DFVC

   By KateSmithPA, September 10, 2002
   • 1 reply
   • 1.2k views
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   • BFree
   • September 11, 2002

10. Ssa - Good News

    By Tom Poje, March 27, 2003
    • 1 reply
    • 1.9k views
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    • MGB
    • March 27, 2003

11. Participant Distribution of SAR Required for DVFC Program?

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

12. Sending clients a printable 5500 filing by e-mail

    By SoCalActuary, March 3, 2005
    • 1 reply
    • 1.2k views
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    • No Name
    • March 3, 2005

13. Schedules P & SSA removed from 5500 for 2006?

    By Guest RJMOB, August 4, 2006
    • 1 reply
    • 1.4k views
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    • Leopurrd
    • August 4, 2006

14. Question 4L on Schedule H

    By justatester, August 31, 2010
    • 1 reply
    • 1.7k views
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    • My 2 cents
    • September 1, 2010

15. Schedule D filing for JOhn Hancock

    By Guest RustyNickel, June 14, 2011
    • 1 reply
    • 2k views
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    • A Shot in the Dark
    • June 14, 2011

16. Form 5500 for the 1999 plan year - Final Return--for defined benefit p

    By Guest meggie, July 21, 2000
    • 1 reply
    • 2.1k views
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    • mwyatt
    • July 25, 2000

17. Schedule A - Commissions Paid

    By Guest Alison Williams, January 4, 2003
    • 1 reply
    • 1.9k views
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    • KIP KRAUS
    • January 7, 2003

18. efast auditors report

    By SheilaD, May 12, 2010
    • 1 reply
    • 944 views
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    • ACox
    • May 12, 2010

19. Sch A info redemption fees reporting

    By pmacduff, August 31, 2010
    • 1 reply
    • 909 views
    • 
    • Belgarath
    • August 31, 2010

20. Form 5500 for Employee Benefit Plans

    By Guest Rettop, August 15, 2001
    • 1 reply
    • 1.8k views
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    • david rigby
    • August 15, 2001

21. 5500-EZ

    By J Simmons, May 5, 2008
    • 1 reply
    • 1.2k views
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    • Belgarath
    • May 5, 2008

22. Form 5558 "Authorized Representative"

    By TPApril, May 14, 2012
    • 1 reply
    • 1.2k views
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    • TPApril
    • May 14, 2012

23. 2 late 5500-EZ and one timely 5500-EZ

    By Sara Hotvedt, July 12, 2024
    • 1 reply
    • 398 views
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    • Bill Presson
    • July 13, 2024

24. Form 8955-SSA

    By CLE401kGuy, October 28, 2011
    • 1 reply
    • 994 views
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    • shERPA
    • October 28, 2011

25. 5500-EZ Penalty Relief Program - taking it back

    By TPApril, June 27, 2019
    • 1 reply
    • 530 views
    • 
    • RatherBeGolfing
    • June 28, 2019

26. 5500EZ MP Plan, no contribution by 10-15

    By TPApril, October 15, 2019
    • 1 reply
    • 543 views
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    • Bill Presson
    • October 15, 2019

27. Schedule A for individual life insurance policies

    By Guest PC, September 13, 2000
    • 1 reply
    • 1.8k views
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    • JohnCheek
    • September 18, 2000

28. Amended filings??

    By Guest Factster, September 30, 2002
    • 1 reply
    • 1.3k views
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    • Mike Preston
    • October 1, 2002

29. Nonexempt transaction Party-in-interest

    By jason, August 8, 2018
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • August 8, 2018

30. Small Welfare Plan Filing Issue

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 26, 2001

31. Small Plan Audit Question

    By pbarrett, August 14, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • August 14, 2003

32. How to answer Lines 6a and 10b of 5500-SF

    By Oh so SIMPLE, June 15, 2011
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 2, 2012

33. 401k Plan w/ Life Insurance Policies

    By austin3515, December 9, 2015
    • 1 reply
    • 940 views
    • 
    • rcline46
    • December 9, 2015

34. Electronic Signature for EFAST Filing

    By Guest SusanA, August 21, 2000
    • 1 reply
    • 2.1k views
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    • Guest
    • August 25, 2000

35. Schedule H Reporting

    By Guest Joseph Corona, August 15, 2001
    • 1 reply
    • 1.7k views
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    • Tom Poje
    • August 16, 2001

36. Schedule A's and HMOs

    By Guest xgn7t, November 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 26, 2002

37. 5500 Schedules for Unfunded/Insured Health Plans

    By DTH, September 13, 2004
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • September 13, 2004

38. Participant Count

    By pmacduff, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • March 13, 2007

39. Welfare Plan - Contract Year vs Plan year issues

    By Guest ANNEBV, July 25, 2001
    • 1 reply
    • 2k views
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    • KIP KRAUS
    • July 25, 2001

40. Self-insured health plan

    By Guest Tara Curran, November 7, 2001
    • 1 reply
    • 2.3k views
    • 
    • JohnCheek
    • November 10, 2001

41. Relius 5500 software question

    By TPAnnie, October 17, 2005
    • 1 reply
    • 1.5k views
    • 
    • Fredman
    • October 18, 2005

42. 2005 Short plan merger-failure to file

    By Guest LVanSteeter, August 4, 2006
    • 1 reply
    • 1.4k views
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    • WDIK
    • August 4, 2006

43. avoiding audit requirement

    By Dennis Povloski, November 27, 2007
    • 1 reply
    • 1.4k views
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    • Bill Presson
    • November 27, 2007

44. Extensions

    By Guest babs51, July 18, 2011
    • 1 reply
    • 1.2k views
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    • mbozek
    • July 19, 2011

45. SAR distribution

    By Guest paybdb, January 12, 2004
    • 1 reply
    • 2.6k views
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    • Belgarath
    • January 12, 2004

46. audit exemption for insured pension plans

    By k man, September 28, 2007
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • October 1, 2007

47. Self-funded health plan

    By Guest Melissa Winslow, January 10, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 10, 2002

48. Insurance Subscriber

    By Guest holmenbt, June 11, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 13, 2003

49. Welfare Plan POP 5500

    By Guest Peggy806, June 2, 2009
    • 1 reply
    • 1.5k views
    • 
    • A Shot in the Dark
    • June 3, 2009

50. Form 5500 filing in year of merger

    By Guest Diane DuFresne, August 20, 2002
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • August 20, 2002